My Boards

Introduction

My Boards is a feature of Service Manager which provides an alternative way to view and manage requests. Each board consists of a number of definable lists which can contain request cards. 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 a team where all team members can view and update the board.

Setup

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

within a request

- Automatically by using a Business Process workflow

To Move requests from one list to another - Simply drag and drop as needed

- 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

My Boards

Introduction

Setup

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