swim lanes by customer?

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New Member

Hi, first post.  We are trialing service hub as a method for tracking current customer status and open tasks.  

 

Is there a way in the trello-style view to group tickets into 'swimlanes' (going horizontally left to right), so that each lane contains all tickets for a given customer?  

 

This will provide extremely valuable separation of tickets between customers so we can gauge which customer has the most open tickets / needs the most love etc.  

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Advisor | Gold Partner

hi @jonformant 

hope you are doing well.

what we have done with one of our clients

is special custom reports that show the amount of tickets per client

and per status.

As pipeline amount is limited (depending on the licence's tier) 

we use the pipeline for the total of tickets/clients.

BUT is you need to track some clients

you can use a Specific pipeline for those clients

that way you can use filters to see only the tickets of that clients

like you see it in trello.

 

Hope this helps.

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Advisor | Gold Partner

hi @jonformant 

hope you are doing well.

what we have done with one of our clients

is special custom reports that show the amount of tickets per client

and per status.

As pipeline amount is limited (depending on the licence's tier) 

we use the pipeline for the total of tickets/clients.

BUT is you need to track some clients

you can use a Specific pipeline for those clients

that way you can use filters to see only the tickets of that clients

like you see it in trello.

 

Hope this helps.

Reply
0 Upvotes