About the Course
The video recordings of this session are from 11th November 2024.
This course contains edited videos from the session recording plus additional activity walkthrough videos, the session handout including activity instructions, and the final versions of the Auto Task and Workflows used in the activities.
Audience: This is an intermediate-level course designed for Hornbill administrators, who are confident editing Workflows, looking to optimize request management, and particularly change management, with Board Manager.
In this course, you explore how Hornbill’s Board Manager facilitates the creation and management of Kanban boards to streamline workflows and improve task visibility.
You learn to manage different types of workloads, including case workloads, requests, changes, projects, and others, all while automating processes for improved efficiency.
You engage in hands-on labs that guide you through the configuration of board columns, task creation, and task assignments using Board Manager in a ready-made Hornbill environment.
At the end of this course, you will be able to:
- Understand how to design and configure boards in Hornbill’s Board Manager for task and process tracking.
- Set up Auto Tasks to automate card tracking, task assignments and notifications.
- Update and manage Board Manager cards using Service Manager’s Workflows.
Course Topics
-
Course overview
- Overview
- Session handout
- Activity assets
-
Board Manager introduction and uses
- Introduction
- What is Board Manager?
- Benefits and common use cases of Kanban
- Roles and permissions
- Change management demo
- Designing, configuring, and sharing boards
-
Activities 1, 2, and 3
- Activity 1 Setting up your first board
- Lab activity 1 Walkthrough
- Activity 1 Review
- Auto Tasks and Board Manager
- Activity 2 Using Auto Tasks with Boards
- Activity 2 Walkthrough
- Activity 2 Review
-
Workflows and Activity 3
- Integrating Workflows from Service Manager
- Activity 3 Intro - Configure the Workflow
- Activity 3 Walkthrough
- Activity 3 Review
-
Activities 4 and 5
- Activity 4 Test your Workflow
- Activity 4 Walkthrough
- Activity 4 Review
- Activity 5 Open challenge
- Activity 5 Open challenge walkthrough
- Activity 5 review
-
Takeaways and next steps
- Key takeaways
- Next steps and further learning
- Rate this course
- Course completion checklist
About the Course
The video recordings of this session are from 11th November 2024.
This course contains edited videos from the session recording plus additional activity walkthrough videos, the session handout including activity instructions, and the final versions of the Auto Task and Workflows used in the activities.
Audience: This is an intermediate-level course designed for Hornbill administrators, who are confident editing Workflows, looking to optimize request management, and particularly change management, with Board Manager.
In this course, you explore how Hornbill’s Board Manager facilitates the creation and management of Kanban boards to streamline workflows and improve task visibility.
You learn to manage different types of workloads, including case workloads, requests, changes, projects, and others, all while automating processes for improved efficiency.
You engage in hands-on labs that guide you through the configuration of board columns, task creation, and task assignments using Board Manager in a ready-made Hornbill environment.
At the end of this course, you will be able to:
- Understand how to design and configure boards in Hornbill’s Board Manager for task and process tracking.
- Set up Auto Tasks to automate card tracking, task assignments and notifications.
- Update and manage Board Manager cards using Service Manager’s Workflows.
-
Course overview
- Overview
- Session handout
- Activity assets
-
Board Manager introduction and uses
- Introduction
- What is Board Manager?
- Benefits and common use cases of Kanban
- Roles and permissions
- Change management demo
- Designing, configuring, and sharing boards
-
Activities 1, 2, and 3
- Activity 1 Setting up your first board
- Lab activity 1 Walkthrough
- Activity 1 Review
- Auto Tasks and Board Manager
- Activity 2 Using Auto Tasks with Boards
- Activity 2 Walkthrough
- Activity 2 Review
-
Workflows and Activity 3
- Integrating Workflows from Service Manager
- Activity 3 Intro - Configure the Workflow
- Activity 3 Walkthrough
- Activity 3 Review
-
Activities 4 and 5
- Activity 4 Test your Workflow
- Activity 4 Walkthrough
- Activity 4 Review
- Activity 5 Open challenge
- Activity 5 Open challenge walkthrough
- Activity 5 review
-
Takeaways and next steps
- Key takeaways
- Next steps and further learning
- Rate this course
- Course completion checklist