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Kanban view is a column layout of tickets, which segments them further based on Status, Priority, Assignee or Due date.
Applicable Plans: ✖️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️Enterprise Plus
Accessing the Kanban View:
Kanban view mode can be accessed from your ticket list page.
- Click the view switcher on the top right.
- Choose "Kanban View Mode".
Alternatively,
- Go to Profile >> My Settings.
- Navigate to Ticket Preferences tab.
- Choose Kanban in ticket list view dropdown.
Note: View ticket preferences changes are configurable and persistant at agent level.
Kanban Board Explained:
Kanban Card Action Items Explained:
Kanban view has four segmentation options:
- Assignee
- Priority
- Status
- Due Date
You can use the layout switcher to switch between the various view layouts.
View by Assignee: Each column represents agents in alphabetical order. An additional column is present for "Unassigned Tickets".
View by Priority: Each column represents priorities listed in decreasing order (Highest priority comes first).
View by Status: Each column represents statuses listed in increasing order (Lowest status comes first).
View by Due Date: Each column represents Due Dates listed in chronological order.
List and Order of Columns:
|
Order |
Column |
Meaning |
|
1 |
Long Overdue |
Tickets that were long overdue, excluding the ones that were due in the past 7 days. |
|
2 |
Overdue Last 7 Days |
Tickets that were overdue in the past 7 days, excluding the ones that were due today. |
|
3 |
Due Today |
Tickets that are due today. |
|
4 |
Due In Next 7 Days |
Tickets that are due in the next 7 days, excluding the ones that were due today. |
|
5 |
Due Beyond 7 days |
Tickets that are due in the future, excluding the ones that are due in the next 7 days. |
|
6 |
Due Date not Set |
Tickets whose due date are not set. |
Important Note: In Kanban view, if a specific column has no tickets under it, the column will not be displayed.
Filters, Queues and Sorting Behaviour with Kanban Board:
