CloudFly Helpdesk
Tickets & SLA

Configure the columns of a team's board

Add, rename and order the stages on a department's Kanban board, mark the column that closes the flow, and choose the stage new tickets land in.

View .mdOpen llms.txt

The columns on a Kanban board are the stages of one department, and every department carries its own set. This page builds that set and names the column that receives new tickets.

Goal

The department holds a set of columns in the order the work actually flows, the last one is marked as closing, and a new ticket for that department lands in the first one.

Before you begin

  • The administrator role. The Departments, SLA Policies and Working Calendars menu entries appear only for that role, and editing columns needs write access to ticket stages, which by default only administrators hold.
  • A department that already exists under TicketsDepartments.
  • The two permission axes: Roles and per-feature permissions.

Steps

Open TicketsKanban and click the tile of the department you are configuring.

Press Add column in the faded panel on the far right, type a name into Column name… and press Add column. The new column appears at the end of the row.

Rename a column with the pencil icon (Rename) on its header. Press Enter to store the new name.

Drag a column header left or right to reorder it. This order is the flow your team reads every day.

Press the gear icon (Stage settings) to open the Edit stage dialog.

The Edit stage dialog with a Name box, a row of six colour swatches, an empty WIP limit box and two checkboxes beneath it
The settings dialog of one column, opened from the gear icon.

Pick a Color and fill WIP limit (optional). Left empty, the column runs at No limit.

Tick Mark tickets in this stage as resolved on the final column, and Pause SLA clock while here (excluded stage) on a waiting-on-customer column. Press Save.

Delete a column with the bin icon (Delete column). The browser asks for confirmation, and the server refuses while the column still holds tickets.

Open TicketsDepartments → pick the department → the Settings tab. Set Default Ticket Stage and press Save Changes.

Verify

Reload the board: the names, colours and order hold exactly as you left them, and the closing column carries a Closing label on its header.

Create a ticket for that department following Create a ticket and answer the customer: it appears in the column you chose as Default Ticket Stage.

Troubleshooting

SymptomCauseWhat to do
Deleting a column fails with "Stage is in use by existing tickets. Move them first."The column still holds tickets, and the server will not drop one in useDrag every card elsewhere, then delete it
A column goes over its WIP limit and the console keeps accepting cardsThe limit only turns the count red; it blocks nothingRead it as a signal for whoever dispatches work
Pause SLA clock while here is on, yet deadlines do not moveThe clock stops only on the columns ticked under Excluded stages in each SLA policyOpen the policy and tick that column — see Set an SLA policy for a team
Departments is absent from the menuThat entry opens for administrators aloneAsk an administrator to make the change
New tickets land in no columnThe department has no Default Ticket StageRepeat the last step

Next steps

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