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    Home Orlando Now Platform Capabilities Now Platform capabilities Visual Task Boards Installed with Visual Task Boards

    Installed with Visual Task Boards

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    Installed with Visual Task Boards

    Several types of components are installed with Visual Task Boards.

    Tables installed with Visual Task Boards

    Tables are added with activation of Visual Task Boards.

    Table Description
    Board Member

    [vtb_board_member]

    Stores a record for each member of each task board.
    Private Task

    [vtb_task]

    Stores a record for each personal task on each freeform board.
    Visual Task Board

    [vtb_board]

    Stores a record for each task board.
    Visual Task Board Card

    [vtb_card]

    Stores a record for each task card on each task board.
    Visual Task Board Card History

    [vtb_card_history]

    Stores records for certain task card changes, such as lane or assignee changes. Each record indicates the previous value and the new value.
    Visual Task Board Lane

    [vtb_lane]

    Stores a record for each lane on each task board.

    Properties installed with Visual Task Boards

    Properties are added with activation of Visual Task Boards.

    Note: To open the System Property [sys_properties] table, enter sys_properties.list in the navigation filter.
    Property Description
    vtb.board.upload_limit Sets the maximum file size in megabytes allowed for each task card attachment.
    • Type: integer
    • Default value: 10
    • Location: System Property [sys_properties] table

    Script includes installed with Visual Task Boards

    Script includes are added with activation of Visual Task Boards.

    Script include Description
    VisualTaskBoards Provides general utilities for Visual Task Boards.
    VTBBoardSecurity Provides security utilities to control board access.
    VTBGetBoardsByUser Provides a method that retrieves all the boards a specified user owns or is a member of.
    VTBTaskSecurity Provides security utilities to control task access.

    Client scripts installed with Visual Task Boards

    Client scripts are added with activation of Visual Task Boards.

    Client script Table Description
    Add Kanban Choice Visual Task Board

    [vtb_board]

    Adds the -- Kanban Board -- option to the Lane field field. This option indicates that the task board is a flexible board.

    Business rules installed with Visual Task Boards

    Business rules are added with activation of Visual Task Boards.

    Business rule Table Description
    Add members to live group Board Member

    [vtb_board_member]

    If a Connect Chat conversation is created for a task board, this business rule adds the board members as conversation members.
    Remove member from live group Board Member

    [vtb_board_member]

    If a Connect Chat conversation exists for a task board and a user is removed from the board members, this business rule removes the user from the conversation members.
    Remove member from VTB Live Group Member

    [live_group_member]

    If a Connect Chat conversation exists for a task board and a user is removed from the conversation members, this business rule removes the user from the task board members.
    Sync board name to Connect Visual Task Board

    [vtb_board]

    If a Connect Chat conversation exists for a task board and someone updates the board name, this business rule updates the conversation name.
    Sync chat name to VTB board Live Group Profile

    [live_group_profile]

    If a Connect Chat conversation exists for a task board and someone updates the conversation name, this business rule updates the board name.
    Sync Members With VTB Live Group Member

    [live_group_member]

    If a Connect Chat conversation exists for a task board and a user is added to the conversation members, this business rule adds the user as a board member.
    Update Board on Card Change Visual Task Board Card

    [vtb_card]

    Triggers the system to update the task board when changes occur to the cards.
    Update Board on Lane Change Visual Task Board Lane

    [vtb_lane]

    Triggers the system to update the task board when changes occur to the lanes.
    update board on lane change Board Member

    [vtb_board_member]

    Triggers the system to update the task board when changes occur to the board members.
    VTB Previous Additional Assignees Private Task

    [vtb_task]

    Triggers the system to send an email notification to users when they are designated as additional assignees for cards.
    Related concepts
    • Connect Chat

    Notifications installed with Visual Task Boards

    Notifications are added with activation of Visual Task Boards.

    Notification Description
    VTB member addition notification Sends an email notification to the member about their addition to the board.
    VTB member deletion notification Sends an email notification to the member about their removal from the board.
    VTB additional assignee notification Sends an email notification to users when they are designated as additional assignees for tasks.
    VTB assignee notification Sends an email notification to users when they are designated as the primary assignees for personal tasks.
    VTB lane change notification Sends an email notification to a task's assignees when the task changes lanes.
    VTB lane limit reached Sends an email notification to the board member that the number of tasks in the lane has reached the set lane limit.
    VTB lane limit exceeded Sends an email notification to the board member that the number of tasks in the lane has exceeded the set lane limit.
    VTB card movement across vertical lanes and swimlanes Sends an email notification to the board member with the details of the card moved and the member who moved the card.

