Transcripts
1. Class Introduction: I am Ale Zagaan and I bring
19 years of Ike experience, spending the last nine
years leading dozens of larger scale service now implementations and
digital transformations. In this course,
we'll take you on a comprehensive journey through the world of service
now visual taskfds. Well, let's start by exploring the different types of
visual task words available. Free form boards, perfect for managing
your personal tasks. Or when you need
maximum flexibility in organizing your work, we'll show you how to
create these boards, add private tasks,
and even bring in existing service now records like incidents or change
requests, data driven boards. These boards are connected directly to your
service now data. We'll dive into guided boards where lanes are
automatically populated, based on record fields
like states or priority. These are fantastic for a structured view of
your existing processes. Flexible boards offering a blend of data integration
and visual freedom. You learn to pull in records based on specific
filters and then customize your lanes without altering the underlying data. Across all board types, you'll master essential
skills like creating and configuring your boards
from scratch, adding, updating and
managing task cards, including descriptions,
attachments and checklists, customizing your view with
lanes and sweep lanes, and even setting working
progress limits using labels for better organization
and filtering and assigning tasks to
yourself or team members. We'll cover how to add members to your boards and
share them perfectively. Track activity streams
to see what's changing. Navigate board information, use filters and save your favorite
boards for quick access. Understanding how
moving cards on different board types impacts the underlying
service now records, a key concept for effective
use and archive tasks on free phone boards to keep
your workspace tightly. This course is designed for
anyone who uses service now, whether you're a
project manager, a team lead, an IT
support professional, or individual
contributor looking to enhance your
personal productivity. No prior VTB
expertise is needed. We'll start with the basics and build your knowledge
step by step. By the end of this course, you'll not only
understand how to use visual taskbards but also how to leverage them
to bring clarity, efficiency, and
better collaboration to your daily work
within service now. You'll be equipped to create tailored board experiences
that fit your exact needs, helping you and your team
stay organized and focused. So are you ready to transform the way you
work in service now? Let's dive in and get us
started with visual task force.
2. (Guided Board) Navigating ServiceNow Visual Task Boards: Tired of scattered tasks
and endless lists. Get ready to visualize and organize your work
like never before. I'll show you the power
of visual taskbards. You can access
Visual taskbard from the old menu and starting
to type the name. You can see it
under self service. The first time you access
the Visual taskbard, you see a welcome screen. You can create a new
board from here. As you can see, you can create either a free phone board
or a data driven board. We'll start by creating
a data driven board. Let's go for the incident table. I can choose a vertical lane and an optional horizontal lane, which we call swim lane. So let's go for a
vertical lane of state. And a swim lane of priority. This way, I can see incidents grouped by state and
priority at the same time. At the next screen, I can define some filters. For example, I can say I'm only interested in active incidents. I can also add sorts. For example, I want my
incidents to be listed based on creation date
in descending order. Based on the filter you apply, you can see the number of cards that will be displayed
on the board. Let's keep the activists true and create the
visual task for. And here it is. As you can see, the vertical
lens show the state, so I can see new in
progress on hold, resolved, closed, and canceled. Since I only chose
active incidents, I don't see any cards
under closed or canceled. And as swim lanes, I can see different priorities, starting with critical, high, moderate, low, planning,
which is the lowest priority. There is also a non option, which is not applied. The good thing is I can
go to the swim lane menu and hide the lane that
I'm not going to monitor. Before we get to the cards
and see how they look like, I want to show you how
the visual taskbd works. You can actually move the lanes. For example, I can
grab a lane and move it to my desired
position on the board. I can also set a lane limit. For example, I don't want to see more than five
incidents on hold. So that could be a KPI for me. I can see there is
a warning since the total number of incidents on this lane
is more than five. So this could be a
good indication of how many cars we have on this
lane and what's our target. Same as swim lanes, I can go and hide
vertical lanes. Apart from hiding a lane, you can also collapse them. For example, I can collapse
the critical swim lane. I can go back and expand the
swim lane whenever I need. On the top banner, there are a few things you can control. First of all, based
on the table and the fields that you've selected before creating the board, you can see a default
name created for this. In this case, incidence
by state and priority. You can simply click on
it and update the name. For example, active incidents
by state and priority. You can see the type of the
board written underneath, so this is a guided board. You can filter the cards
by their title or number. For example, I can search
for a keyword like access, and I can see all the cards that match my keyboard
