Articles

FAQ - Frequently Asked Questions

Is this something we install on our own server? No. As part of the monthly fee, we provide cloud...

Configuring ConnectWise Manage Security Roles and API Members

CW Kanban needs access to your ConnectWise Manage application to download tickets, opportunities,...

Configuring Autotask API User

Kanban needs access to your Autotask application to download tickets, accounts, resources, and...

Accessing CW Kanban

It only takes a moment to set up your CW Kanban account, because your Kanban profile is mostly...

Configuring New User Accounts

To allow a new ConnectWise user to log into your organization's CW Kanban application, just do...

Selecting Administrative Users

Administrators can convert any user to be an admin so they can also create and manage Kanban...

Selecting Licensed Members

When you signed up for CW Kanban you chose how many licenses to buy. Now you need to assign those...

Setting Up Your First Kanban Board

You've logged into CW Kanban and see your first board. Congratulations! Now you can set it up in...

Getting Credit for Referrals

CW Kanban offers a referral program that reduces your own fees for each customer you refer. To...

Getting Help

CW Kanban can help you make great improvements to your ConnectWise workflows, and we want to make...

Using ConnectWise Priority Colours On Kanban Tickets

Configuring Ticket Priority ColoursCW Kanban shows the priority of a ticket by the colour of the...

Configuring Manage Hosted API to embed Kanban in ConnectWise

CW Kanban boards can be embedded in ConnectWise Manage as a tab. This makes Kanban even easier to...

Configuring Custom Menu Entries to Embed Kanban in ConnectWise

CW Kanban boards can be embedded in ConnectWise Manage as a custom menu entry. This makes Kanban...

Permitting CW Kanban to Access Your ConnectWise Manage

This applies only to on-premise ConnectWise Manage customers. If access to your ConnectWise...