Difference between revisions of "Boards Action Item"

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* The list of Boards displayed will be filtered to those which the viewing analyst has the rights to view and add too.  
 
* The list of Boards displayed will be filtered to those which the viewing analyst has the rights to view and add too.  
  
== Viewing the Boards a request is already added too ==
+
== Viewing the Boards a request is already present on ==
  
 
Once the request has been added to one or multiple Boards, either manually from the request or through business process automation, the boards the request is on will be visible.
 
Once the request has been added to one or multiple Boards, either manually from the request or through business process automation, the boards the request is on will be visible.
 
* You can click on the board, to be taken directly to the board to view the request on the board
 
* You can click on the board, to be taken directly to the board to view the request on the board

Revision as of 12:56, 11 April 2017

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Introduction

The Boards Action Item lets you both add a request to one or more Boards and specific Board lists, as well as view which Boards the request is already present on.

Related Articles


Adding a request to a Board

Board Action Item.png

From the drop down select the Board and List you wish to add the request too.

  • The list of Boards displayed will be filtered to those which the viewing analyst has the rights to view and add too.

Viewing the Boards a request is already present on

Once the request has been added to one or multiple Boards, either manually from the request or through business process automation, the boards the request is on will be visible.

  • You can click on the board, to be taken directly to the board to view the request on the board