based on under title. Let's clear the filter for now. The next menu is to show the cards based
on their due date. If you've set due
dates for your cards, you can easily
filter them based on the few options
like the tasks that are overdue or
they due in a day, a week, a month or so. Next, you see the
information icon, which allows you to see the basic information and the filters that you've
set for the sport. The star icon allows you to
mark your board as favorite, so you can easily find
it the next time. Then you can see the
basic information such as number of
members or assignees, number of lanes, a number of tasks available
on this board. You can see the
structure of the board and change the
settings if you like. You can edit the filter and sorting and then you can share the link to the board with the members of the board. You can also see the list of all tasks in the
board in a list view. Let's go back to the board. Then you can see
the user's menu. Here, you can see all the members and the task
assignees in the board. You can easily promote an
assignee to become a member. That way, they will have access to the board and
can contribute directly. Alternatively, you
can search for the members and add
them to the board. Next, you can see the labels. You can tog along
the show labels and see the default
labels available. You can add a label change
the color and toggle it on. You can edit a label and you can turn on
or off some labels. Next, you can see the
activity is free, and this shows all changes happening to the
tasks on this board. And finally, the configuration. This menu allows you to show
or hide certain things. For example, hide the
names or show SLAs. There is also an
advanced settings, which allows you to do further configurations on the board, for example, changing
the background color. Or doing some lane
configurations. Here, you can choose
to show or hide a lane or simply reposition
the lanes on the board. You can do the same
on swim lanes. In the following videos, we'll look into using
some of these functions and managing sub
tasks. Stay tuned.
3. (Guided Board) Managing Tasks with ServiceNow Visual Task Boards: What if managing all your tasks could be both simple
and powerful? In this video, I'll show
you how to manage tasks in visual task boards with
dragon drop simplicity. Prepare to unlock a new level of organization and
collaboration. Let's dive in. On the top of the board, you
can see the list of labels, the filter that you can apply on the SLA that we selected. And the list of members and
assignees on the board. You can easily drag and
drop these on the card. For example, you can select a label and assign it
to multiple cards. You can give multiple
labels to a card. When it comes to the board
members and assignees, you can easily select a user, drag and drop the name to be either the primary assignee
or additional assignee. This way, you can
easily assign tasks, however you like to one or multiple
assignees on the board. Now, let's look at some of these cards and see what
options are available for us. If I open one of the cards, I can see some information. For example, changes to
the state of the card, the comments left on the card, information about the assignees, the labels allocated
to the card, and if there is any due
date for this task. Now let's close this
and try another card. As you can see, there is an
attachment in this card, which I can easily
open or download. I can update the short
description of the card. I can add to the
description of the card, and my changes are
immediately reflected. I can leave additional comments, which means customers
can see it, or I can tick the box for work notes and leave
an internal message. On the right pane, the first tab is a detailed step which
we've already looked into. There is the assignee tab, which you can see
who the primary assignee of the task is. And if there are any
additional assignees, you can add additional
assignees or simply promote an additional
assignee to become the primary
assignee of the task. Next, you see the labels. You can easily go ahead and
add a couple of labels, so you can filter them
later on the board. The attachment tab shows
all the attachments, and you can see a checklist tab. This allows you to add items
and take them on or off. Let's add a couple of items. As I'm adding the
checklist items, I can see the entries
in the work notes. And as I start
checking them off, I can see the worknte is being updated to indicate that
an on item is checked off. You can remove the
whole checklist, or you can save it as template, so you can use it later
on on other tasks. This card usually shows the
simple view of the record. If you want to update or
see additional information, you just need to click on
the Hyperlink and the record opens in the default view exactly like how you
see it on the platform. You can see all the available
fields on the form, plus all the tabs
and related lists. You can easily make changes. And update the task. Another way to access this detailed view is the
hyperlink number on the card. It opens the card in the
default view automatically. The key things about
visual taskboard is the interactivity. You can easily share
a board with members, provide visibility to all
the tasks you're doing, and manage your day to day word. The other good thing
about visual taskbard is you can add cards. In this data driven
board on incident table, adding card means
creating a new incident, and similar to every incident
we create on the platform, whether in the classic
environment or the workspace UI, you need to fill in all
the mandatory fields. Let's make it simple and
submit the incident. Since we haven't
