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Help Desk - Kanban View

 
The kanban view presents tasks on a kanban board with columns and swim lanes. Staff members can select the desired column and swim lane fields used to display and sort data.  Tasks and issues can be moved between columns and swim lanes using drag and drop.  Columns can be collapsed and hidden.  Swim lanes can be collapsed and hidden.  Due to size constraints, the help desk kanban view is only available from the desktop dashboard view is is not available on mobile devices.
 
Helpdesk and Ticket System Kanban View Screenshot
1

Column and Swim Lane Settings

Kanban Swim Lane and Column Selection
Select the columns and swim lanes that will be displayed in the tiHelpdesk instance's Kanban View.
2

Column Selection

2. Column Selection
The kanban will display columns for the tiHelpdesk instance underlying task and issue data based on this drop down's selected value.
3

Swim Lane Selection

3. Swim Lane Selection
The tiHelpdesk instance's kanban view will display swim lanes based on this drop down's selected value.
4

Sort Field Selection

4. Sort Field Selection
Help desk  cards displayed in the kanban can be sorted based on the field value selected in this drop down combo.
5

Sort Order Selection

5. Sort Order Selection
The sort order of cards can be set by selecting the desired sort value to either ascending or descending.
6

Clear Filter

6. Clear Filter
To clear the filter applied to tiHelpdesk's kanban view click on the clear filter icon.
7

Collapse Column

7. Collapse Column
To hide or collapse a column in displayed in the kanban view click on the collapse column icon.
8

Expand Collapsed Column

8. Expand Collapsed Column
To expand or unhide a column that is collapsed in the kanban view click on the unhide column icon.
9

Drag and Drop Help Desk Task Card

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Tasks are displayed on "cards" in the Kanban.  Tasks can be dragged and dropped between swim lanes and columns.  When a task card is dropped into a new swim lane or column the underlying task data is automatically updated.
10

Kanban Column

10. Kanban Column
A kanban column is displayed for each value of the column selection.  The column will contain all help desk tasks for each swim lane that have the underlying column's value. Cards can be dragged and dropped between columns.  Dragging and dropping a card in a different column will modify the underlying task data for the selected column.
11

Filter Kanban View

11. Filter Kanban View
The filter control allows the user to filter the tasks displayed in tiHelpdesk and Help Desk's Kanban view. For more information on filtering please see the Help Desk - Filter and Search Panel help topic.
12

Kanban Swim Lane

12. Kanban Swim Lane
A kanban swim lane is displayed for each value of the column selection. The column will contain all help desk tasks for the current swim lane that contained the displayed field's value.  Cards can be dragged and dropped between swim lanes.  Dragging and dropping a card in a different swim lane will modify the underlying task data to the value for the swim.lane.
13

Collapse Swim Lane

13. Collapse Swim Lane
A kanban swim lane is displayed for each underlying data value for the swim lane selection. The swim lane will contain all help desk tasks for the each column that has the underlying swim lane's value. tasks can be dragged and dropped between swim lane.  Dragging and dropping a card in a different swim lane will modify the underlying task data for the selected swim lane.
14

Jump To Task

14. Jump To Task
Users can jump to a specific task by typing the issue or task's reference number in the Action Toolbar and clicking the magnifing glass icon
15

Add New Menu Button

15. Add New Menu Button
Add a new Task, Consumer User / Customer, Company, Product / Group or Agent / Staff members to tiHelpdesk by selecting the appropriate option from the New menu.