Visual Task Board (VTB) Spoke

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Visual Task Board (VTB) Spoke

    The Visual Task Board (VTB) Spoke in ServiceNow provides flow designer actions to efficiently manage visual task boards, lanes, cards, board members, and assignees. These actions enable customers to automate and customize their task board workflows, enhancing team collaboration and task tracking within the ServiceNow platform.

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    Board Management Actions

    Customers can create and manage different types of VTBs tailored to their needs:

    • Create Freeform VTB: Generates a board with default lanes (Todo, Doing, Done) that can be customized. Inputs include board name, owner, view options, and appearance settings.
    • Create Flexible VTB: Creates a board linked to a specific Task table with customizable lanes and filtering options.
    • Create Guided VTB: Produces a data-driven board bound to a Task table where lanes are derived from specified fields, supporting dynamic task categorization.
    • Add/Remove VTB Member: Allows adding or removing users as board members, controlling access and collaboration. Only existing members can modify membership.

    Lane Management Actions

    These actions help customers organize and modify lanes on Freeform or Flexible boards:

    • Add Lane: Insert a new lane with a specified name.
    • Rename Lane: Change the name of an existing lane.
    • Reorder Lane: Adjust the sequence of lanes on the board.
    • Delete Lane: Remove a lane from the board.

    Note: Guided boards have fixed lanes based on configured fields and do not support lane addition or deletion.

    Card Management Actions

    These actions facilitate task card handling on boards:

    • Create VTB Card: Adds a new task card to a lane on a Freeform board.
    • Assign VTB Card: Assigns a user to a specific card to indicate responsibility.
    • Move VTB Card: Moves a card between lanes. For Flexible boards, task state is updated accordingly; for Guided boards, the associated task field is changed.
    • Remove Assignee from VTB Card: Unassigns a user from a card, reflecting changes in task ownership.

    Practical Benefits

    By leveraging these VTB Spoke actions, ServiceNow customers can automate board creation, customize workflow visualization, control access, and streamline task assignment processes. This results in improved task visibility, better team coordination, and more dynamic workflow management directly within ServiceNow’s Flow Designer.

    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