defined any priority, you shouldn't be expecting
to see the card in the default planning priority. You can open the incident again, update impact and
urgency to be high. So the priority gets automatically updated
to one critical. Now we're going to update this incident by
adding a word note. And the card is now listed
in the critical swim lane. Same as before,
you can assign it. Move the car to the next lane. Rebrder the card in
the lane to give it a higher priority in case you want the board
members to look at it first. As easy as that. Remember,
you can always go to the Information tab and
update the filters. For example, remove
the condition for the active incident,
save the changes, and that refreshes the board, which means you
should be able to see both closed and
canceled incidents now. When adding members, remember members should have access
to the incident table. In this case, you can
only add users who have at least read access
to the incident table, and that includes all IT users. And as a last note, although you usually receive notifications every time a
task is assigned to you, you could also see
notifications coming to your inbox if the
cards change lanes. And don't forget to check the
activity stream every now and then to see the latest
changes applied to the board. This was an example of managing tasks in a data
driven guided board. In the next videos, we'll look into free form
and flexible boards. The journey continues.
4. (Freeform Board) Working with ServiceNow Visual Task Boards: Ready to transform the way
you work in service now, free full boards are
here to change the game. Stick around as I show you how to quickly create, organize, and track your daily tasks and team projects with this
powerful visual tool. In this video, we're
going to create a free fall board at tasks, manage them, bring in members, and share with them. We've already talked about
creating a new board. This time, we're going
to create a board from the menu on the top left
hand side of the board. You can simply click
on the ad board, select your board type,
which in this case, is a free phone board,
and there you have it. This is the initial
default view of the board. Similar to other combin boards, we have three simple lanes
to do doing and done. Unlike data driven boards, you can update the lane names. For example, I'm going to
change to do to backlog. You can also add lanes
and give it a name. Let's add one more lane. We call it testing. You can easily move the lane to
your desired position. On the vertical lane
menu, you can add cards, set lane limit, height
lane, and delete lane. Let's start by adding a card. Adding cards in free form boards create private tasks that
are only available to you. I'll add a few more cards. I can easily move cards
to different lanes, add members to the board so they can see what
I'm working on. Start using labels or do
some extra configurations. Let's give the board a name and start adding some
descriptions to the cards. Let's assign some of these
tasks to the board members. Now, let's add some attachments, drag and drop them on the cards. You can add a few labels. As you can see, the
default view of the cards does not
provide much information. I cannot see the descriptions of added or the files
that I've attached. Although you can open the cards individually and see
the information, you can also navigate to the configuration tab and
take the show compact cards. This will allow you
to see additional information on the card, such as the description, the attachments, and some
of the card information, like, who was the last
person who updated the card? What's the state of the card
or who it is assigned to? I can hide some
information and keep the rest now let's open a
card and see what we can do. Similar to other board types, you can see certain information. On top of what you can usually
do on free form boards, the additional option
that is available in the detailed section are the tools that are provided
to better manage the tasks. For example, you can archive
a task or move it to another free form board or to a different lane
on the same board. This time, let's archive the card and see
how it looks like. You get a confirmation pop up, and as soon as you confirm, the card disappears
from the board. However, you can still access
the card by navigating to the information tab and select
the view archived tasks. This archive capability is also available at
the lane level. For example, you can go to the vertical lane menu and archive all
cards in that lane. In the list of archive tasks, you also have the option
to restore a card. And the card goes
back to the board. Although the default view of free form boards do not
provide swim lanes, you can still add swim
lanes by toggling it on. Initially, you are provided
with one swim lane where you can update the name
and add new swim lanes. You can also add sorting. For example, you want to sort the cards based
on their creation date, and you can choose either
ascending or descending order. Let's save it. You can have multiple
sorting applied at once. Another thing I
would like to do on a card view is adding
checklist items. Let's add a few items. And take off a few of them. Now, if I close this card view, I can see three items have
been checked off already. So this is another way to make sure tasks are being
completed as planned. We've seen how free
phone boards give you incredible power to manage
your personal tasks visually. But the real magic
happens when you start pulling in work from
across service now. Get ready because
in the next video, I'm going to expand
our free fm boards to include various
task types and explore how to manage that consolidated view
effectively. Don't miss it.
