Customizing Kanban Card Title URL

URL customization is available in Standard plan.

By default, clicking the title of a Kanban card opens the card in your PSA. You can customize the card's title URL to change where the card opens when its title is clicked. For example, you could customize the URL to have your card open in another application. Follow the steps below to customize the Kanban card's URL.

Generate a URL template string

Before you can customize the card you need to determine what URL will open the card in your application. For example, a URL to open a ticket in Desk Director would look like: https://example.deskdirector.com/tech/tickets/74566/details 

  1. Once you determine what your URL is, replace the ID portion in the URL with $card_id. This will get replaced with the actual card ID when the board is loaded.
  2. Your template string should now look similar to https://example.com/tech/tickets/$card_id/details.
    Make sure to include "https://" at the start of your template URL.

Enter the URL template string in TopLeft

From any board, click Admin in the main menu, then Advanced Options. (If you don't see Admin, you're not an Administrator.)

For ConnectWise:

  1. At the bottom of the ConnectWise Options section, find these URL template settings:
    • TICKET_URL_TEMPLATE
    • OPPORTUNITY_URL_TEMPLATE
    • ACTIVITY_URL_TEMPLATE
    • PROJECT_URL_TEMPLATE
  2. Enter the template string you generated in the previous section into the text box of the type of card you want to customize.
  3. Click save.
  4. Open a board and verify that the card title URLs are generating the new customized URL.

For Autotask:

  1. At the bottom of the Autotask Options section, find these URL template settings:
    • TICKET_URL_TEMPLATE
    • TASK_URL_TEMPLATE
    • PROJECT_URL_TEMPLATE
  2. Enter the template string you generated in the previous section into the text box of the type of card you want to customize.
  3. Click save.
  4. Open a board and verify that the card title URLs are generating the new customized URL.

 

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