See which tasks have tickets

For vCIOs and account managers. When you finish, you know where each Compass task stands in ConnectWise.

• Ticket chip. Each pushed or linked task shows its ticket number in the task list and in task detail. The chip shows a check mark once the ticket reaches a closed status on its board.

• Ticket section. In task detail you see the ticket number, the board (or the Project and Phase for a project ticket), ConnectWise status as of when you opened the task, who pushed or linked it and when, and Open in ConnectWise, which opens the ticket in a new tab.

• Filter. Use the In ConnectWise: yes / no filter on the task list to see what has and has not gone to ConnectWise.

• Status refresh. Lemhi reads the ticket's status each time you open the task. If ConnectWise cannot be reached, you see the last known status with "Could not refresh from ConnectWise," and the rest of the task works normally.

Closing the ticket completes the Compass task. When a technician closes the ticket in ConnectWise, Lemhi completes the Compass task within seconds. If the ticket is reopened, the task reopens too.

If a ticket was deleted in ConnectWise

The task says "This ticket no longer exists in ConnectWise." Select Unlink to clear it, then push a new ticket or link another one.

Related

• Push a Compass task to a ConnectWise ticket

• Link a task to an existing ConnectWise ticket

• ConnectWise errors and fixes