Creating A Ticket

Last updated: 02/11/2024

You can create a new ticket from the Tickets screen or the Dashboard (for users with access to a dashboard)

Pick A Category

The first thing you need to do when creating a new ticket is pick a category. There may also be departments you need to choose first depending on your organization's settings.

If there are multiple departments, you'll need to click or tap on one first to display the available categories for that department. 

If there is only one department set up in the Help Desk, then you'll only see a list of available categories to choose from. 

Clicking on tapping on a category will bring you to the ticket scree.

New Ticket Screen

For new tickets, you'll be required to fill in a brief description of your problem, a more detailed description of your problem, and potentially additional required questions based on the custom questions for the chosen category.

Clicking the Save & Close button on top will submit the ticket and notify any Owner(s) assigned to that category. You'll be then taken back to the Tickets search screen.