How to fill a request from the Boards Page
Modified on: Mon, Feb 3 2020 12:10 PMThere 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