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 use, because technicians don't need to leave ConnectWise to use it. They also don't need to log into Kanban, as Kanban uses authentication data provided by ConnectWise.

For more information on embedded tabs, review the ConnectWise documentation.

Embedded mode is available for Agile Team subscriptions, not Manager subscriptions.

Unfortunately, card drag and drop doesn't work when using the ConnectWise Manage Windows client. We believe this is due to a limitation in the internal design of the Windows client. Card drag and drop works fine from the ConnectWise Manage web application.

Adding an Embedded Kanban Tab to ConnectWise

To add an embedded Kanban tab in ConnectWise, follow these steps. This requires administrator privileges.

  1. Navigate to the Kanban board that you want to add to ConnectWise.
  2. Click the Edit button beside the board name. 
  3. Click the "Embed in ConnectWise" button.
  4. In the dialog, select the ConnectWise screen where the tab should appear.
  5. Click Submit.

If you get a message that you do not have security permission to perform this action, you'll need to update the security role settings for the Kanban API member- see Configuring ConnectWise Manage Security Roles and API Members.

These steps register the Kanban board as an available tab in ConnectWise but it doesn't make it visible for all members. Follow the instructions in the next section to display the Kanban tab in ConnectWise. Each ConnectWise member will need to select the tab as a displayed tab to view it.

Viewing an Embedded Kanban Tab in a ConnectWise Screen

Before viewing Kanban in ConnectWise, you may need to add the tab from the tab configuration menu.

  1. Navigate to the screen in ConnectWise where the tab is registered (i.e. Today, Project, Company, etc.)
  2. Click the gear icon to open the tab configuration menu.
  3. Select the CW Kanban tab and click the right arrow to move to the "Displayed" column. If you don't see the tab listed, ConnectWise may be showing you old cached data. Log out, clear your browser or client cache, then log in and try again.
  4. Click "Save". The CW Kanban board appears as a tab.
  5. Click the tab to open your Kanban application in ConnectWise.

In the Kanban app, shift-click a card title to open it in the same browser/client tab. The page opens quickly because it uses the existing ConnectWise application context.

Removing an Embedded Kanban Tab from ConnectWise

To remove an embedded Kanban tab from ConnectWise Manage follow the steps below. You will need access to the ConnectWise Setup Tables.

  1. To open the Setup Tables, click System → Setup Tables
  2. In the Table search box enter, "Manage Hosted API" and click search.
  3. Select "Manage Hosted API" from the list.
  4. Click the Kanban tab you want to remove.
  5. In the tab edit page, click the delete iconand click OK to confirm.

Adding an Embedded Kanban Tab to ConnectWise using the Setup Tables

In addition to adding a Kanban tab via the method in CW Kanban, you can add a tab manually in ConnectWise. Follow these steps:

  1. To open the Setup Tables, click System → Setup Tables.
  2. In the Table search box enter, "Manage Hosted API" and click search.
  3. Select "Manage Hosted API" from the list.
  4. Click on the "+" button to create a new tab.
  5. In Description, enter "CW Kanban" or some other name- it's up to you.
  6. In Screen, choose where the Kanban tab will be visible. The most easily-accessible screen is the Today Screen, but you can choose any of the options listed.
  7. Set Origin to the URL of your Kanban application. For example: "https://example.cwkanban.com/".
  8. Set URL to the special URL of the board you want to appear in the tab. To get this URL, from the Kanban application edit the board and click the "Embed in ConnectWise" button. A dialog showing the URL opens- copy the URL and paste it into ConnectWise.
  9. Save the tab by clicking the disk icon .
  10.  To view your embedded Kanban tab, follow the instructions in the Viewing an Embedded Kanban Tab in a ConnectWise Screen section.

 

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