Difference between revisions of "Boards Action Item"
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+ | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/boards-action/ Hornbill Document Library]. | ||
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+ | [[file:hornbill-document-library.png|Boards Action|link=https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/boards-action/]] | ||
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− | __NOTOC__[[Main Page|Home]] > Service Manager | + | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > Boards Action Item |
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== Introduction == | == Introduction == | ||
− | The | + | 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. |
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== Related Articles == | == Related Articles == | ||
− | :* [[ | + | :* [[My_Boards|Boards]] |
+ | :* [[Service_Manager_Business_Process_Workflow#Access_Control|Access Control]] | ||
|} | |} | ||
<BR> | <BR> | ||
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+ | == Adding a request to a Board == | ||
+ | [[File:Board_Action_Item.png|right|400px]] | ||
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+ | 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. | ||
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+ | == Viewing the Boards a request is already present on == | ||
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+ | 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 | ||
+ | |||
+ | == Removing a request from a Board == | ||
+ | Each Board listed in the Boards action item provides an X which when selected the request that you are currently viewing will be removed from that board. This option is not available to users that ''Read Only'' access to a board. | ||
+ | --> | ||
+ | [[Category:HDOC]] |
Latest revision as of 18:14, 10 April 2024
This document can now be found at its new location in the Hornbill Document Library.