Options for ConnectWise Activity Boards

This is a reference for the options unique to this type of board. For a description of options common to all types of boards, see Fields for Kanban Boards.

General

Card fields

• Compay
• Object: controls if the related ticket or opportunity is shown on cards
• Type
• Include Meeting activities
• Include Recurring activities
• Contact

Metrics

This type of board has no specialized metrics.

Swimlanes

• Resource
• Company
• Type
• Custom fields of type text

Ranking

• Time in Status

Filters

The fields you can filter by are:

• Types
• Show activities with no type- control if activities without a type will appear on the board when the type filter is used. If you want to show certain types of activities, and also show cards with no type, then select this option.
• Companies
• Resources

Columns

This type of board has no specialized column options.