Understanding Cards

A card represents a service ticket or sales opportunity on a board.

Service Cards

The parts of a service card are:

https://portal.cwkanban.com/kanban-static/knowledgebase/using-cards/project-card.png

  1. Ticket ID, starting with "S" for service tickets and "P" for project tickets. You can easily copy the ticket ID to your clipboard by hovering over the number with your cursor, then clicking the  icon that appears.
  2. Card menu, with these functions:
    1. Send to Top: ranks the ticket at the highest priority in the column
    2. Send to Bottom: ranks the ticket at the lowest priority in the column
    3. Manage Resources: opens a dialog to add or remove resources on the ticket. For project tickets, users being added must already be listed in the project's team.
    4. Change Status: opens a dialog to select a new status for the ticket, including statuses that aren't mapped to any column
    5. Change Priority: opens a dialog to select a new priority for the ticket
    6. Close Ticket: closes the ticket after prompting for confirmation
  3. Ticket summary. Click the summary to open the ticket in a new tab in the ConnectWise web application. Hold the Shift key and click the summary to open the ticket in the existing tab. Using the default card visualization profile, when the ticket has an unread customer response then the summary is bold.
  4. Project name. Click the project name to open the project in a new tab in the ConnectWise web application. On service cards the project name is not present. This is shown if the board's "Show project name" option is enabled.
  5. Ticket Type, Subtype and Item. This is shown if the board's "Show ticket type/subtype/item" option is enabled.
  6. Length of time since the ticket has changed statuses in CW Kanban. This is shown if the column's "Status age" option is enabled.
  7. Length of time since the last time entry was added. This is shown if the column's "Time entries" option is enabled.
  8. Due date of the ticket. This is shown if the board's "Show due date" option is enabled.
  9. Actual time (sum of time entries) and budget time from the ticket.
  10. Priority indicator. Hover your cursor over the ticket to show the priority name.
  11. Assigned resources. When the assignment has a schedule entry for a specific date and time, the member's image has a blue outline and hovering over the image shows the schedule entry details. For example:
  12. Company name

Sales Cards

The parts of a sales card are:

  1. Opportunity ID. You can easily copy the opportunity ID to your clipboard by hovering over the number with your cursor, then clicking the  icon that appears.
  2. Card menu, with these functions:
    1. Send to Top: ranks the opportunity at the highest priority in the column
    2. Send to Bottom: ranks the opportunity at the lowest priority in the column
    3. Change Stage: allows you to select a new stage for the opportunity, including stages that aren't mapped to any column
  3. Opportunity summary. Click the summary to open the opportunity in a new tab in the ConnectWise web application. Hold the Shift key and click the summary to open the opportunity in the existing tab.
  4. Company name
  5. Sales rep and inside rep
  6. Length of time since the opportunity has changed stages in CW Kanban. This is only shown if the column's "Status Age" option is enabled.
  7. Expected close date. This is shown if the board's "Show expected close date" option is enabled.
  8. Age of opportunity. This is shown if the board's "Show opportunity age" option is enabled.
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