Request Kanban View
Kanban view displays requests as organized boards. You can group requests based on priority, status, or technician assigned to the request. Detailed information about technicians' workload can be viewed at a glance. Kanban boards simplify the process of organizing and prioritizing requests. Requests are categorized and grouped into columns. These columns are called Kanban columns.
Role Required: Technicians with view request permission.
To view requests in kanban view, go to Requests, click the Table View drop-down and select 
.
Contents
Navigate through Kanban Boards
Apply Custom Filters
You can add custom views by specifying the criteria to filter requests. You can apply existing custom filters or create new custom filters. Click here to learn more.
Group and Organize Requests
You can group the requests based on request status, priority, or technicians assigned.
-
Under the Group by drop-down menu, select the required field (Technician, Priority, or Status) to categorize requests in Kanban boards. The value selected under the Group by drop-down menu will be referred to as Category throughout the document.
-
Under the Sort by drop-down menu, select a field by which the Kanban cards in each board must be organized. You can also arrange the sorted list in ascending or descending order by using the
icon. -
Column Chooser
allows you to select the request information that needs to be displayed in the Kanban cards. You can also search for and reorder the fields by using the Drag icon displayed beside each field.
Manage Kanban Boards
After categorizing the requests, you can manage Kanban boards by clicking the 
icon on the toolbar. On this panel, you can perform various actions on the category applied to requests and the changes will immediately reflect in the Kanban boards. You can pin the entire panel by clicking 
to retain it static while navigating through the Kanban columns or modifying their display.
Add Technicians to Kanban View
-
Select Technician criteria from the Group By drop-down.
-
Click
to open manage technicians window and click 
on the top right. -
Select the site and group of the technician you wish to add. The technicians under the selected site/group are listed accordingly. You can choose to view all technicians in the application or only the online technicians.
-
You can also search for the technician using the search bar.
-
Select the technician(s) by clicking the checkbox beside their name.
-
Click Add. The technician is added as new Kanban columns.
Kanban View Actions
In the Kanban view, requests are displayed in individual cards and grouped into Kanban columns based on the applied category (technician, status, or priority). Using the Kanban boards, you can track specific information and perform actions as explained below:
-
View Number of Requests Under Each Category: The number of requests in each category is displayed on the Kanban column's title bar.
-
Pin/Unpin Kanban Boards: To retain a Kanban board static, pin the Kanban board by clicking the
icon displayed beside the column name. To unpin, use the 
icon. -
Remove Kanban Board: Click the
icon on the Kanban header to remove the board from the Kanban view. -
Drag and Drop Requests: You can change the status, priority, or the assigned technician of a request by using drag and drop functionality. Click the request that you wish to move, drag it to the desired Kanban column, and drop it.
-
Preview Requests: Hover over a request's subject to preview the request. To get more information, click the request subject. This will open a limited version of the request details page on a pane sliding in from the right, where you can perform various actions supported in the details page. To open the request details page in a new tab, click the Pop-out
icon. -
Conversations: Click the
icon to check out the request-related conversations. -
Add/View Notes: Clicking the
icon on the request card to add or view notes. -
Attachments: Click the
icon to preview and download the attachments.
Navigate Through Kanban Boards
To navigate to the other boards, click the Next and Previous arrows present on either side of the windows. To navigate to other pages, click Next Page and Previous Page arrows.