Managers through the use of work requests are able to track all the requests coming in to a board, allowing one centralised place offering full visibility of requests at hand and allowing the balance of the different objectives with the resources available. 

In this article we will cover how to manage new work requests. 

Managing A Work Request

As a manager the process of receiving, distributing and managing work is simplified, giving your organisation the visibility of the end-to-end approval process, enabling easier communication around all requests. Allowing early accountability and executive ownership prior to a project/enhancement being approved.

When a work request is created/sent by the requestor, it is sent to the backlog of the board. As the manager/board owner, the next step is to review and approve the request. 

Reviewing a work request

A new work request will appear in the backlog of the board, but first as the manager you will receive a notification via the Dot channel in chat that will let you know that the request has been created and this request can be accessed in the channel. 

  • To access the Dot channel, click on the chat channel (chat bubble icon) or via the ChatHub.

  • In the channel, the work request notification will be displayed and can be reviewed by clicking on Open The Work request.

  • The following dialog that will be displayed allowing the manager to review the request and complete the outstanding details on the task.

    The process of approving the request will be to complete the outstanding details on the task, including assigning the task to the person who will be responsible for the task's progress and updating the status of the task to move it from the backlog to the board. 

Approving a work request

The work request can be approved from accessing the request via the Dot channel or the Backlog of the board.

  • As the board owner/manager, you can access the Backlog of the board to approve the work request.

  • In the backlog, select and open the request by clicking directly on it.

  • In the dialog, complete the outstanding details and update the status of the task to move it from the backlog to the required board.  

Once the request has been approved, it will appear on the board.

and under the Open Items tab in the Requestor's My Items where communication around the request will enable the requestor the ability to provide updates.