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      Installed with Visual Task Boards

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Installed with Visual Task Boards

      Several types of components are installed with Visual Task Boards.

      Tables installed with Visual Task Boards

      Tables are added with activation of Visual Task Boards.

      Table Description
      Board Member

      [vtb_board_member]

      Stores a record for each member of each task board.
      Private Task

      [vtb_task]

      Stores a record for each personal task on each freeform board.
      Visual Task Board

      [vtb_board]

      Stores a record for each task board.
      Visual Task Board Card

      [vtb_card]

      Stores a record for each task card on each task board.
      Visual Task Board Card History

      [vtb_card_history]

      Stores records for certain task card changes, such as lane or assignee changes. Each record indicates the previous value and the new value.
      Visual Task Board Lane

      [vtb_lane]

      Stores a record for each lane on each task board.

      Properties installed with Visual Task Boards

      Properties are added with activation of Visual Task Boards.

      Note: To open the System Property [sys_properties] table, enter sys_properties.list in the navigation filter.
      Property Description
      vtb.board.upload_limit Sets the maximum file size in megabytes allowed for each task card attachment.
      • Type: integer
      • Default value: 10
      • Location: System Property [sys_properties] table

      Script includes installed with Visual Task Boards

      Script includes are added with activation of Visual Task Boards.

      Script include Description
      VisualTaskBoards Provides general utilities for Visual Task Boards.
      VTBBoardSecurity Provides security utilities to control board access.
      VTBGetBoardsByUser Provides a method that retrieves all the boards a specified user owns or is a member of.
      VTBTaskSecurity Provides security utilities to control task access.

      Client scripts installed with Visual Task Boards

      Client scripts are added with activation of Visual Task Boards.

      Client script Table Description
      Add Kanban Choice Visual Task Board

      [vtb_board]

      Adds the -- Kanban Board -- option to the Lane field field. This option indicates that the task board is a flexible board.

      Business rules installed with Visual Task Boards

      Business rules are added with activation of Visual Task Boards.

      Business rule Table Description
      Add members to live group Board Member

      [vtb_board_member]

      If a Connect Chat conversation is created for a task board, this business rule adds the board members as conversation members.
      Remove member from live group Board Member

      [vtb_board_member]

      If a Connect Chat conversation exists for a task board and a user is removed from the board members, this business rule removes the user from the conversation members.
      Remove member from VTB Live Group Member

      [live_group_member]

      If a Connect Chat conversation exists for a task board and a user is removed from the conversation members, this business rule removes the user from the task board members.
      Sync board name to Connect Visual Task Board

      [vtb_board]

      If a Connect Chat conversation exists for a task board and someone updates the board name, this business rule updates the conversation name.
      Sync chat name to VTB board Live Group Profile

      [live_group_profile]

      If a Connect Chat conversation exists for a task board and someone updates the conversation name, this business rule updates the board name.
      Sync Members With VTB Live Group Member

      [live_group_member]

      If a Connect Chat conversation exists for a task board and a user is added to the conversation members, this business rule adds the user as a board member.
      Update Board on Card Change Visual Task Board Card

      [vtb_card]

      Triggers the system to update the task board when changes occur to the cards.
      Update Board on Lane Change Visual Task Board Lane

      [vtb_lane]

      Triggers the system to update the task board when changes occur to the lanes.
      update board on lane change Board Member

      [vtb_board_member]

      Triggers the system to update the task board when changes occur to the board members.
      VTB Previous Additional Assignees Private Task

      [vtb_task]

      Triggers the system to send an email notification to users when they are designated as additional assignees for cards.
      Related concepts
      • Connect Chat

      Notifications installed with Visual Task Boards

      Notifications are added with activation of Visual Task Boards.

      Notification Description
      VTB member addition notification Sends an email notification to the member about their addition to the board.
      VTB member deletion notification Sends an email notification to the member about their removal from the board.
      VTB additional assignee notification Sends an email notification to users when they are designated as additional assignees for tasks.
      VTB assignee notification Sends an email notification to users when they are designated as the primary assignees for personal tasks.
      VTB lane change notification Sends an email notification to a task's assignees when the task changes lanes.
      VTB lane limit reached Sends an email notification to the board member that the number of tasks in the lane has reached the set lane limit.
      VTB lane limit exceeded Sends an email notification to the board member that the number of tasks in the lane has exceeded the set lane limit.
      VTB card movement across vertical lanes and swimlanes Sends an email notification to the board member with the details of the card moved and the member who moved the card.

      Tags:

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