5. (Freeform Board) Adding Tasks to ServiceNow Visual Task Boards: If you're leveraging
ServiceNow's visual task boards, you know how handy they can be. But did you know that
free phone boards offer an excellent level of flexibility beyond
just private tasks? That's right.
You're not limited. In this video, we're diving
deep into how you can supercharge your
free phone boards by adding various task times, like incidents and
change requests. We'll cover adding tasks
from a list view and from a task form to see how
they all come together. Let's navigate to the list of
unassigned open incidents. I can see 16 tasks
listed in here. Let me apply a filter and only show incidents
that are in new state. Now the list is
down to 13 tickets. I can choose one multiple
or all tasks at once. Go to the actions menu and add them to a
visual task board. In this example, you're
only provided with a list of free phone boards where you can add
these cards too. Let's choose the board
that we've just created, and they're automatically
added to my board. Let's go back to the board. By default, any tasks added
to a free flow board from a list will be automatically added to the
first lane of the board. In this example, I can see all tasks are listed
under the backlog lane. I can move some of them to the week two swim
lane that I created. And this is done simply by dragging and dropping the cards. Let me move some
of my previously created cards to the next line. From this view, I can see both incidents and private tasks are listed on this board. I can go on and add
other task types. This time, I'm going to add a change request to this board. Let's go to the list
of open changes. Open one of the change requests and right click on
the top header. You can see the option to add this particular record
to your visual taskbard. Similar to adding tasks
from a list view, you can also add tasks
from the form view. And you get this
confirmation message that this change
request has been added. Let's go back to the board. If you scroll down in the backlog lane of
the first swim lane, you can see your change
requests already added. Since I've applied a sorting
based on creation date, and this is one of
the older record, I can see this change
is down on my list. When I have sorting applied, I cannot manually
reorder cards in the same lane since it's being automatically done by
my sorting criteria. When you're adding other
task types, remember, not all board members may have the right access to view the cards or get
assigned to those cards. And you'll probably notice the closed icon on the top
right hand side of the cards, and that's our easy
way to archive a card without the
need to open the card. Unlike data driven boards, you can freely move any
task types in the lanes, since changes do not actually make updates to
the record itself, so in this case,
even if you move our change request
to the De lane, it doesn't close the change. It just marks it as
done in your board. It still shows us new state on the record and in any new
boards that you create. We've already looked into
the detailed view of the task in data driven boards
like an incident record. You can do the same
with private tasks. Let's try and open
a private task through the hyperlinked number. By default, you're taken to
the VTB view of the task. There is not much
information here, apart from the assignment
group that you can set up. With a proper access, you are able to
switch the view of the form to the default view, and this gives you
additional options and the flexibility to add more information and
track the progress. For example, change the state, set up a parent record, make someone else as the owner or the assignee of the task. Mark it as active or inactive and easily add short description
and description. The good thing about
this is you can also see the activity stream and all
the changes to this task. So you've seen how easy it is to add different task types
to a free foam board, track their progress,
and update them undergo. The real power of free foam boards lies
in this ability to customize and centralize
different work items in one visual space. Feel free to explore further and see how you can make
it work for you. That's all for now. See you in the next video.
