Options For ConnectWise Ticket 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

• Child tickets: controls if childed tickets are displayed on the board
• Ticket age: controls if the elapsed time since the ticket was created in ConnectWise is shown on cards
• Ticket type/subtype/item
• Project name and phase
• Predecessor: controls if ticket predecessors (for dependencies) are shown on cards. Hovering over a ticket's predecessor will highlight the related ticket if it is visible on the board.
• Assignment details: Show detailed schedule entry information on the card if available, rather than on a tooltip.

Metrics

• Ticket age
• Hours sum: shows sum of both budget and actual logged hours
• Hours average: shows average of both budget and actually logged hours

Swimlanes

The available fields for swimlanes are:

• Project
• Project Manager
• Resource - this will show a ticket in multiple swimlanes if a ticket has multiple resources
• Priority
• Location
• Team
• Owner
• Company
• ConnectWise Board
• Type
• Phase
• Custom fields of type text

Ranking

When using automatic ranking, you can choose to rank by these fields:

• Priority
• Due Date
• Earliest Assignment Date
• Actual Hours
• Budget Hours
• Next SLA Due
• Customer Responded
• Last Note Date
• Last Time Entry Date
• Age
• Time in Status
• WBS Code
• Estimated start date

Filters

The fields you can filter by are:

• Ticket types: select to display one or all of service tickets, project tickets, or project issues. If you want to display all types, you can leave the options all unchecked.
• ConnectWise boards: the ConnectWise boards of the tickets
• Resources: the assigned members of the tickets
• Show unassigned tickets: control if tickets with no assigned resources will appear on the board when the resource filter is used. If you want to show tickets from a select set of technicians, and also show unassigned tickets, then select this option.
• Companies
• Projects
• Project Statuses
• Project managers
• Project team members
• Teams
• Locations
• Priorities
• Owners
• Territories
• Types
• SLA due
• Due date

Columns

In addition to options common to all board types, these options are available:

• Time entries & entry warning: Shows how long ago was the last time entry, marking it in red if the time exceeds the warning threshold.
• Last note & note warning: Shows how long ago was the last note (non-time entry), marking it in red if the time exceeds the warning threshold.
• SLA time & warning: Shows how long until the current SLA stage is due, marking it in orange if the time is less than the warning threshold.
• Due date: controls if the ticket due date is shown on cards
• Due warning: marks the due date in orange if it's within the time of the warning threshold
• Hours: controls if actual and budget hours information is displayed on cards
• Budget warning: For cards with both actual hours and budget hours, and exceeding the threshold (but less than 100% used), warning message is shown.
• Start timer on drag: when a ticket is dragged into this column, start the timer
• Open time entry on drag: when a ticket is dragged into this column, open the time entry dialog
• Style profile: the style profile to use for appearance customization.