VectorKan
Client management
⏱️ 5 min read
Triaging client requests into tracked tickets
Review incoming customer submissions, communicate via public updates, and convert requests into tracked project tickets with one click.
Summary: Incoming client requests land in a dedicated triage queue. Internal teams can inspect requests, reply to clients, or convert requests directly into board tickets.
The Requests triage queue
Client submissions do not clutter your board automatically. They appear in Projects → Requests with urgency indicators (Low, Normal, High, Critical).
Converting a request to a ticket
- Open the request from the triage queue.
- Review the customer's description and contact information.
- Click Convert to issue.
- VectorKan creates a project ticket (e.g.
PORT-42) linked to the original customer request.
Sending customer updates
You can post public updates in the request thread. When you update the request or resolve the linked ticket, the client's private tracking page updates automatically.
More guides in Client management
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Securing client intake with passcodes & domain restrictions
4 minProtect public intake portals from spam and unauthorized submissions using access PINs/passcodes and allowed email domain filters.
Client records and project associations
4 minOrganize client relationships, assign dedicated projects, and set up invoice billing defaults for each account.
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