6. (Flexible Board) Creating and Working with ServiceNow Visual Task Boards: Ever wanted to
organize your tasks on a custom board without
altering the actual records? Flexible boards
allow you to pull in tasks or records
such as incidents, change requests or project
tasks directly from your ServiceNow instance based on the filters that you define. But here is the best part. You get complete control
over your boards layout. You can customize your
lanes, organize your tasks, exactly how you want without actually changing the wrapper
data in the background. So, whether you're managing
a personal backlog, coordinating a quick project, or just need a custom view
of your team's workload, flexible boards give
you the perfect blend of data integration
and visual freedom. Let's jump in and
see how they work. Here is the list of
all visual task boards that I created and I own. You can see I've already created a guided board and
a free phone board. Now we're going to
create a flexible board. Please note that flexible boards are considered
data driven board. Let's select a data
driven board option. Select your table. In this case, I'm going
to select incident. When it comes to
vertical lane field, unlike guided boards, you
don't select any field. So let's go with the non option. As you can see, the swim
lane field is grade out, since you don't have
any vertical lane, you're not presented with any swim lane field
option either. Let's go to the next screen. Here is where you
define your filters. For example, you're
only interested in active incident and
those incidents that are in higher priority. So I go and select
priority is one of P one critical or P two high. I can go ahead and add sorting, as well, but I'll
keep it for now. As you can see, this filter
will result in 19 cards. So let's create the board
and see how it looks like. As you can see, this is
a Cbund board setup, exactly how the free
form board looks like. The big difference is, it's data driven nature. The cards that are shown here are coming through the
filters that you define. And as you can see, by default, all cards start from
the first lane. Similar to free foam boards, you can update the lane names. Let's call it pipeline,
add new lanes, move lanes, and perform the actions that you can usually do on a free phone board, such as adding a card, setting lane limits, hiding
a lane, or deleting a lane. Let's start by moving
some of these cards. Similar to adding tasks
to free phone boards, if you open a card, you will see updates
such as lane changes, but the actual record on the
platform does not change. And you cannot find
lane changes updates on the actual record. Since the activity stream only records changes to the field and some
record specific updates. Let's close this view. Similar to other board types, you can find some information
on the details cap, such as the assignees, the labels, due dates, attachments, and a quick view of the checklist items
and the progress. You can update the assignee, including the primary assignment and the additional assignees, add labels, view attachments, edit the name, download it, or delete the attachment. And the last tab refers
to the checklist items. As you can see, this incident already had three
checklist items. Let's go ahead and check
off the last item, and you can see the update is recorded in the activity stream. Let's go back to the board. This card view now shows three of the three checklist
items are complete. Unlike free phone boards, you cannot archive a card, but like guided boards, you can hide the lane with
all the cards underneath. And that's a wrap on creating
your first flexible board. You've learned how to
pull in live data and customize your lanes for
the perfect visual layout. But how do you manage the board
itself and add new tasks? In the next video, we'll dive into board
configurations, adding members and watching
real time as new incidents appear on a board
the moment you're created or updated
in service now. You won't want to miss
it. See you there.
