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Configure Boards

Topic

This article explains how to configure your ticketing boards in NinjaOne.

Environment

NinjaOne Ticketing

Description

Use ticket boards to organize your tickets into different categories.

The boards described in the following table are available for each account by default. NinjaOne labels all default boards with the System tag.

Board NameDescription
All ticketsAll existing tickets in the Ticketing system
Open ticketsTickets that have not been resolved
My ticketsTickets assigned to the logged-in technician
Deleted ticketsDeleted tickets
Unassigned ticketsTickets that have yet to be assigned to a technician
Organization Dashboard TicketsRelates to the Ticketing tab on the organization-level dashboard
Device Dashboard TicketsRelates to the Ticketing tab on the device-level dashboard

Index

Select a category to learn more:

Add a Ticketing Board

To add a new ticketing board, perform the following steps:

  1. Open the Boards tab and click Add.
ticketing_boards_add.png
Figure 1: Add a new ticketing board in NinjaOne
  1. In the General section, provide a unique identifier for Name and, optionally, add a summary of what kind of tickets will be sent to this board for the Description.
  2. Open the Conditions section. Use the following table as a guide to complete the applicable fields.

    FieldData
    Meets all conditionsYou can add one or more conditions under this field. If you add multiple conditions, the ticket will be created only if all conditions are met. 
    The more conditions you add here, the narrower the requirements for routing that ticket to the board.
    Meets any conditionYou can add one or more conditions under this field. If you add multiple conditions, the ticket will be created if only one of the conditions is met.

    If you have conditions in both All and Any, and the ticket meets the Any conditions but not the All conditions, then the ticket will not be routed to the board. Tickets can exist on multiple boards simultaneously, and if the conditions for a specific board are no longer met, it will be removed from that board.

  3. Open the Columns and sorting section. Use the fields in this section to change the default sorting and display of the board. You can add or remove columns and rearrange the way they are presented, so you can see only the information that is important to you.
  4. Click Save.

Edit, Copy, or Delete a Ticketing Board

You can edit, copy, or delete custom boards by selecting the checkbox next to the board name and then clicking Edit, Copy, or Delete. Alternatively, move your mouse cursor over the board name and click the action menu to view these options.

Default boards labeled System cannot be deleted, but you can edit and copy them.

ticketing_boards_edit copy or delete.png
Figure 2: Edit, copy, or delete a ticketing board

Configure Board Layout

To change the layout of your ticketing board, perform the following steps:

  1. Click Display Order.
ticketing_boards_display order.png
Figure 3: Change the display order of your ticketing boards
  1. Use the Visible boards field at the top of the configuration dialog to determine how many boards are visible in the sidebar menu before NinjaOne displays the Show All option (this will not include the "Pending Emails (#)" option). This value can be set to any value between 1 and 20, and defaults to 5. An eye icon visible.pngdisplays for each row that is considered "visible."
Figure 4: Example of how the Visible boards field affects the left side navigation pane
  1. To reorder the boards, click and hold the row and then drag it to the desired spot.
  2. Click Save to confirm changes.

Additional Resources

Refer to NinjaOne Ticketing: Resource Catalog to learn more about NinjaOne Ticketing.

FAQ

Next Steps