Online Help | Web App

Working with boards

Introduced in 2024.2

Kanban-style boards offer a powerful, intuitive way to visualize and manage your tickets, whether they are incidents, service requests, or work orders. Instead of sifting through lists, boards give you a clear, status-based view of your work, helping you track progress and stay organized. This article introduces the feature and shows you how to navigate and use it effectively.

You can access boards from the Boards page in the My Work section.

Getting started with the auto-created board

When you first access My Work > Boards, you'll see the Open Incidents (temporary) board, created automatically to help you get started. This board gives you an instant overview of open incident tickets, organized into columns based on their status.

Each ticket card provides key details at a glance—ticket number, due date, priority, description, and assignee—and a hamburger menu, so you can quickly assess what needs attention, perform workflow steps right from the board, and jump to tickets for detailed access. As work progresses, tickets move between columns on the board in real time, keeping you up to date.

To customize the board, click the gear button in the upper-right corner. This opens the Customize Board pane, where you can view the board's properties and adjust them as needed, and save the temporary board as a new, permanent one. Customization options include choosing which columns to display, filtering tickets, setting the sort order, and sharing the board with your teammates.

INFO: For details, see Customizing boards.

Collapsing and expanding columns

The arrows on the right allow you to collapse or expand a column.

Clicking the arrows collapses the column, turning its name vertical and hiding the ticket cards within it.

This Collapse / Expand feature is useful when:

  • You want to free up space for more important columns

  • Certain statuses contain tickets that don't require frequent attention

  • You need to focus on active work while keeping other statuses accessible

To expand the column back, click the arrows again, restoring its original horizontal layout and displaying the ticket cards inside.