Tasks Module
Visual Task Boards allow you to:
" Manage tasks through a visual, drag-and-drop interface, Identify process bottlenecks at a glance, in real-time, Track embedded activity screens to view updates all in one place"
My Work: list of all active tasks assigned to you, including:
"Change Request, Group Approval, Incident, Knowledge Base Submission, Request, Security Case, Visual Task Board Task"
Path to access My Groups Work
(All > Service Desk > My Groups Work)
Path to access My Work
(All > Service Desk > My Work)
Real-Time Editing
Edit records in real time and see edits saved by other users, improving collaborative efforts.
What needs to be enabled to only display the Work notes field?
Show one journal field
TRUE OR FALSE: When responding to an email from ServiceNow, do not change the Subject as it may not be saved to the correct record.
TRUE
True or False: It's not good practice to assign roles to individual users. For organizational practices, it's best to assign roles to a group that contains users.
TRUE
true or false: A group may also contain other groups in the Platform.
TRUE
true or false: If the Work notes field is the only field displayed, you may select the Additional Comments (Customer visible) checkbox (not shown below, but you may practice this in your instance). Otherwise, the customer will not be able to see what you posted.
TRUE
true or false: in user presence If you do not see another user's avatar in the form header, you are the only viewer on the record.
TRUE
different sections of a VTB
The Change boards icon, Taskboard tools, Quick panel, Lanes, and Cards
Which feature facilitates synchronous collaboration within one record?
User presence
Tasks assignments will be determined by:
Users groups and roles in the platform. Access my work and my groups work modules to view all tasks a
taskboard tools
area to filter taks by title or number, view info, add or view members, add ir filter labels, show activity stream, and select vtb configurations.
Activity Section changes include:
assignment and reassignment, additional comments and work notes, updated field values, state changes, and more.
You may also show a VTB from a list view, by
breaking up data for whichever column the VTB is created from. All you have to do is select Column options (from any column) and select Show Visual Task Board. Easy!
who can be assigned a task?
can be assigned to specific users or user groups.
Users
can belong to more than one group. Every user belonging to a group inherits that group's roles.
On a record, you can use the Notes tab to
communicate to stakeholders and document task activities throughout the task's lifecycle.
The Activity section located under the Notes tab provides a
complete history of a record, from creation through closure. It details who made an update, what the update was, and when the update was made.
The Activity Stream inline editor enables users to
contribute to actual work within a record without opening a form interface.
Roles
control access and permissions to features and capabilities in applications and modules.
VTB functions within the platform
create a personal to-do list, collaborate in real-time with group members on assignments, and more!
What are the two types of Visual Task Boards? (select two answers)
data dtiven and freeform
The Show all journal fields icon allows you to
display multiple fields under the Notes tab, including Work notes and Additional Comments.
Quick Panel
displays the active participants, or assignees that appear on the board, depending on the data presented.
To change the title of a VTB, all you need to do is
double-click the title, and hit Enter on your keyboard (or click anywhere else on the board) when done.
The User Presence feature
facilitates synchronous collaboration within one record. See who is online, view their current status, and what they are viewing or editing, all in real-time.
what does the "pulse" icon indicate?
fields that are being edited
how are VTBs displayed?
graphically as lanes and cards
Every user (that's you!) can be assigned to a
group
Tasks can be assigned to
groups and then to single users belonging to that group.
Groups
identify a subset of users based on roles and have unique names in servicenow
The"itil" role
is required to access the My Work (All > Service Desk > My Work) and My Groups Work (All > Service Desk > My Groups Work) modules in the Service Desk application.
Show Activity Stream
jump to the record Activity section, which includes the record history and updates by you and other viewers.
lanes
lanes separate each card into different categories, you may drag and drop cards into one lane or another.
My Groups Work:
list of all active tasks assigned to your group(s) but not yet assigned to an individual.
The Service Desk application menu allows you to
locate all work assigned to your group(s) or to you.
What type of table is the task table?
one of ServiceNow's core tables and provides a series of standard fields used on each of the tables that extend it
Once enabled, you can then select the Show one journal field icon to
only display the Work notes field.
Freeform VTB:
personal organizer, creating individual tasks of any kind and freely adding, removing, and modifying cards and lanes.
Tasks in servicenow are displayed as...
records that can be assigned to and/or completed by a user in servicenow.
show all/ change boards
select this 4-square icon to show all vtbs you own or belong to . This area also displays the VTB title.
You may create a VTB from a list view by
selecting a few records (or all records, as seen below), selecting the Actions on selected rows dropdown menu, and then selecting Add to Visual Task Board.
cards
task records from a list presented with a short description, task number, when it was updated and who it is assigned to.
How do you access data in servicenow?
through records
How is task assignment experienced in servicenow?
through users groups and roles.
VTBs provide a landing page to
view and organize work in ServiceNow.
inline commenting on the activity stream means you can
annotate records as updates are made, allowing multiplied efforts across several pieces of work simultaneously.
A task is
any record that can be assigned to or completed by a user in ServiceNow.
Users can be assigned permissions to:
Approve, change, or resolve incidents and requests; Provide a reference for alerts and notifications; Receive email notifications
To get started with a VTB, navigate to
All > Self-Service > Visual Task Boards
Data Driven VTB:
Allows you to add tasks to a flexible or guided task board. Create filters to display specific records from a table. You may not change the title of lanes presented in a Data Driven Board.
There are two types of VTBs:
Freeform and Data Driven.
what tables extend the task table?
Incident, Problem and Change Request
What are the names of the two modules in the Service Desk application, where you can locate work assigned to you and/or your group(s)? (select two answers)
My Work and My groups Work
what module are in the service desk application?
My Work and My groups Work
Which tab would you use to communicate to stakeholders and document activities through the task's lifecycle?
Notes
When is a task updated?
They are updated as the work defined by the task is completed (moved to a Closed state)
Additional comments (Customer visible)
This field provides a way to communicate with the requester and other stakeholders directly in ServiceNow.
Work notes
This field provides a way to document all the technical and behind-the-scenes work on a task. Work notes are only visible to internal users and are not available to external users or customers.
Visual Task Boards
Transform your lists and forms into an interactive graphical experience
are additional comments emailed to the the requestor?
YES, When the requester receives an email notification containing additional comments, they can reply to the email, and their feedback will also be documented in the Activity log of the record!
each record is associated and housed in what?
a table
the "admin" role provides access to
all features and capabilities and can grant access to other roles, groups, and users in the Platform.
what is real-time editing an extension of?
an extension of user presence, It allows you to work with others on the same record, indicating their state (editing or viewing).
