Visual Task Board (VTB) Spoke

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Visual Task Board (VTB) Spoke

    The Visual Task Board (VTB) Spoke provides a set of actions for ServiceNow Flow Designer to manage Visual Task Boards, lanes, cards, board members, and assignees. These actions enable automation and customization of task boards to improve task organization and collaboration across teams.

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    Board Management

    VTB Spoke supports creating and managing three types of boards:

    • Freeform VTB: Supports any task type with default lanes Todo, Doing, and Done, which can be customized.
    • Flexible VTB: Bound to a specific Task table with modifiable lanes and filtering options.
    • Guided VTB: Data-driven boards bound to a Task table where lanes correspond to specific fields, providing a structured workflow.

    Board management actions include creating boards, adding or removing board members, and setting board properties such as name, owner, visibility options, and background color.

    Lane Management

    Actions allow adding, renaming, reordering, and deleting lanes on Freeform and Flexible VTBs. Guided VTBs have fixed lanes derived from configured fields and do not support lane modifications.

    Card Management

    Card actions enable creating cards on Freeform boards, assigning users to cards, moving cards between lanes, and removing assignees. For Flexible boards, moving a card updates the underlying task's state. For Guided boards, moving a card updates the task field associated with the lane, maintaining data consistency.

    Practical Benefits for ServiceNow Customers

    • Automate the creation and configuration of task boards tailored to specific workflows.
    • Manage team collaboration by controlling board membership directly through flows.
    • Customize lanes and cards dynamically to reflect project or process changes.
    • Ensure synchronization between task board visuals and underlying task data, improving workflow accuracy.

    By leveraging these VTB Spoke actions within Flow Designer, customers can efficiently integrate visual task management into their automated processes, enhancing visibility and control over work items.

    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