Managing Tickets

Ticket Options

You have many ways to make changes, add more detail and features to use to enrich your experience with tickets and increase productivity. 

Editing tickets

You can open a ticket by clicking on it which will take you to the ticket editor where you can provide information on the task the ticket is about.

• Name - Update the ticket title.
• Description - Provide a written description of the task
• Comments - Provide and receive feedback on the ticket
• Column - Move the ticket between columns
• Members - Assign tasks to team members
• Custom Fields -  Add custom fields that are needed for this ticket

Custom fields

With custom fields, you can add more details to your tickets:

• Labels - Add labels to tickets to identify which project they are related to
• Conversations - Assign a support conversation to the ticket
• Text field - Add as many custom text fields to your ticket as you need
• Deadline - Let the team know when a ticket is due
• Contacts - Assign a specific contact from your CRM to a ticket
• Checklist - Add a checklist to your ticket to keep track of subtasks

Changes to your tickets (except for the text fields where you can see a save prompt) are saved automatically so once you are done editing you can simply close them.