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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Installed with Visual Task Boards

Several types of components are installed with Visual Task Boards.

Parent Topic:Visual Task Boards reference

Tables installed with Visual Task Boards

Tables are added to your instance when you activate Visual Task Boards.

TableDescription
Board Member\[vtb\_board\_member\]Stores a record for each member of each task board.
Private Task\[vtb\_task\]Stores a record for each personal task on each freeform board.
Visual Task Board\[vtb\_board\]Stores a record for each task board.
Visual Task Board Card\[vtb\_card\]Stores a record for each task card on each task board.
Visual Task Board Card History\[vtb\_card\_history\]Stores records for certain task card changes, such as lane or assignee changes. Each record indicates the previous value and the new value.
Visual Task Board Lane\[vtb\_lane\]Stores a record for each lane on each task board.

Properties installed with Visual Task Boards

Properties are added to your instance when you activate Visual Task Boards.

PropertyDescription
vtb.board.upload\_limitSets the maximum file size in megabytes allowed for each task card attachment.- Type: integer - Default value: 10 - Location: System Property [sys_properties] table

Script includes installed with Visual Task Boards

Script includes are added to your instance when you activate Visual Task Boards.

Script includeDescription
VisualTaskBoardsProvides general utilities for Visual Task Boards.
VTBBoardSecurityProvides security utilities to control board access.
VTBGetBoardsByUserProvides a method that retrieves all the boards a specified user owns or is a member of.
VTBTaskSecurityProvides security utilities to control task access.

Client scripts installed with Visual Task Boards

Client scripts are added to your instance when you activate Visual Task Boards.

Client scriptTableDescription
Add Kanban ChoiceVisual Task Board\[vtb\_board\]Adds the -- Kanban Board -- option to the Lane field field. This option indicates that the task board is a flexible board.

Business rules installed with Visual Task Boards

Business rules are added to your instance when you activate Visual Task Boards.

Business ruleTableDescription
Add members to live groupBoard Member\[vtb\_board\_member\]If a Connect Chat conversation is created for a task board, this business rule adds the board members as conversation members.
Remove member from live groupBoard Member\[vtb\_board\_member\]If a Connect Chat conversation exists for a task board and a user is removed from the board members, this business rule removes the user from the conversation members.
Remove member from VTBLive Group Member\[live\_group\_member\]If a Connect Chat conversation exists for a task board and a user is removed from the conversation members, this business rule removes the user from the task board members.
Sync board name to ConnectVisual Task Board \[vtb\_board\]If a Connect Chat conversation exists for a task board and someone updates the board name, this business rule updates the conversation name.
Sync chat name to VTB boardLive Group Profile\[live\_group\_profile\]If a Connect Chat conversation exists for a task board and someone updates the conversation name, this business rule updates the board name.
Sync Members With VTBLive Group Member\[live\_group\_member\]If a Connect Chat conversation exists for a task board and a user is added to the conversation members, this business rule adds the user as a board member.
Update Board on Card ChangeVisual Task Board Card\[vtb\_card\]Triggers the system to update the task board when changes occur to the cards.
Update Board on Lane ChangeVisual Task Board Lane\[vtb\_lane\]Triggers the system to update the task board when changes occur to the lanes.
update board on lane changeBoard Member\[vtb\_board\_member\]Triggers the system to update the task board when changes occur to the board members.
VTB Previous Additional AssigneesPrivate Task\[vtb\_task\]Triggers the system to send an email notification to users when they are designated as additional assignees for cards.

Related topics

Connect Chat

Notifications installed with Visual Task Boards

Notifications are added to your instance when you activate Visual Task Boards.

NotificationDescription
VTB member addition notificationSends an email notification to the member about their addition to the board.
VTB member deletion notificationSends an email notification to the member about their removal from the board.
VTB additional assignee notificationSends an email notification to users when they are designated as additional assignees for tasks.
VTB assignee notificationSends an email notification to users when they are designated as the primary assignees for personal tasks.
VTB lane change notificationSends an email notification to a task's assignees when the task changes lanes.
VTB lane limit reachedSends an email notification to the board member that the number of tasks in the lane has reached the set lane limit.
VTB lane limit exceededSends an email notification to the board member that the number of tasks in the lane has exceeded the set lane limit.
VTB card movement across vertical lanes and swimlanesSends an email notification to the board member with the details of the card moved and the member who moved the card.