7. (Flexible Board) Dynamic Task Management with ServiceNow Visual Task Boards: Welcome back. In
our previous video, we created our first
flexible board, giving us a custom layout for
our live service now data. Now it's time to
manage it like a pro. In this deep dive, we'll explore all the board
level settings from adding members and labels to
customizing the look and feel. Most excitingly,
you'll see how to add new tasks on the fly and watch your board update in real time as the records
change in the background. Let's pick up where we left off. With flexible boards, you have the same capability
to assign labels. Assign users to be the primary
or additional assignee of the task and filter the cards based on the
number or their title. Let me clear the filter, update the board name, and see what we can do
at the board level. We'll start by looking
into the information tab. Similar to other boards, you can mark it
as your favorite, see some basic information, add swim lanes if you need. See the board structure, such as the filters and the
sorting that you applied. Apparently, you can
update on the go, and you should be expecting
the tasks to be updated with every change you
make on the filters. On flexible boards, it is not recommended to add
a vertical lane, mainly because adding a
vertical lane converts it to a guided board and resets the whole
configurations we've done, including the sorting
and the labels. And here is the link to share
the board with members. The user staab is exactly the
same as other task boards. You can make an assignee
to become a member so they can contribute and
have visibility on the board. You can add members as you wish, add labels, update
the label names, or hide the label. The activity stream
tab is pretty standard as it shows you all the activities you've
done on the tasks, and that includes the changes happening behind the scene in the record and not
necessarily the changes from the task board. And the configuration tab offers the same capability as guided boards and
free phone boards, including the option to see
additional card information. And apparently the
advanced settings allows you to update the theme, such as changing the
background color or hiding or showing a lane. Let's close the settings. The next thing I would like to show you is padding a card. Since this is a flexible
board on incident table, adding a card means
creating a new incident. Let's update some of
the mandatory fields. Now the important thing is
this incident should meet the filter conditions that we defined for our flexible board. And that means this should be an active incident with a
priority of one or two. So in order for this incident to appear
on our task board, we'll need to update the
impact and urgency of this incident to indicate a priority two or
a priority one. Now, upon submission, you'll see a new
card is added here. Let me assign this
card to myself. Apparently, adding a card
from a different lane will automatically list that card under that lane. Let's try it. As you can see, the second
incident I created under the doing lane is now listed
here with priority one. Now, let's test something. I would like to go to the
list of all incidents. Find an incident that is in a lower priority upgrade the priority to be
a P one or P two, copy the number for a reference, leave a workne and
update the record. Now, if I go back to my Visual task board,
Search for the number. I can see this incident is
newly added to my lane. If I don't have any
sorting applied, new tasks usually go to
the end of the list. In this case, I can
manually reorder cards and move it to
the top of the list. This was all I wanted to
cover about flexible boards. Now, if I go back to the list
of all boards that I own, I can see the board types
in different colors. And that's a good way to distinguish between the
different board types. This will allow me to easily
jump into my other boards, whether it is a free phone board or a data driven guided board. And that's a complete
look at flexible boards. In the next video, we'll try to compare these
different board types, the capabilities, and
the limitations and understand which board should be used for different scenarios. I hope you enjoyed it so
far. See you back soon.
8. Comparing ServiceNow Visual Task Boards (VTBs): Over the past sessions, we've explored how
to navigate, create, customize and manage tasks using the powerful visual
taskbds in service now. Now to bring it all together, we're going to compare
the different VTB types, freeform, guided and flexible, and discuss when
and where to use each with some real
world examples. This will help you choose the perfect board for
your specific needs. Let's break down
the key differences to make that decision easier. First, think about the primary
purpose of your board. If you need something for your own personal tasks or a quick team project that
requires a lot of flexibility, free phone boards are perfect. They're great for brainstorming or when you have a
unique work flow. But if you need to see your
work based on fixed values, like the status of an incident, a guided board is your best bet. It's ideal for standard
processes like those in ITO and what if you want to see a
specific set of records, but organize them
in a custom way? That's where flexible
boards shine. They let you visualize filtered records while keeping
the original data intact. Next, consider the task stores. Meaning, where do the tasks
on your board come from? With free phone boards, you're often creating
private tasks manually, but you can also pull in existing records from
anywhere in service now. Guided and flexible boards
are more automated. They're both dynamically
populated from a table. The difference is that guided boards pull
in records based on the filters and the fields
you use for the lanes, while flexible boards pull them in based on only the
