What is Board View?

One of the most helpful things about Board View is how visual it is. This means that it’s easy and instant to see how your ticket workflow is progressing and get at-a-glance updates of various changes as they move from column to column. Board View lets you map out your process into columns, see all of your tickets represented as cards, and quickly and easily see what stage each piece of work is at.

We have introduced 4 different “Board Views” to simplify the ticket workflow layout.

- Board View By Status
- Board View By Issue Type
- Board View By Priority
- Board View By Technicians
- Board View By Station/Location

The columns are draggable which will allow you to change the order of columns based on your workflow. The ticket cards are also draggable and you can easily move them from one column to another, this can be used to update the ticket status, issue type, priority and technician.

All the notifications will also be triggered as normal where needed. E.g. when you change the status and there is a notification related to that it will be automatically triggered, The same rule will apply when you change the ticket from one technician to another.

There is a default shop-based setting which will apply to all shop users however they can set their own options too.

The “Filter” option is also available to saved/stored views at the user level, which will allow users to set their own filters and views.

Please note that the “Board Views” are NOT a replacement for “Ticket Manager“, it’s just another way of visualizing the ticket workflow as some people may prefer to use them instead.

Board View ByStatus

Filter Option

Please use the filter button to change the view and options related to that view, once finished please click on “Apply” and then “Save” if you want to keep that view for the next time.

Draggable Elements – Columns

When you move the mouse over to the right-hand corner your cursor will change to a hand and then you can drag the column to any position you like. The cross icon will delete that column. After the changes, you must click on the “Save” button.

If you wish to delete a column then please use the “Delete” icon which is next to the drag icon to delete that column. After the changes, you must click on the “Save” button.

Draggable Elements – Ticket Cards

When you move the mouse on the ticket card your cursor will change to a hand and then you can drag the ticket card to any columns you like. This change will be real-time and if you’re in the ticket status view then the ticket status will be changed and any notification related to that status will be triggered.