Visual Task Board (VTB) Spoke

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read

    • Provides VTB actions for flow designers to manage the boards, lanes, cards, board members, and assignees.

    Table 1. Board Management Actions
    Action Description Action Inputs Action Outputs
    Create Freeform VTB Action Creates a Freeform VTB for any task type. The default lanes are: Todo, Doing, and Done. These lanes can be modified with actions: Add Lane, Rename Lane, Reorder Lane, and Delete Lane
    • Name
    • Board Owner
    • Default view
    • Label visibility
    • Picker visibility
    • Background color
    		 Board record
    Create Flexible VTB Action Creates a Flexible VTB bound to a single Task table. The default lanes are: Todo, Doing, and Done. These lanes can be modified with actions: Add Lane, Rename Lane, Reorder Lane, and Delete Lane
    • Name
    • Task table
    • Filter
    • Board Owner
    • Default view
    • Label visibility
    • Picker visibility
    • Background color
    		 Board record
    Create Guided VTB Action Creates a data-driven VTB bound to a single Task table along with the fields the lanes are derived.
    • Name
    • Task table
    • Land field
    • Filter
    • Board Owner
    • Default view
    • Label visibility
    • Picker visibility
    • Background color
    		 Board record
    Add VTB Member Action Add a user to a VTB. Only members of the VTB can access the board, Any VTB member can add other members.
    • Board record
    • User record
    		 N/A
    Remove VTB Member Action Remove a user from a VTB. Only members of a VTB can access the board. Any VTB member can remove other members.
    • Board record
    • User record
    		 N/A
    Table 2. Lane Management Actions
    Action Description Action Steps State
    Add VTB lane Add a lane to a Freeform or Flexible VTB. This action does not apply to Guided boards, which are constrained to fixed lanes based on fields configured.
    • Board record
    • Lane name
    		 VTB lane record
    Rename VTB Lane Rename an existing lane on a Freeform or Flexible VTB.
    • Lane record
    • New lane name
    		 N/A
    Reorder VTB Lane Reorder lanes on any VTB.
    • Lane record
    • New lane name
    		 N/A
    Delete VTB Lane Delete an existing lane from a Freeform or Flexible VTB. Lane record N/A
    Table 3. Card Management Actions
    Flow/Action Description Action Steps State
    Create VTB Card Create a VTB card on a Freeform board for a task.
    • Lane record
    • Task record
    		 Card record
    Assign VTB Card Assign a user to a VTB card.
    • Card record
    • User record
    		 N/A
    Move VTB Card Move a VTB card from one lane to another lane.
    Note:
    For Flexible boards, use the Update Record action to change the state of the underlying task. For Guided boards, this action changes the field on the task associated with that card.
    • Card record
    • Lane record
    		 N/A
    Remove Assignee from VTB Card Remove an assignee from a card. Card record N/A