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Home Page Overview

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This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform.

Introduction

The Requirements Management (RM) Home page is the primary page that users and managers use to complete tasks and track requirements. For other users, it is their home for keeping on top of their requirement work. For managers, it is an invaluable tool for keeping track of requirements at a high level and identify issues.

The Home page displays different information depending on the user.

RM Home page: List of requirements, contract value, priority charts, and estimated values.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeRM Home page: List of requirements, contract value, priority charts, and estimated values.

Who sees what?

Managers see the following information:

  • Requirements assigned to members of their group.
  • Requirements and tasks assigned to them.
  • Tasks assigned to the manager group that have no individual assignee.
  • Task metrics.

All other users see the following information:

  • Requirements assigned to them.
  • Tasks assigned to them.

My Requirements

The My Requirements tab displays all of your active requirements, including those you are the requestor on or are related to your requirements.

The following actions are available in the My Requirements tab:

  • Search the requirements list using the Search text field. This field uses Native AI semantic search. You can use natural language to find similar requirements. Results include a Search Relevance column.
  • Filter the requirements list by Status using the drop-down. Out-of-the-box values are Draft, Submitted Review, Submitted, Assigned, and Accepted.
  • Filter the requirements list by Requestor using the drop-down.
  • Click Plus iconADD REQUIREMENT to create a requirement.

My Requirements tab: requirement list, search, filters, and Add Requirement button.

When you select a requirement, the following actions are available:

  • Click UPDATE to update the requirement details.

    Note:  This action is applicable to requirements in draft status only.

  • Click ADD CHECKLIST to set up a checklist for the requirement.
  • Click MARK INACTIVE to mark the requirement inactive. Bulk select to mark multiple requirements as inactive.

My Requirements: Selected requirement with Update, Add Checklist, and Mark Inactive actions.

Who sees what?

Managers:

  • All requirements for their group.
  • REASSIGN CO/CS button.

All other users:

  • Requirements that they are assigned to.

Tasks

My Tasks tab displays all of the tasks that are assigned to you. The visualizations show key performance indicators:

  • Tasks by Due Date: A stacked bar chart depicts the number of tasks that are Overdue, Pending, and Undefined.
  • Tasks by Type: A column chart depicts the number of tasks by type, such as Attach, Document, or Review.

The following actions are available in the My Tasks tab:

  • Search tasks using the Search text field.
  • Filter the tasks by task Type using the drop-down list. See Task types for more information about the types of tasks.
  • Filter the tasks by Due Date range.

When you select a task, the following actions are available:

  • Click MARK NOT NEEDED to remove the task from the list.

    Note:  While a task assigned to a user can be marked as not needed, this option is not enabled for review tasks.

  • Click CLAIM TASK to self-assign the task.
  • Click REASSIGN to reassign the task to another user.
  • Click EDIT DATES to edit the due date.
  • Click a task to perform the required action.

Multi-select tasks to perform bulk actions.

Tasks list showing bulk selection and actions: Claim, Reassign, Mark Not Needed, Edit Due Date.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeTasks list showing bulk selection and actions: Claim, Reassign, Mark Not Needed, Edit Due Date.

Who sees what?

Manager:

  • Tasks assigned to them.
  • Tasks assigned to their group but not to a specific individual.

All other users:

  • Tasks that are assigned to them.

Create a new requirement

You can add a new requirement directly from the homepage by clicking Plus iconADD REQUIREMENT.

RM Home page overview showing navigation, requirements search, and Add Requirement button.

Adding a new requirement walks you through the process of entering the information needed to start the requirement package.

Who sees what?

By default, only members of the Requestor and Requestor Manager groups see the Plus iconADD REQUIREMENT action. See the Groups Reference Page for more information about groups in RM.

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