This feature helps you to select the service requests in bulk and then perform an action which reflects on all the tickets.
For E.g., An employee leaves on a long leave for a week and wishes their tickets transferred to another person, or a workforce member who wants to cancel all the tickets created by mistake – the action board can now be used to achieve this task quickly.
Action Board is available on the Team Activity of the Service Board. First, we have to choose the Service Requests on which we are going to take action. For that, apply filter to narrow down the Service Requests.
In my example, I want to transfer all my work which has not started to my colleague Maheash. Accordingly I’m applying the filter “By Assignee” to narrow down to my Service Requests. Then I apply the sub-filter to identify the not started Service Requests.
Then choose the action board, you will see the list of tickets based on the filter applied. Select the required list of Service Requests on which we will perform bulk action.
Once the list of Service Requests is chosen, select “Take Action”. You will see the list of actions to be performed. Choose the action to be applied on the Service Requests.
In my example as I want to transfer my pending works to Maheash, I choose “Change Assignee” and select Maheash out of the workforce list.
Boombirds will give a preview of the Service Request on which the action is going to be applied. Once it is finalized, select “Proceed to Change Assignee”. In case of modification to the list, select “Abort Action” to make the changes.
Once you proceed to perform the action, provide the reason/ description for the action taken and proceed to complete the action
That is how we perform bulk actions using the action board feature.
Please use the chat icon on the bottom left corner of the screen for any questions you have or assistance you may need. 👋
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