Tickets Board View

• Navigate to the Tickets module from the left menubar
• Head over to the Board View option on the top right
• You will be redirected to the Board View screen
• In the board view, the columns will be displayed based on the stages you have created.

• You can drag and drop the Stages to reposition 

• Create a New Type
• Customize the Card
• Actions Under Stage Title
• Operations under Actions

​

Create a New Type

• Navigate to the All Pipeline option
• Click on the Add New Pipeline options

• Enter the Pipeline Name
  • Make these tickets visible to the customer: Enable this option if you wish the pipeline to be visible to your customers.
  • As soon as you enable this option another option will appear.
    • Let customers to send replies on these tickets - Enable this option if you want your customers to engage in ticket discussions and add their comments on it
  • If you wish to Add in any new stages click on Add New Stage
  • Click on Save

​

Customize the Card

• You can also choose the design of the card and what details should be shown by clicking on the View Settings button and configuring the popup with your desired details
• Pipeline - Select the Pipeline for which you wish to Customize the Card
• Add Field - Select the Fields you would like to appear on the Card, you can easily Add or remove the fields.
• Then, choose the Card Layout,
• Default - To display the values of the selected fields with their icons on the card.
• With Label - To display the field label and their values for the selected fields in the card.
• Compact - To display the values of the selected field in a compact view.
• Preview - Will show how the Card would appear with any of the above Card layouts.
• Once you have chosen your preferences, hit the Save button

​

Actions Under Stage Title

• As you click on the stage Title, it will allow you to perform the following actions,
• Move Left - This option allows you to move the Stage to Left
• Move Right - This option would allow you to move the Stage to Right
• Update Stage - This option would allow you to Update the Stage
• Collapse Stage - This option lets you temporarily hide the Stage
• Delete Stage - This option would let you Delete the Stage if not required

​