Manage all tasks associated with the automation requests from one location from the Task Board in the Automation Center Kanban board.

Before you begin

Role required: sn_ac.automation_technical_user or sn_ac.automation_admin

Procedure

  1. Navigate to Workspaces > Automation Center Workspace.
    The Automation Center dashboard is displayed.
  2. Select the Kanban board icon kanban board icon.
    The Kanban board is displayed with the Request Board in view.
  3. Select Task Board from the list view.
    The Task Board is displayed with all available tasks and their states.
    Note: A maximum of 2000 tasks are available on the Task Board. This value can be changed only by the System Administrator.

    Also, anyone with the sn_ac.automation_admin or sn_ac.automation_technical_user role can reorder different states (columns) on the Task Board to set the lifecycle or process flow direction according to their requirement by editing the vtb_board table.

    Task Board
  4. You can do multiple actions on the Task Board.

    • Filter the tasks to match your need.

      Filter the tasks based on the following:

      • Date: Select any date range to view tasks created during that period.
      • Type: Select one or more types of tasks to view tasks that belong to the selected types.
      • Priority: Select one or more priority values to view tasks with those priority values.
      • User: Select one or more users to view tasks assigned to only those users. Only users who have been assigned a task are available for selection.

    • Sort the tasks for ease of use.

      Task board sort

      Select Name, Priority, or Score from the Sort by field.

      Select Ascending or Descending from the Sort Direction field.

      The tasks are sorted based on the selected sorting options.

    • Change the state of a task.

      To move a task from one state to another, drag the card to the required state column.

      If a sorting is applied, the task card is placed according to the sorting. If no sorting is applied, the task card is placed based on the creation date.

    • Create a task from the automation task card.

      Select the Add Task icon.

      The Create New Automation Task form is displayed. For more information, see Automation task form.

      Verify that the associated automation request is either in the Planned or In Progress state.