You can create guided Visual Task Boards, which are driven by data in your ServiceNow® instance. You can also create freeform boards that display a variety of information, or flexible boards, which combine both types.

There are three types of Visual Task Boards.

Board type Description
Freeform boards Display all types of task records, including personal tasks. Members of freeform boards can add and remove task cards and lanes.

Freeform boards are indicated with the Freeform board icon Freeform board icon.

Flexible boards Display tasks that match a filter against a particular table. Members of flexible boards can add task cards. Cards are removed automatically when the tasks no longer match the filter conditions. Members can define custom lanes, similar to a freeform board.

Flexible boards are indicated with the Flexible board icon Flexible board icon.

Guided boards Similar to flexible boards except that guided board lanes correspond to field values and cannot be edited in most cases.

Guided boards are indicated with the Guided board icon Guided board icon.

Figure 1. Sample Visual Task Board dashboard
Sample Visual Task Board dashboard

All boards have the displayed elements. The color of a card represents the color you choose in the color palette for that board.