Guest Paul Alexander Posted July 2, 2020 Posted July 2, 2020 I'd like to be able to use a board to view the requests assigned to a particular analyst in a team, as well as requests which HAVEN'T been assigned. So, I have a board which I have a number of lanes in. One of these lanes I'd like to show requests for this team which haven't been assigned to an analyst yet. The other lanes are for requests which have been assigned, one lane per analyst. These lanes should show requests assigned to this analyst. I'd like to be able to drag and drop the request into a different analysts' lane and for that to reassign the request to whoever's lane I've dragged it in to. I understand that I can reassign using the filter option at the top of the screen, but is there a way (or could there be a way) of reassigning and showing requests per analyst in a board view please? I also understand that I can put in a 'wait for analyst' node in the bpm and then add the request to the board after that point, but it doesn't help with reassigning at a later moment in the process.... Hopefully that makes sense...!! thanks
TrevorHarris Posted July 2, 2020 Posted July 2, 2020 Hi @Paul Alexander This is not possible at the moment, to reassign requests on a board currently you need to drag the user icon over them. In the future we plan to add a trigger to launch an auto-task when you drop a card in a lane, it would then be possible to do all sorts of automations when you move a card in the board including assigning of the related request. This work isn't schedule yet so unfortunately I don't have a timescale for when it may be added and doubt it will be soon but will let you knwo when its added Thanks Trevor 1
Guest Paul Alexander Posted July 2, 2020 Posted July 2, 2020 Thanks @TrevorHarris - I'll keep my eyes open for updates!
Adrian Simpkins Posted July 2, 2020 Posted July 2, 2020 +1 for me here, would be great to be able to feed unassigned requests to a board for ease of monitoring etc thanks!
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now