For a long time, we’ve heard from our users that it would be a game-changer to manage everything from project tracking and fundraising efforts to internal communications all within Ticketsolve.
We’ve listened, and now we’re excited to introduce a suite of tools designed to help you manage your work with ease. Whether you're planning a fundraising campaign, tracking marketing projects, or coordinating internal tasks, Ticketsolve has you covered all in one place...
Introducing Projects, Inbox & My Stuff
Here’s a look at the three key features that bring project management and pipelines to life in Ticketsolve:
✅ Projects
Your all-in-one workspace for organising, tracking, and managing your team’s work, whether it’s fundraising initiatives, sales pipelines, marketing tasks, or day-to-day operations. Keep everything clear, visible, and on track with drag-and-drop Kanban-style boards.
📥 Inbox
Stay updated without the noise. Your Inbox pulls in notifications for project cards you’re assigned to, like new comments, status updates, or assignments, so you're always in the loop.
🙋♀️ My Stuff
Your personal dashboard. Easily see every project, card, and comment you’re part of, all in one tidy view. Perfect for keeping your priorities straight and staying focused.
You'll find Projects, Inbox and My Stuff in your main menu bar, above the Add-ons icon. These icons are visible to all user roles.
Projects
Whether you're organising a fundraising campaign, tracking sales pipelines or keeping operations running smoothly, Projects is here to make it easier. Designed for flexibility, this tool supports all kinds of work and campaign management, including:
- Fundraising initiatives
- Revenue and sales pipelines
- Marketing campaigns
- Venue and operations management
- Task tracking and to-do lists
Whether it's a General or Fundraising project, Projects is your central hub for managing both your workflows and fundraising pipelines.
Overview of Projects
To access Projects, click the Project icon in the main menu (above the Add-ons icon):
The intuitive Project Dashboard provides a clear view of everything in motion - what’s being worked on, who’s involved, and when tasks are due.
For fundraising projects, you can easily track progress, monitor milestones, and see how close you are to reaching your goals, all in one place.
From the Dashboard, you can create a new Project or open an existing one. You can either create a General Project or a Fundraising Project.
Within each project, you can track individual cards through every stage, from initial setup to completion.
With the ability to assign cards to customers, orders, shows, or events, link relevant tags, set due dates, and leave comments, managing your fundraising efforts and day-to-day tasks has never been more straightforward.
N.B - 'Projects' and the cards created within Projects should 'never' be used to store passwords or security sensitive information like credit card numbers.
Want to get started with Projects?
- For a beginner's step-by-step guide on using Projects, check out Managing Projects and Pipelines in Ticketsolve.
- To learn more about building fundraising pipelines in Projects, head to Fundraising Projects in Ticketsolve: Your Essential Setup Guide.
- Looking for some inspiration? Check out Using Projects in Ticketsolve: Practical Examples and Tips.
Inbox
Inbox is designed to instantly deliver you notifications and keep you up to date when anything happens regarding any Projects and Cards that you're assigned to or mentioned on.
To access your Inbox, click the top inbox icon in the main menu (above the My Stuff icon):
Inbox has some additional functionality and options:
- Display read notifications (or not)
- Mark all notifications as read
- Delete all or all read notifications
- Mark individual notifications as read or delete them
Clicking on an Inbox notification will take you from wherever you are in the system to the open card within the Project.
My Stuff
My Stuff is a page that contains all the Project cards that you are assigned to or mentioned on for easy access.
To access My Stuff, select the user icon in the main menu (above the Projects icon):
The cards can be searched and sorted, as well as filtered down to specific projects, end dates, and more:
Clicking on the 3 dots (additional options) icon at the end of a card row gives the option to edit the card, duplicate the card or delete the card.
If edit card is selected, the card will appear in a side modal where it can be amended as required:
Want to know more?
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