Request Board

The Request Board provides a visual Kanban-style interface for managing request workflows.

Board Overview

Kanban View

Seven workflow columns:

Column	Status	Color
Pending	Awaiting approval	🟡 Amber
To Do	Approved, ready to start	⚪ Gray
In Progress	Currently being worked	🔵 Blue
Test	In testing phase	🟡 Amber
Review	Under review	🟣 Purple
Blocked	Progress blocked	🔴 Red
Done	Completed	🟢 Green

List View

Alternative table view with:

• Sortable columns
• Advanced filtering
• Bulk actions
• Quick status updates

Managing Requests

Viewing Request Details

Click any request card to open details:

• Summary - AI-generated overview
• Description - Full request details
• Approval Status - Current approval state
• Activity - Comments and history
• Priority – Indicates the importance level of the request (e.g., Low, Medium, High).
• Assignee – The user assigned as responsible for the request.

Moving Requests

Drag and Drop

1. Click and hold a request card
2. Drag to the target column
3. Release to update status

Quick Actions

1. Click the request card
2. Use status dropdown
3. Select new status

Request Card Information

Each card displays:

• Title - Request name
• Priority - Priority badge
• Type - Business or Technical
• Assignee - Assigned person
• Date - Creation/update date

Creating Requests

AI-Generated Request

1. Click New Request
2. Follow the Generation Wizard
3. Complete AI evaluation
4. Submit for approval

Manual Request

For quick entries without AI:

1. Click Add Manual Request
2. Fill in the form:
   • Title
   • Description
   • Type (Business/Technical)
   • Priority
   • Product/Module
3. The manual request starts in the TO DO status.

Approval Workflow

Pending Requests

Requests awaiting approval show:

• Submitted status (yellow indicator)
• Approve/Reject buttons visible to approvers

Approving a Request

1. Open the request details
2. Review all information
3. Click Approve or Reject
4. Add optional comment
5. Confirm action

Rejection Handling

Rejected requests:

• Move back to Pending with amber indicator
• Submitter notified
• Can be revised and resubmitted

Request Details Modal

Overview Tab

• AI-generated summary
• Full description
• Attached documents
• Priority and scoring

Approval Tab

• Current approval status
• Approver information
• Approval history
• Approve/Reject actions

AI Preview Tab

• AI evaluation results
• Q&A transcript
• Recommendations
• Score breakdown
• Acceptance Criteria

Activity Tab

• Comments thread
• Status change history
• Action log
• Timestamps

Filtering and Search

Quick Filters

Filter	Options
Status	Any column status
Priority	Critical, High, Medium, Low
Type	Business, Technical
Assignee	Team members
Product	Configured products

Search

• Search by title
• Search by description
• Search by ID

Saved Filters

Save frequently used filter combinations:

1. Apply desired filters
2. Click Save Filter
3. Name the filter
4. Access from dropdown

Summary Cards

Top of board shows metrics:

Card	Description
Total Requests	All requests count
Pending Approval	Awaiting approval
In Progress	Currently active
Completed	Done this period

Actions Menu

Request Actions

Action	Description
View Details	Open full details
Edit	Modify request
Generate PBIs	Create PBIs via Smart PBI (if approved)
Generate Tests	Create test cases via CaseWriter (if approved)
Export PDF	Download as PDF
Delete	Remove request

Bulk Actions

Select multiple requests:

1. Check request boxes
2. Choose bulk action:
   • Change status
   • Change priority
   • Assign to user
   • Export selected

PDF Export

Generate PDF report:

1. Open request details
2. Click Export PDF
3. Report includes:
   • Request summary
   • AI evaluation
   • Approval status
   • Activity history

Best Practices

Board Management

• Review pending requests daily
• Clear blocked items promptly
• Keep cards moving through workflow
• Archive completed requests

Using Columns Effectively

• Pending - Triage and prioritize
• To Do - Sprint planning ready
• In Progress - Limit WIP
• Test – Monitor items currently in the testing phase
• Review - Quick feedback cycles
• Blocked – Flag items with impediments requiring resolution
• Done - Celebrate completions!