Difference between revisions of "My Boards"

Revision as of 15:33, 14 April 2015

In Service Manager you can setup and configure Boards if you have the required role assigned to you. Try:-

To Setup a new board - Launch My Boards for the Service Desk icon. At the top left select the current board (if its the first it will called My Board) and then 'Add new board'. Complete the form and identify other teams you want to share it with (if any). Also add the lists (the buckets/columns you need) then Finish.

To Edit an existing board - Launch My Boards for the Service Desk icon. Use the 'Edit Board' option to change the board as needed then finish.

- Add manually from a request list by selecting the check boxes for the requests and then 'Add to Board' on the request list toolbar

- Selecting

within a request

- Automatically by using a Business Process workflow

- An audit trail of changes is available by selecting the 'View Log' option

- You can add a comment card to the board using 'Add Comment' to breakup lists into sub-groups

- Resolved requests automatically turn green

@@ Line 1: / Line 1: @@
 [[What_are_'My_Boards'? | What are 'My Boards'?]]
-[[How_can_do_I_Manage_'My_Boards'?|How can do I Manage 'My_Boards'?]]
+In Service Manager you can setup and configure Boards if you have the required role assigned to you.  Try:-
+:* To '''Setup a new board''' - Launch My Boards for the Service Desk icon. At the top left select the current board (if its the first it will called My Board) and then 'Add new board'. Complete the form and identify other teams you want to share it with (if any). Also add the lists (the buckets/columns you need) then Finish.
+:* To '''Edit an existing board''' - Launch My Boards for the Service Desk icon. Use the 'Edit Board' option to change the board as needed then finish.
+:* To '''Add requests to board'''  - You can do this by :-
+:: - Add ''manually'' from a request list by selecting the check boxes for the requests and then 'Add to Board' on the request list toolbar
+:: - Selecting [[File:Add_to_board_from_request.png|100px|add to board]] within a request
+::- ''Automatically'' by using a Business Process workflow
+:* To '''Move requests from one list to another''' - Simply drag and drop as needed
+[[File:Information.png|16px|info]] - An audit trail of changes is available by selecting the 'View Log' option
+[[File:Information.png|16px|info]] - You can add a comment card to the board using 'Add Comment' to breakup lists into sub-groups
+[[File:Information.png|16px|info]] - Resolved requests automatically turn green