Difference between revisions of "Boards Action Item"
Jump to navigation
Jump to search
| (12 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
| + | 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]. | ||
| + | |||
| + | [[file:hornbill-document-library.png|Boards Action|link=https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/boards-action/]] | ||
| + | <!-- | ||
| + | |||
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
| − | __NOTOC__[[Main Page|Home]] > Service Manager | + | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > Boards Action Item |
</div> | </div> | ||
{|style="width: 100%" | {|style="width: 100%" | ||
| Line 6: | Line 11: | ||
|style="width:73%"| | |style="width:73%"| | ||
== 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. |
|style="width:5%"| | |style="width:5%"| | ||
| | | | ||
| Line 12: | Line 17: | ||
== Related Articles == | == Related Articles == | ||
| − | :* [[ | + | :* [[My_Boards|Boards]] |
| − | :* [[ | + | :* [[Service_Manager_Business_Process_Workflow#Access_Control|Access Control]] |
| − | |||
|} | |} | ||
<BR> | <BR> | ||
| + | |||
| + | == Adding a request to a Board == | ||
| + | [[File:Board_Action_Item.png|right|400px]] | ||
| + | |||
| + | 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 | ||
| + | |||
| + | == 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.
