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How to fill a request from the Boards Page

Modified on: Mon, Feb 3 2020 12:10 PM

There are two options to fill a request from the Boards page: the Profile icon and Drag and Drop.

 

Below are instructions on how to use each one:

 

Profile icon

  • Locate the desired request in the project request field
  • Click the profile icon to view the request details
  • Use the Fill drop-down to select the desired resource



  • Select the resource and make any necessary changes to the assignment details
  • Click Save to fill the request and create the assignment, or click Save & Alert to notify the assignee   





Drag and Drop

  • Locate your desired resource within the Resource Bench
  • Click+hold the resource card, drag it into the desired request card to the right, and release
  • Make any necessary changes to the assignment details, then click Save or Save & Alert


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