Getting Started with ServiceNow Visual Task Boards

Name: Getting Started with ServiceNow Visual Task Boards
Rating: 4.8 (75 reviews)

Learn everything about ServiceNow Visual Task Boards (VTBs): Guided, Freeform, and Flexible Boards [Unofficial]

Created byAli Saghaeian

Last updated 9/2025

English

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.

Course content

6 sections • 9 lectures • 1h 0m total length

Course Introduction6:01
Boost your ServiceNow productivity with my new course, "Getting Started with ServiceNow Visual Task Boards"!
Seeking a more innovative way to manage your projects and daily tasks?
Join me as I guide you through the dynamic world of Visual Task Boards (VTBs).
Whether you're dealing with incidents or change requests, or simply organizing your to-dos, learn how VTBs can transform your workflow into an engaging, visual experience.
No prior VTB know-how needed, just a desire to streamline your work and enhance collaboration.
Ready to elevate your ServiceNow game? Let's dive in!

Navigating Guided Visual Task Boards8:14
Are your tasks scattered and your to-do lists endless?
Discover how you can transform chaos into clarity with Visual Task Boards (VTBs).
Learn how to create data-driven Guided boards that let you visualize, organize, and prioritize tasks effortlessly. Whether you're tracking incidents by state, priority, or any other parameter, this video will help you navigate and master this tool.
Stay tuned as I dive deeper into advanced VTB configurations and task management strategies.
Managing Tasks with Guided Visual Task Boards7:44
Simplify your task management process with Visual Task Boards (VTBs)!
Discover how drag-and-drop simplicity can transform your workflow, enhance collaboration, and streamline organization.
This video guides you through managing tasks effortlessly with Visual Task Boards, offering valuable insights into enhancing productivity.
From assigning tasks to updating incidents dynamically, this video covers it all.
Dive into a new level of task management with Guided Boards.
Quiz 1 - Test Your Knowledge on Guided VTB

Working with Freeform Visual Task Boards7:28
Transform the way you work in ServiceNow with the power of Freeform boards!
Discover how to create, organize, and track your daily tasks and team projects visually.
Join me in this video guide to master creating boards, managing tasks, and bringing your team together for seamless collaboration.
And, stay tuned for my next video where I'll integrate various task types for an all-encompassing view!
Adding Tasks to Freeform Visual Task Boards6:24
Unlock the full potential of your Freeform boards with this video! ✨
Discover how to supercharge your workflow by adding diverse task types, including incidents and change requests.
Learn to seamlessly navigate your tasks, leverage filters, and customize your visual workspaces for maximum efficiency and productivity.
Dive into the flexibility and power of ServiceNow's Visual Task Boards (VTBs)!
Quiz 2 - Test Your Knowledge on Freeform VTB

Creating and Working with Flexible Visual Task Boards6:08
Master the art of Task Management with ServiceNow Flexible Boards!
Tired of rigid task management systems and want the freedom to customize without compromising data integrity?
Dive into the world of Flexible boards, where you can create custom views, organize tasks seamlessly, and pull live data from your ServiceNow instance.
Explore the power of visual freedom coupled with data-driven insights!
Check out this walkthrough video to learn how to set up your first Flexible board and take control of your task management today.
Don't miss out—Get ready to transform your project coordination!
Dynamic Task Management with Flexible Visual Task Boards6:44
Elevate Your Task Management Game!
Are you ready to take control of your visual task boards like a pro?
Dive into this video where I explore the powerful features of Flexible boards on ServiceNow.
Learn how to customize with board-level settings, manage tasks in real-time, and much more.
Whether you're adding new tasks on the fly or becoming a board maestro, this deep dive has got you covered.
Catch the full insights here and transform your workflow efficiency!
Quiz 3 - Test Your Knowledge on Flexible VTB

Comparing Visual Task Boards8:59
Unlock the full potential of ServiceNow's Visual Task Boards with this breakdown!
Whether you're an IT specialist, a major incident manager, or part of a software development team, choosing the right VTB type is crucial for streamlining your workflow.
In our detailed exploration, we compare Freeform, Guided, and Flexible boards, providing real-world examples and insights on when to use each.
Discover the perfect board to suit your needs and enhance productivity.
Dive into the nuances and get started on optimizing your task management!

Course Conclusion2:53
Excited to announce the completion of the course 'Getting Started with ServiceNow Visual Task Boards'!
Whether you were looking to streamline your personal tasks or optimize team projects, this course offered hands-on experience with Freeform, Data-Driven Guided, and Flexible boards, unlocking new levels of efficiency.
Aimed to transform your workflows and bring transparency and organization to your projects.
You can now start enhancing your task management skills!
Practice Exam: Visual Task Board (VTB)

Requirements

No prior knowledge or experience is required.
Basic familiarity with ServiceNow as a user is advised.

Description

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.

Who this course is for:

Anyone who uses or is interested in using ServiceNow
Project Managers, Team Leads, IT Support Professionals
Individual Contributors looking to enhance their personal productivity
Anyone interested in using Kanban boards or Visual Task Boards (VTBs)

Getting Started with ServiceNow Visual Task Boards

What you'll learn

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Course content

Introduction1 lecture • 6min

Guided Boards2 lectures • 16min

Freeform Boards2 lectures • 14min

Flexible Boards2 lectures • 13min

Comparing Board Types1 lecture • 9min

Conclusion and Congratulations1 lecture • 3min

Requirements

Description

Who this course is for: