NickH Posted July 28, 2022 Share Posted July 28, 2022 Morning all, We have a process in place whereby once our 3rd party supplier confirms an e.t.a of one of their engineers our Analysts create a manual activity (from a template) detailing the engineer details and due time, they then also add the activity to a lane on a board. They can easily see what engineer visits they have in play for the shift they're currently on, big improvement for us. Once the engineer has attended, the analyst completes the activity. Our assumption was the relevant card in the lane would clear once the activity was completed/'done', however all that happens is the status changes, but remains on board. Our analysts are having to manually clear down the cards. Is there something we're missing to streamline this? We did think of making use of the BPM somehow, but as the card has been manually created I'm guessing that's not an option? Thanks as always Link to comment Share on other sites More sharing options...
Steve Giller Posted July 28, 2022 Share Posted July 28, 2022 Are these Activities attached to a Request? If so it might be better to have a Custom Button to add the Request to a Board, and then another to remove it when the engineer has attended. Link to comment Share on other sites More sharing options...
LouiseT Posted August 4, 2022 Share Posted August 4, 2022 @Steve Giller These are being created as manual activities using a template - they are raised as required as part of a Request. I've been trying to create an Auto-task to remove them, but can't figure out how to get the Card ID or activity ID. It feels like this should be simple, but the board doesn't seem to react to any actions on the activity. Help? Link to comment Share on other sites More sharing options...
Steve Giller Posted August 4, 2022 Share Posted August 4, 2022 8 minutes ago, LouiseT said: These are being created as manual activities If they are created and added manually then they will need to be completed and removed manually. Unless you have multiple Tasks from the same Request being placed on the board (from the description I can't see that being likely) then it would be better to add the Request to the Board via the BPM or an AutoTask, then you will have a reference available to remove it later. Link to comment Share on other sites More sharing options...
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