How to Demo Ticketing Kanban System

The Ticketing Kanban system is a great feature to demo to a client in Ivinex.

This option works as a Data View for the Tickets module (Ticketing). Created in the Ivinex View Editor.

To show the Ticketing Kanban, click on the Ticketing Kanban module View in Ivinex Nav menu (as shown in RED).

The following image will come up. This is an example of how Agents can manage their Tickets.

As was described in the "How to demo Ticketing", the tickets that we create are brought into the Ticketing Kanban View based on the Status field. This can be setup for any field, however.

You will notice that the "Bubble List" for each Status (three shown) with specifically set fields -- Status' titled at the top of the window.

The fields being used in this case -- are coming from the Tickets module (reference the fields in Tickets). These can all be changed as necessary. The look and feel are modified in the View Editor.

Fields: All the data shown in our Kanban bubble list. These fields can be modified (show as example only).

Agency: First field showing the company (ie: ABC, ZYX, Test, etc...). Notice that we are displaying the company name only, without the field name (Agency) in front of it. You display what you want.

Title/Main Issue: The "issue" title of the Tickets that an Agent would fill in. Field name "Main Issue" is shown in this case.

Priority: The "priority" that is given by the Agent on a ticket.

Status: Status is used in this Kanban to show where the ticket is currently in the process. We are showing three different examples as "New", "In Process", and "Resolved" for demo purposes. These can be change or revised as necessary (you can have multiple windows for different status').

Open Date: Date opened for the ticket by the Agent.

You can demo these tickets by showing the dragging feature. This means that you can pick an individual "ticket" with your mouse in each of the different statuses and "drag" them over to another. This will demonstrate how the 'Status' can change based on what window you drag it to (a ticketing system a lot like "Trello", etc..).

You can demonstrate this functionality to the client to show how Ticketing can be used.

You can also mention that the colors, fields, text, etc... can be customized within the View Editor. So they can make it look how they like it.

Note: The Ticketing Kanban system is a great view for an Agent. But remember that this is just a View and not a module (only modified in the View Editor). It uses the Tickets Module to pull in all the data, as discussed in "How to Demo Ticketing".