What you'll learn:
- Select the optimal Visual Task Board (VTB) type (Freeform, Guided, or Flexible) to meet different business needs and workflows.
- Build and customize all three types of Visual Task Boards from scratch, including configuring lanes, swimlanes, and data filters.
- Manage tasks effectively by assigning users, adding checklists, using labels, and attaching relevant files directly to VTB cards.
- Automate ServiceNow record updates, such as changing an incident's state, by moving task cards on a Guided board.
This course is designed to transform your productivity by mastering one of the platform's most powerful and intuitive tools: Visual Task Boards (VTBs).
This comprehensive journey will guide you through everything you need to know to turn your task lists into interactive, drag-and-drop boards that visualize your work and enhance collaboration.
We will dive deep into the three distinct types of Visual Task Boards, ensuring you know exactly which one to use for any scenario:
Freeform Boards: Discover the ultimate flexibility for managing personal To-Do's or team projects. You'll learn to create private tasks, customize lanes, and even pull in existing ServiceNow records, such as incidents and change requests, for a single, consolidated view.
Guided Boards: Learn how to create structured boards where lanes are automatically driven by record fields like "State" or "Priority". These are perfect for standard processes, and you'll master the powerful feature of updating ServiceNow records simply by moving a card from one lane to another.
Flexible Boards: Get the perfect blend of data integration and visual freedom. You will learn to pull in specific records based on filters you define, then organize them in custom lanes without altering the underlying data—ideal for tracking unique workflows for development teams or special projects.
Throughout the course, you will master essential skills, including adding members and labels, managing attachments and checklists, setting work-in-progress (WIP) limits, and utilizing swimlanes for an extra layer of organization.
This course is designed for any ServiceNow user—whether you're a project manager, team lead, IT support professional, or an individual contributor looking to boost personal productivity. No prior experience with Visual Task Boards is necessary.
Enroll today and start transforming the way you work in ServiceNow, bringing clarity, efficiency, and seamless collaboration to your projects.
