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How to move the Private Task or VTB Card from one Board to another Board on Visual Task Freeform Boards - Support and Troubleshooting
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KB0725114

How to move the Private Task or VTB Card from one Board to another Board on Visual Task Freeform Boards


2495 Views Last updated : Apr 7, 2024 public Copy Permalink
KB Summary by Now Assist

Issue

Description


How to move the Private Task or Card from one Board to another Board on Visual Task Freeform Boards

Procedure


The follow a example used in this KB:

Private Task Record, for example: PTSK0001005
Source Freeform Board: the Private Task (vtb_task) currently belong to. For example: 'Board A'
Target Freeform Board: the Private Task need to move to. For example: Board name: 'Board B'

The steps to change the record (PTSK0001005) from 'Board A' to ''Board B' on lane 'Lane B' as the following:


This change require the user to be the Board Owner or the Admin who can change VTB records

  1. To get the order number from the target board:
    - Navigating on left panel: vtb_board.list
    - search Board name as source board: Board B
    - on the related "Visual Task Board Cards" tab
    - sort the Order field by 'z to a' to check the max number. For example: max number shows 10
    2. Find the card on the source board which Private Task link to
    - Navigating on left panel: vtb_card.list
    - Search the task number under Task column. for example: PTSK0001005
    - The list view should include the follow columns, if not add them to the view: Board, Lane, Task, Order
    3. On the record list view:
    - Double Click on Board field record, change the Board name from 'Board A' to 'Board B' by lookup list or selecting the name on the cell
    - Double Click On Lane cell, change the correct lane: 'Lane B' from the lookup list. ***Important: Please make sure you changed the lane from the lookup list since it may be linked to the source board with the same lane name
    - Double Click on the Order cell, change the order number to increment by 1 that we derived from last bullet in step 1: the value would be 11 for our example.

After the change, you can review the board, the PTSK0001005 should show up on Board B on Lane B ordered as 11.

Applicable Versions


All

 


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