Ranking Cards

Visualizing work priority is a key concept in Kanban. TopLeft makes it easy to view and change the rank of a card. Simply drag and drop the ticket to a new position in its column. The rank will be updated on all boards that show the card.

To move a card to the top or bottom of a column, click the card ellipse menu and click Send to Top or Send to Bottom.

Why Rank Tickets?

Two major ideas in Kanban are:

  • Work is pulled by technicians instead of pushed to technicians. Tickets are started as technicians are available; new work is not scheduled on a calendar.
  • Visualizing work- being able to clearly see the state of work items.

Ranking fulfills these ideas by:

  • Making it clear which ticket should be picked next in a pull-based system. Technicians know which column contains the prioritized list of cards and always pick new work from the top of that column.
  • Making it clear at a glance which tickets are highest priority and will be chosen next in a pull-based system.

If you're not ranking tickets in TopLeft, then you're using a Kanban board but not using Kanban methods. We encourage you to begin ranking tickets and pulling work instead of pushing it, as this is how you achieve the efficiency gains promised by Kanban. For further information, read these articles from our 12 Weeks to Kanban series:

Further Reading

Understanding Ranking in TopLeft

TopLeft cards can be ranked manually by dragging and dropping cards on the board or automatically by selecting properties to rank cards by in the board edit page. For more information on editing boards see:

 

Manual Ranking

When manual ranking is enabled, if you move a card above another card, the higher priority card will appear above the lower priority card on every board where the cards appear in the same column. Because TopLeft Kanban boards can have a variety of filters and column configurations, changing the rank of two cards on one board may have no effect on the order of the two cards on another board- for example, if the cards appear in separate columns on another board. And even though two cards are adjacent on one board, on a different board other cards may appear between those two cards. This is normal and reflects the flexibility of TopLeft's board design.

If a board has a view filter applied, then any tickets that are hidden by the filter are not considered when changing a card's rank. For example, if a filter hides the top card in a column, and a user moves a new ticket to the top position, and then the view filter is removed, then the original top card may still be at the top, and the card moved by the user may be second. If you need to rank tickets to the very top or bottom of a column, you should first clear any view filters on your board.

Card rankings are stored in TopLeft. Rank data is not part of ConnectWise or Autotask tickets .

With manual ranking enabled, the order of the cards in a column is not based on the priority of the ticket. To rank cards based on the priority or other ticket properties, see the next section.

Automatic Ranking

Automatic ranking is available in Standard Plan.

When automatic ranking is enabled, cards are ordered on the board based on a list of card properties. Cards cannot be manually ranked by dragging when automatic ranking is enabled.

To enable automatic ranking, edit your TopLeft board (you must be an administrator), select the Rank cards automatically option, and select which properties to rank tickets by.

ConnectWise tickets can be automatically ranked by the following properties:

  • Priority
  • Due Date
  • Earliest Assignment Date
  • Actual Hours
  • Budget Hours
  • Next SLA Due
  • Customer Responded
  • Last Note Date
  • Last Time Entry Date
  • Age
  • Time in Status

ConnectWise projects can be automatically ranked by:

  • Actual Hours
  • Budget Hours
  • Actual Start
  • Actual End
  • Estimated Start
  • Estimated End
  • Percent Complete
  • Time in Status

ConnectWise activities can be automatically ranked by:

  • Time in Status

ConnectWise opportunities can be automatically ranked by:

  • Expected Close Date
  • Next Step
  • Last Note Date
  • Time in Status

 

Autotask tickets can be automatically ranked by the following properties:

  • Priority
  • Due Date
  • Earliest Service Call
  • Actual Hours
  • Estimated Hours
  • Next SLA Due
  • Last Note Date
  • Last Time Entry Date
  • Age
  • Time in Status
Autotask projects can be automatically ranked by:
  • Actual Hours
  • Estimated Hours
  • Start Date
  • End Date
  • Percent Complete
  • Duration
  • Time in Status

Autotask tasks can be automatically ranked by:

  • Priority
  • Start Date
  • End Date
  • Earliest Service Call
  • Actual Hours
  • Estimated Hours
  • Last Note Date
  • Last Time Entry Date
  • Age
  • Time in Status
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