How to Customize the Card View on Visual Task Boards (VTB)

  Applicable to all supported ServiceNow releases with Visual Task Boards enabled.

  To customize the fields shown on cards in a Visual Task Board:

1. Open the Task Record
   • Navigate to the task type you want to modify (e.g., open an Incident record).
2. Switch to VTB View
   • Right-click the ☰ menu (top-left corner of the form)
   • Select View > VTB
3. Configure the VTB Form Layout
   • Right-click on the form context header (e.g., Incident)
   • Click Configure > Form Layout (or Form Builder)
   • Add the fields you want to display on the card view (e.g., Priority, Assignment Group, Short Description)
   • Click Save
4. Enable Card Info Display on the VTB Board
   • Open the Visual Task Board for that record type
   • Click the Configuration gear icon
   • Select Show Card Info (This setting is available only when Compact Cards is disabled.)
   • This enables display of the fields added to the VTB form layout
5. Verify the Changes
   • The selected fields should now appear on each card within the VTB board.

Additional Notes

• These changes are specific to the current board and task type.
• Ensure the fields you want are part of the task table and added to the form layout.
• If a field doesn’t appear, try refreshing the board or clearing browser cache

The following card details are hard coded on the platform and cannot be customized. They are predetermined by the system to ensure consistency across the platform.