Boards: shared and private ticket views
Build boards of tickets by queue, status, priority or any filter, as a list or a kanban, and keep them private or share them with your team.
Updated 4 min read
A board is a saved view of tickets. Show it as a list or as a kanban with a column per status, pick the columns you want, and group or sort it the way your team works.
- My boards are yours alone.
- Shared boards are made by a service manager or workspace admin, and everyone on the desk sees them. The setup check offers a board for each of your PSA queues; press Create board on a row to make it.
- Save as board on Ticket search turns any search into a private board.
Work from a board
Click a ticket to open it in the drawer, or right-click for Merge into… and Add people…. On a kanban, the arrow keys move between columns and [ and ] move the focused card one column left or right. Columns lets you add fields such as Rating or SLA.
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