Knowledgebase
- Portal Home
- Knowledgebase
- 2- Using CW Kanban
Categories
Categories
Articles
Need inspiration for your CW Kanban boards? Here are a few examples of Kanban boards that can be...
Using Kanban BoardsA CW Kanban board displays a selection of ConnectWise Manage tickets or opportunities as cards in...
Understanding CardsA card represents a service ticket or sales opportunity on a board. Service Cards The parts of...
Ranking CardsVisualizing work priority is a key concept in Kanban. CW Kanban makes it easy to view and change...
Moving Cards Between ColumnsThe status of a ticket or stage of an opportunity is shown by the column it's in. You can change...
Using SwimlanesSwimlanes are an advanced feature that helps visualize how work is distributed in your...
Creating Time EntriesCW Kanban can help create time entries for tickets shown on boards. To show the time entry...
Dispatching tickets in ConnectWiseCW Kanban can help create schedule entries for tickets shown on boards. To show the schedule...
Customizing the Appearance of CardsCards can be customized based on the data on your tickets. You can customize cards to simply...
Adding and Editing Kanban BoardsCW Kanban administrators can add, edit, and remove Kanban boards. Three types of boards are...
Adding and Editing Autotask Kanban BoardsCW Kanban administrators can add, edit, and remove Kanban boards. Adding a board To add a...
Using Service Level AgreementsService Level Agreements, or SLAs, define rules for how quickly a ticket must be responded to and...
Understanding Data SynchronizationCW Kanban displays tickets and opportunities from ConnectWise Manage and keeps its own copy of...
Two Factor Authentication for CWKanbanCWKanban supports 2FA with Time-Based One Time Password (TOTP) generators. Two recommended ones...
Disabling UsersTo prevent a user from accessing Kanban, do either: To prevent the member from using both your...
Using security groups for Kanban boardsCW Kanban doesn't use security group information from your PSA, but there is a way to restrict...