Understanding Cards

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

The parts of a service card are:

  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: allows you to add and remove resources on the ticket. For project tickets, users being added must already be listed in the project's team.
    4. Change Status: allows you to select a new status for the ticket, including statuses that aren't mapped to any column
    5. Change Priority: allows you to select a new priority for the ticket
    6. Close Ticket: closes the ticket
  3. Project name. On service cards the project name is not present.
  4. Length of time since the ticket has changed statuses in CW Kanban. This is only shown if the column's "Status Age" option is enabled.
  5. Ticket summary. Click the summary to open the ticket in the ConnectWise web application. When the ticket has an unread customer response, the summary is bold.
  6. Due date of the ticket. This is only shown if the board's "Show due date" option is enabled.
  7. Actual time (sum of time entries) and budget time from the ticket
  8. Priority indicator. Hover your cursor over the ticket to show the priority name.
  9. Assigned resources
  10. Company

The parts of an 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. Length of time since the opportunity has changed statuses in CW Kanban. This is only shown if the column's "Status Age" option is enabled.
  3. 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 Status: allows you to select a new stage for the opportunity, including stages that aren't mapped to any column
  4. Opportunity summary. Click the summary to open the opportunity in the ConnectWise web application. 
  5. Expected close date. This is only shown if the board's "Show expected close date" option is enabled.
  6. Sales rep
  7. Inside rep
  8. Company
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