Articles

Kanban Board Ideas for MSPs

Need inspiration for your CW Kanban boards? Here are a few examples of Kanban boards that can be...

Using Kanban Boards

A CW Kanban board displays a selection of ConnectWise Manage tickets or opportunities as cards in...

Understanding Cards

A card represents a service ticket or sales opportunity on a board. Service Cards The parts of...

Ranking Cards

Visualizing work priority is a key concept in Kanban. CW Kanban makes it easy to view and change...

Moving Cards Between Columns

The status of a ticket or stage of an opportunity is shown by the column it's in. You can change...

Using Swimlanes

Swimlanes are an advanced feature that helps visualize how work is distributed in your...

Creating Time Entries

CW Kanban can help create time entries for tickets shown on boards. To show the time entry...

Customizing the Appearance of Cards

Cards can be customized based on the data on your tickets. You can customize cards to simply...

Adding and Editing Kanban Boards

CW Kanban administrators can add, edit, and remove Kanban boards. Three types of boards are...

Using Service Level Agreements

Service Level Agreements, or SLAs, define rules for how quickly a ticket must be responded to and...

Understanding Data Synchronization

CW Kanban displays tickets and opportunities from ConnectWise Manage and keeps its own copy of...

Two Factor Authentication for CWKanban

CWKanban supports 2FA with Time-Based One Time Password (TOTP) generators. Two recommended ones...