My Boards
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IntroductionMy Boards is a feature of Service Manager that provides an alternative way to view and manage requests. Each board consists of a number of definable lists that can contain request in the form of a card. These request cards can either be manually added and moved between lists or they can be added and moved automatically through the use of BPM workflows. A user can create a board for their own personal management of requests, or it can be shared with other users and teams where rights permitting other users can modify the content or just view in Read-Only mode.|style="width:5%"| |
Related ArticlesSetupAdministrationAccess to the boards feature is controlled through a Service Manager role called 'My Boards'. This role can be assigned to the users that require access to use the boards. This can be done by an Administrator from within Hornbill Admin Create a BoardThe My Boards option is accessed from Service Manager menu in the Application bar on the left hand side. Selecting this will take you to the My Boards landing page which lists all of the boards that you have access to.
Once a Board has been created, the owner of the board can choose to Share the board with other users and teams. A Board can be shared with multiple users and teams and this is configured under the Edit Board option. Boards can be shared in two ways:
Select Add to Share When sharing a board with Users and Teams, you can choose to allow them to be able to modify the Board when you add them. Assigning the Can Modify to Users or team's will allow them to:
Users and Teams who are not assigned the rights to modify the board, will still be able to view the Board in a Read'Only role, but they will not have the option to add requests and comment cards. Assigning a User or Team modify rights does not allow them to view the Edit Board options to administer the Board. Users and Team's rights to view and modify a Board can be managed by the Board Owner, and through the Edit Board option, they can remove Users and Teams, as well as change their rights to modify the Board.
Edit a Board
Owners can:
Using BoardsAdd Requests to a BoardThere are a few different areas from where you can add requests to a Board. Requests can be added either manually or automatically. Request List
Request Record
Managing Request Cards
CommentsYou can add a comment card to the board using 'Add Comment' to breakup lists into sub-groups Color CodesThe change in the status of a request will alter the color of the request on the Board
List Headers
View MembersProvides visibility of who the owner of the Board is, and who the Board has been shared with. View LogAn audit trail of changes is available by selecting the 'View Log' option Board AutomationThe adding, moving, and removing of requests on a Board can be automated through the configuration of the Business Process workflows associated used by the different requests. The configuration of this is done through Hornbill Administration. Using automation to manage requests on a board can be particularly useful when a board has been created that represents the process stages for the requests assigned to that board.
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