Rock U - Connections - Connections Board

Transcribed Video Content

Now that you have connection types and connection opportunities set up, it's time to look into one of the connections views, which is the connection board. And this is a really nice Kanban style board that allows you to drag requesters between different statuses on your board. Let's look into how this feels in Rock and what the setup is right now. Let's look at the connections board view in Rock. So we'll start by going to people, down to connections, and something you'll notice is we have a couple different icons here. For the ones that have the board view, you'll see this icon right here. Now if you're wanting to enable this view and you don't currently have it, just go to your settings, go to the relevant type, edit, and then make sure board view is enabled. We're gonna go back to connections, then we're gonna look at the involvement type connection board. So as this loads up, you'll notice that we're actually looking at the children's opportunity, and it's just placed us in the first of all of the listed opportunities for this type for the board. But if you want to pick while you're navigating which opportunity you wanna look at, instead you'd click on the type, and then within this navigation screen, you'd pick the board from here. But the board is a really nice Kanban style view that helps you visualize where people are at in their connections journey. And there's many different things we can do here. First of all, if you don't have many requests or if you have a way that you're gonna add new requests, you can add campaign requests from here. In addition, if you quickly wanna switch between all of your opportunities and just pick one that you wanna view right now, you can do that from here. You can also easily add a request. We'll cover that in a different video. Now to tailor what you're looking at here, first of all, you can pick different things to sort by. So let's sort by date added, oldest first, and it'll just reload. You'll get a bit of a different view. Then to filter even more, you can click filters. You can pick date ranges for the last activity, different states such as, the connected state, but we're showing all of them right now. You could even show only past due. You can pick requesters, statuses, or the last activity, but we're just gonna leave it as it is right now. And you can pick the campus you're looking at. Right now, we're looking at the main campus, or you can switch to the grid view from here. Now here are our different statuses. And if you want to move someone, it's really easy. Let's just say, Sarah Simmons, we wanna move to no contact. There you go. It's that easy. Something I wanna mention is all the different aspects of different interesting data we get from this little view right here. So we're looking at the card. You can see whether this request is assigned to you or not, the campus, the person's name. You can see activities, and you can even see, how long ago this was opened. So you can see whether this is, due or not, essentially. And we also have another indicator showing you how far overdue something is. You can also see if someone is unassigned, and you can see if they're in the due soon status as well. Then you get a nice, just number here showing how many people are in a certain status. But let's go look at one of these requests. We'll click on Ben Jones, and we're gonna get a lot more detail on Ben Jones now. Lots of really helpful stuff, you can quickly go to the person profile. You can view badges depending on the ones you've selected in our block settings, you can see some contact information, and you can also set up some different attribute tabs. So we can see specifically orientation related attributes or just general attributes. Then we can also see the group requirements for the placement group that this person will end up being placed in, which is children's. But this is only if you've enabled placement groups on your type. You can also easily edit this information here, transfer to another connector, or view history of what's changed with this request. You can also easily complete the request from here. And one of the best views for context is activities. We can see all the different activities that have taken place such as Alicia Marble called and left a message pretty recently, and you can even see if they've been transferred between opportunities and a lot more. Then you can add an activity from here pretty easily and just pick one of your activities you have configured, connector, and a note as well. But we're not gonna do that right now. Then going down here, you can also see different workflows that have been launched for this connection request such as a photo release, background check, whatever is relevant to this connection opportunity. So I'm gonna highlight one edge case with the connection board. Now don't worry if you don't have this set up. This is only really if you want your statuses to always move sequentially. If you have sequential status mode enabled, and I'm just gonna refresh the board here, the way you interact with it is gonna be a little bit different. So I'm gonna go back to the board view. And let's say we try to move James Sweeney from pending background check to in progress. Oh, we can't do that because the sequential status mode is enabled for this connection type. And you may think this is limiting, but it's actually really helpful for integrity. If you want to make sure that people can only move one at a time, they can only move forward. So you don't have to worry about people moving a request between statuses kind of willy nilly. Thanks for watching this video on the connections board in Rock. I hope you've got an idea of how you can use this in your organization to make moving connections easier. Thanks for watching.