Understanding ConnectWise Project Cards

Applies to: ConnectWise project boards

The parts of a project card are:

project

  1. Project ID. You can easily copy the project ID to your clipboard by hovering over the number with your cursor, then clicking the copy-icon icon that appears.
  2. Card menu, with these functions:
    1. Send to Top: ranks the project at the highest priority in the column
    2. Send to Bottom: ranks the project at the lowest priority in the column
    3. Edit Project: view and change various properties of the project
    4. Open in ConnectWise: open the project in the ConnectWise web app. You can also click the project title to do this.
  3. Ticket board link: drill into the project's tickets- this opens a ticket board filtered to show only tickets from this project. If this doesn't appear, then the Kanban board's "Ticket board" field has not been set.
  4. Estimated start and end of the project. This is shown if the board's "Estimated start and end" option is enabled.
  5. Actual start and end of the project. This is shown if the board's "Actual start and end" option is enabled.
  6. The Completion percent of the project. This is shown if the board's "Percentage complete" option is enabled.
  7. The Actual hours on the project. This is shown if the board's "Actual hours" option is enabled. 
  8. Length of time since the project has changed statuses in TopLeft. This is shown if the column's "Status age" option is enabled.
  9. The Project manager of the project.
  10. Company name
  11. Project name