Visual Task Board (VTB) Spoke

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

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