VTB? How to change an existing Flexible Board into a Guided Board?

[JohnJasinski]

VTB?  

Visual Task Boards

How to change an existing Flexible Board into a Guided Board?

With out re-creating.

How do I do this?

[JohnJasinski]

2.2 Creating Flexible and Guided Boards

You can create a task board for any table that extends Task, such as Incident or Change.

1. Navigate to the list for any table that extends Task, such as Incident > All.
2. [Optional] Create a filter to show only the records you want to work with. For example, you might filter out incidents that are not assigned to you.

   Task boards created from filtered lists display the filter conditions under the board title.

3. Right-click a column header and select Show Visual Task Board.

   The type of board that is created, and the lanes that appear on the board, depend on which column you select. If you select a reference or choice column, the board is a guided board. Each lane in a guided board represents one possible value for that column and the cards appear in the appropriate lane. For example, if you create a guided task board for incidents using the State column, the board shows one lane for each incident state, such as New or Closed. If you select a column that is not a reference or choice, the board is a flexible board and the default lanes To Do, Doing, and Done appear with all cards in the To Do lane.

4. [Optional] Click the board name and enter a new name.

[JohnJasinski · Accepted solution]

I'm going to take the path of creating new since it involves so few clicks.  

[NMSLAcker]

HI John,   I just went through the exercise of converting a freeform board into a flexible board, and I tested this for what you are trying to accomplish.

The key is to modify the entry in the vtb_board table by changing the following fields:

Task Table   - set to table tickets are from, incident, change, etc...

Lane - choose the field that will define all the lanes and drives movement of the cards

Filter - select the subset of tasks to create cards from

Once these are set then the board is changed to a guided board.