The requests board

The board is the main working screen. Requests sit in columns by status: New, In Progress, Follow Up, Completed.

The counters

Above the columns: All Request(s) with the total, then a count per status, including Archived. Clicking a counter filters the board to that status — useful when the board is long and you only want what’s new.

Reading a card

Each card shows the requester’s name, the request code (e.g. R4527) or its title, the status, the date and time, the department, and any labels. A card with a person icon is already assigned to someone.

Finding a request

• Search — by code or content.
• Filter — by requesting user.

If a request you expect isn’t there, it is usually archived or in a department you can’t see. See can’t find a request.

Tip

Work the New column first and empty it. A request sitting in New means nobody has told the requester it was received — they are waiting with no signal, and they will send a second request about the same problem.

Next

Handle a request