filters you set up. Now, what about the lanes? How are they defined? On a free phone board, you have complete control. You create and name
the lanes yourself. The same is true for
a flexible board. On a guided board, however, the lanes are
automatically created based on the different values
in a field you choose, like the priority
of an incident. A really important difference is what happens when
you move a card. On free form and
flexible boards, moving a card is just
for visual organization. It does not change
the underlying data. This is where guided
boards are powerful. When you move a card from
one lane to another, like from N to in progress, you can actually update the field on the real
record in service now. Finally, let's
touch on archiving. Free foam boards are the
only type that supports the archiving of both
cards and lanes. With guided and flexible boards, you don't really archive
cards in the same way. On a guided board,
you might hide certain lanes and on
a flexible board, the visibility of records is all based on the
filters you've set. Let's illustrate with some
real world scenarios. First up, let's consider
an IT support specialist. We'll call her Melissa, who's trying to organize
her daily work. For her, a free form board
would be a great choice. She can create lanes
like my to do today, waiting for user and escalated. She'll add her private tasks and also drag in
specific incidents or requests assigned to her from service now for a
consolidated personal view. Moving an incident
to waiting for user on her board is just for
her visual tracking. It doesn't change
the incident record itself unless she
opens it to do so. Next, picture a major
incident management team that needs to see all critical
incidents at a glance. They would likely turn
to a guided board. They can set it up for the incident table with
vertical lanes based on the state field and swim lanes based on major
incident state. This gives them an instant, accurate view of all
critical incidents and their current status
directly from the system. Moving an incident card from
the in progress lane to the resolved lane would update the actual
incident records state. Now, what about a
software development team that needs to track the life
cycle of high priority bugs? In this case, a flexible
board is the perfect option. They can filter for
defect type tasks that are active and have a
critical or high priority. Then they create custom
lanes like bug triage, development, testing,
and ready for release. Moving a bug card
through these lanes on the flexible board helps
them track its progress in their specific workflow
without necessarily changing the bugs official state field in service now until key
milestones are hit. This is especially useful
if the internal process has more granular steps than
the standard states allow. And for our last example, imagine you're on
an HR delivery team that works in an
agile environment. You have a backlog of user
stories that enables and enhances different features and functionality for the employees. As part of your sprint planning, you've included
stories to work on the survey management
for new hits, some portal capabilities,
and employees profile data. And you would like to
track the progress of these stories in
the current sprint. The service now Agile Board helps you through
this journey by embedding a data driven
visual task board for your sprint tracking. On this guided board, you can monitor how your team is delivering
the stories and contribute to the success of this sprint and the
overall project. As you can see, the choice of board really depends on
what you want to achieve. Do you need ultimate flexibility for personal or unique tasks? Free form is your friend. Do you need a board that is strictly reflex and potentially updates your
existing record data based on feels like state? Guided boards are the way to go. Or do you need to see a filtered set of live
service now records, but organize them visually in costal lanes without immediately changing the underlying data? Then flexible boards
offer that pulpit blend.
9. Class Conclusion: Welcome to the final
video in our course. Getting started with
ServiceNow Visual Taskforce. Let's quickly recap the TV times we've learned about
free phone boards. These are your go to for
ultimate flexibility. You can quickly create them
to organize personal tasks or team projects where you want complete control over laying names and the
content within them. While they initially
create private tasks, we've also seen
how you can bring in various existing service now task types like incidents or change requests,
data driven boards. These boards connect directly
to your service now data. Guided boards, as
the name suggests, these are more structured. The vertical and horizontal
lanes are directly mapped to specific field values
from your service now tables like an incident
state or priority. This provides a clear
data back view of your work based on existing
record attributes. Flexible boards. These also pull in tasks
or records directly from your service now instance
based on filters you define. But the magic here is
the layout control. You can customize your
lens exactly how you want without changing the actual record data
in the background. Throughout this course,
you've gained the skills to harness the power
of visual taskbards. We've covered everything
from creating your first board
to managing tasks, customizing views, and
collaborating with your team. The real power
comes from applying this knowledge to your
specific workflows. Don't be afraid to experiment. Create different types of
boards for different purposes. See what works best
for you and your team. Visual taskbards are
designed to make your work more transparent,
organized and efficient. Thank you for joining me in this course on service
now Visual Taskboards. I hope you feel
empowered to go out and transform the way you manage
your tasks and projects. Happy days. See you soon.