Drag Cards Between ConnectWise Swimlanes

You can drag cards between resource swimlanes on ticket boards to reassign the ticket. At the moment this is the only type of board where cards can be dragged between swimlanes.

When dragging between resource swimlanes, keep this in mind:

  • Moving a ticket to a different member's swimlane will remove the member whose swimlane it is originating from, and add the member whose swimlane it is placed in. This will only affect the two members, origin and destination; any other members on a ticket will not be modified.
  • If you drag a ticket from a member's swimlane to the "No Resource Assigned" swimlane, it will remove all members from that ticket, not just the member in whose swimlane the ticket originated.
  • When you move a ticket to a new member, TopLeft can send them a message by email to let them know they have been assigned. Enable the "Notify member" option and supply an optional message with details.
  • Moving a project ticket will not let you move a ticket to a member who is not assigned to that project's team. You should first add the member to the project's team in ConnectWise, and then you can re-assign the ticket in TopLeft.