Kanban Board
Introduction
Fusion Visual Boards graphically visualize incidents, cases, work orders, and tasks according to Agile Work Methodology. Kanban visualizes tickets or records in order to manage flow, limit work in progress, make feedback and policies clear, and improve collaboration and user experience.
Here, you can use Kanban based on two different data sources:
- Single-Source. Create a Kanban Board for an object, providing one lane per status value. Hide any status values that are not required.
- Multi-Source. Create a Kanban Board for incidents and work orders, with flexible configurations that combine lanes by one or more statuses, such as assigned and pending work orders and assigned incidents in a single “In Backlog" lane.
To view Kanban Board of ITSM from BMC Helix Innovation Studio
- Login to Fusion Visual Boards via "https://CUSTOMER URL/innovationsuite/index.html#/com.fusiongbs.visual" .
- BMC Helix Visual Boards provides pre-configured Kanban Boards for Cases and Tasks (BMC Helix Business Workflows) as well as Incidents, Workorder, and Tasks (BMC Helix ITSM).
- By default, once Visual Board is open Kanban board for ITSM - Incidents gets displayed.
- To open Click on the ITSM menu - Select Incident.
- A single-source Kanban board will be open. Likewise, we can open the Kanban board for ITSM and Business Workflows.
- Multi-source Kanban board is available for ITSM - Incident and Workorder
To view Kanban Board of Business Workflows from BMC Helix Innovation Studio
- Login to Fusion Visual Boards via "https://CUSTOMER URL/innovationsuite/index.html#/com.fusiongbs.visual" .
- To open click on the Business Workflows - Select Case
- Select the company and based on the flowset the Kanban board will display the information.
- Here, the Kanban board for Case will be displayed for Company - Calbro Services with Flowset Human Resources.
To view Kanban Board from Smart IT
- Follow the steps mentioned "Enabling the Kanban board" for multi-source Kanban board - Incident & Workorder.
- Once the configuration is done Click on More options - Kanban ITSM Incident & Workorder. Kanban board will open in a new browser.
Functionality available on Kanban Board
Below is the screenshot of a single source Kanban board of ITSM - Tasks
Sr.No. | Functionality | Purpose |
|---|---|---|
1. | Label | Name on Kanban board. Here, "Tasks" which means the Kanban board is for Tasks record definition. You can define the Label in the "General" property. |
2. | Filter | We can use available filters to see the data based on the selected one. Pre-defined filters help to see data based on fields. A filter can be configured in the "Filters" property. |
3. | Available presets | By default filter presets are available to sort the data based on the selected ones. e.g. If we select preset as "Modified within the last 30 days" Tasks that are modified within the last 30 days will be displayed. |
4. | Toggle button | The Kanban board gives us the flexibility to view by people or by groups. By default, it's by people which are displayed in the below chip-bar. If the toggle button is enabled then Support groups are displayed on the chip bar. Groups can be configured in the "Group Configuration" property. |
5. | Chip-bar | The chip bar shows People or Groups whatever is selected by using the toggle button. It helps in associating the Person/Group to the Task which is displayed in the lanes. If we need to assign, re-assign any task to a particular Person/Group with just drag-drop can be very easily done. |
6. | Status Lanes | Kanban board displays status lanes "Assigned", "Pending", "Closed". Here, we can see data based on "Selection Field, Flowset and Behavior. Depending on the selection the lanes display the incidents, tasks. For every Task record the Kanban board displays the Task ID, Summary, Assigned to, Last modified by, to that Task. These fields can be selected from the "Entry" property pane. |
7. | Pen icon (Edit button) | For every task which is displayed on the Kanban board, a pen icon is provided on it. This edit option helps in editing the task there on the Kanban board itself. Click on the pen icon a custom view will be displayed with minimal required fields, changes done to get saved and are immediately reflected on the board. This can be done from the "Custom blade settings" property. |
8. | Arrow icon | Arrow icon opens the Task in edit mode i.e. it takes you to the task console and allows you to make changes. |
9. | Lane Change Dialog | Status of a Task can be changed from the board. We can simply drag the Task from one lane to another. e.g. If Task#001 is in the "New" lane and we want to move it to "Pending" simply click on the task drag and drop it on the "New" lane. A custom view will be open which will ask the user the reason to change the status, once mention lane will be changed and changes will be displayed on the board. This can be configured in "Custom Lane Change view settings". Refer below screenshot for the same.
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Similar functionality is available for multi-source Kanban board and Kanban board designed in your own custom application.