Create a data driven board

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

Before you begin

Role required: none

About this task

Procedure

  1. Navigate to Self-Service > Visual Task Boards.
  2. Next to My Task Boards, click New, or if you have never created a task board before click Create New Visual Task Board.
  3. From the Create New Board window, click Data Driven Board.
  4. From the Task Table list, select a base table of tasks on which to base your board, for example, an incident table.
  5. (Optional) From the Lane Field list, select the field you want to use for the lane headers. Create a Flexible board with editable lane headers by selecting None.
    The type of board that is created and the lanes that appear on the board depend on which type of 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 board shows the default lanes, To Do, Doing, and Done, with all cards in the To Do lane.
  6. (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.

    Any card that no longer fits the parameters of the filter is automatically removed from the task board.

  7. (Optional) Click the board name and enter a new name.
    Note: For guided boards created from choice fields, such as State, the system creates a lane for each possible choice value. For guided boards created from reference fields, the system creates a lane only for each value in use by a task card. Lanes are added as needed if the reference field values change.

What to do next

After the board is created, board members can:
  • Add and modify lanes
  • Create and modify task cards
  • Add and remove members
  • Configure the look and feel