Filters and views can be used in different parts of Fortes Change Cloud. This article explains how you can work with filters and views! This article answers the following questions: What is a filter and what can I do with it? How do I set a filter? How do I…
Set filters and views in the filter panel. Open the filter panel by clicking FILTERS and choose the desired filter(s). If you want to use a filter or set of filters more than once, you can save them as a view. A view can be made for you personally, or…
Click + at the portfolio item to which you want to add a sub-item. Give the item a name and click Add. The sub-item has been added to the milestone planning.
You can now send a workflow to any user, even if they are not a manager or are in a different group, for example. If you want to send a workflow to a specific user, you can do this via the Approval Workflows app: In the Approval Workflows app, click…
In the Approval Workflows app, you can request advice from specific users. An issue is not approved or rejected, but a note text can be added for the purpose of giving advice on an issue. You can set this in the app in the following way: In the Approval Workflows…
In the Agile program app there is a function that add cards on Kanban boards that are linked to Jira items. In order to add these cards, a connection with the relevant Jira teams must first be established. Read here how to link with Jira.
In the Portfolio app there is a function that add cards on Kanban boards that are linked to Jira items. In order to add these cards, a connection with the relevant Jira teams must first be established. Read here how to link with Jira.