Check that your service boards have a default status and team

For the MSP admin preparing ConnectWise. When you finish, every board you want Compass tickets on has a default status and a default team, so Lemhi offers it in its board pickers.

Lemhi creates tickets using each board's own defaults. A board can take Compass tickets only when it has a default status and a default team. Lemhi hides any board missing either one from its board pickers. The board picker lists only active service boards, not project boards. To send a task to a ConnectWise project, you pick the project and phase in the push dialog instead.

Do this for each board you want Compass tickets to land on.

1. Go to System > Setup Tables and open Service Board, then open the board.

2. If you are creating a new board for Compass work, give it a Location and a Department first.

3. On the Statuses tab, confirm one status shows a check in the Default column. While you are there, confirm your closing status shows a check in the Closed column. That is what lets Compass show a check mark and complete the task once the ticket is closed.

4. On the Teams tab, confirm at least one team exists and one of them shows a check in the Default column.

Check: Both tabs show a row with Default checked.

A board with no team at all is common on a board someone created recently. Add a team on the Teams tab and mark it as the default. Lemhi offers the board once both defaults are in place.

Next

Connect ConnectWise to Lemhi and choose a default board

Related

• Create the security role, API member, and keys in ConnectWise

• ConnectWise errors and fixes