See with this article how to access requests, boards, and how to use the resources and functionalities of a request such as tasks, messages, approvals, and attachments
Availability - Free Plan - Basic Plan - Pro Plan - Enterprise Plan
Topics
Overview
Demands are tasks to be performed in your workspace.
They can be related to an initiative and assigned to people and teams of that initiative, or be stand-alone activities without any related initiative.
With a demand, you can perform file approvals, plan and coordinate your initiatives from conception to publication, or simply assign stand-alone activities to people and teams in your workspace.
Demand Information
A demand has characteristics, information, and resources to be used in its development. They are:
- Board - The board
corresponding to the demand. Each board can represent a specific process type of a sector or team, with its own workflows. - Deadline - The date
set for the completion of the demand. - Priority - The priority
defined for the demand: Low, Medium, High. - Step - The current To Do step
of the demand workflow. - Tags - Tags
related to the demand. - Requester - The user
responsible for opening the demand. - Assigned - People assigned
to the demand. - Approvers - People
responsible for approving the demand files. - Notes - Information
for reference and assistance in developing the demand.
Editing a demand in progress, adding and removing assigned people and approvers is as simple as clicking on one of its information and changing the corresponding content.
To-do items: Management and Editing
You can add objectives to be achieved in your demand. To do this, use the To-do item addition feature:
- Click on the To-dos addition button
for the demand. - Enter the text in the corresponding field.
- Enter a date.
- Click the Add button.
You can also finish, remove or change the order of active To-dos in a demand. To do this:
- Click on the corresponding radio selector
for the option to be finished. - Position the mouse cursor over the option to be removed and click on the "x" button
.
Messages
Your demands have messages and comments that can be accessed just below the demand to-do item view. To insert a message or comment:
- Enter the message in the Add comment field
and click on the post button. - Click on the Vertical menu button
positioned on a message to respond directly to the user of the clicked message 
. - Click on the Vertical menu button positioned on your own message to edit or delete the message.
Demand menu view
By clicking on the demand Vertical menu button , you will have access to the following options:
- Approvals - Viewing and adding approvals
- Attachments - Viewing and adding attachments
- Historic - Demand history
- Edit - Demand editing
- Delete - Demand deleting
