Visual Task Boards

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Visual Task Boards
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1 Overview

Visual task boards transform the navigation of lists and forms into an interactive graphical experience. They allow users to view and update multiple task records, which appear as cards that can be moved between lanes. An activity stream on the board displays recent activity so users can easily track changes to tasks. You can add task cards from any table that extends Task to intuitively and easily track updates and edit records directly from the board. Any user, regardless of role, can use task boards but can only see cards for records the user has access to. The visual task board interface provides a graphic-rich environment suited for managing and collaborating on records. For example, a support manager might create a board for her team to track their assigned incidents by state in real time.

Visual task boards are available by default for new instances starting with the Eureka release. Administrators who upgrade from a previous version must activate the feature before it can be used.

2 Supported Web Browsers

The ServiceNow platform supports visual task boards on the latest version or service pack of the following browsers.

2.1 Browser Support for UI15

  • Firefox version 27 and up
  • Chrome version 39 and up
  • Safari version 6.1 and up
  • Internet Explorer version 10 and up
    • Edge mode is supported.
    • Compatibility mode is not supported.

2.2 Browser Support for UI14

  • Firefox version 26 and up
  • Chrome version 33 and up
  • Safari version 6.1 and up
  • Internet Explorer version 10 and up
    • Edge mode is supported.
    • Compatibility mode is not supported.

3 Board Structure

Task boards come in the following types.

  • Freeform boards: display any kind of task record, including personal tasks. Members of freeform boards can add and remove task cards and lanes.
  • Flexible boards: display tasks that match the configured filter against a particular table. Members of flexible boards can add task cards, which are removed automatically when the tasks no longer match the filter conditions. Members can define custom lanes, similar to a freeform board.
  • Guided boards: display tasks that match the configured filter against a particular table, like flexible boards. Members of guided boards can add task cards, which are removed automatically when the tasks no longer match the filter conditions. Guided board lanes correspond to field values and cannot be edited.

The icon beside the board name in My Task Boards identifies the type of board. Freeform boards appear with a grid of four squares (Freeform icon.png); flexible boards appear with a vertical line beside two squares (Flexible icon.png); guided boards appear with two vertical lines (Guided icon.png). These icons are slightly different in early versions of Eureka.

VTB my task boards.png


All boards have the following elements.

  • Quick panel: displays labels and users associated with the board. Board members can use the quick panel to filter cards or to quickly label or assign tasks. Members can also configure what appears in the quick panel.
  • Lanes: organize cards on a board into vertical groups, called lanes. These groups often represent the status of the task, such as To Do, Doing, and Done. Each board is composed of one or more lanes. When using a guided board, each lane represents a possible field value. For example, a board on the Incident table can display one lane for each State value such as New, Active or Resolved. Users can move cards from one lane to another to update the task that card represents.
  • Cards: represent individual tasks. Users can add comments, attachments, and labels to cards and assign users to cards. Each card is tied to a task record; updating one immediately updates the other. For freeform boards, each card represents a task record. For flexible and guided boards, each card represents a record from the list that board was created from.
  • Activity stream: displays a history of changes to cards on the current board. The activity stream contains additional tabs for member and label administration starting with the Fuji release.
Fuji visual task board interface


4 Menus and Modules

The My Task Boards module in the Self-Service application menu allows you to access the visual task boards you own or are a member of.

5 Activating Visual Task Boards

Visual task boards are active by default on new instances starting with the Eureka release. For instances upgrading from a previous version, administrators must activate the Visual Task Boards plugin to access the feature.

6 Enhancements

6.1 Fuji

  • Minor user interface changes appear throughout the task board environment.
  • Some options are rearranged in the board configuration menu.
  • Board members can view the cards on a flexible or guided board in a list view.
  • Board members can view key information about a board in a flyout.
  • New tabs are added to the activity stream for board member and label management. Board members and labels can now be edited exclusively from these tabs.
  • Visual task boards integrate with the Collaboration feature if it is activated.

6.2 Eureka

  • Move task cards from one freeform board to another (Eureka Patch 2).
  • Add tasks to flexible and guided boards (Eureka Patch 1).
  • Delete boards that you own (Eureka Patch 1).
  • Promote assignees to board members (Eureka Patch 1).
  • Filter boards you own and belong to by board type (Eureka Patch 1).
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