Employee Mobile App - Create a New Ticket

1. Tap the menu icon

   Tickets can be used by your team for internal use to help track and organize your to-do items, projects, initiatives, conversations, and more. If also utilizing as a customer ticket system, they can be shared with your customers as well. To start, tap the menu icon.

   

2. Tap "Tickets"

   Then, tap "Tickets". In order to access and update "Tickets" you will need to be set up either as an "administrator" or a "superuser", or have the roles of: "ticketView" and "ticketEdit".

   

3. Tap the "+" button

   Here on the Tickets screen, you can scroll the screen to view other ticket details. To create a new ticket, tap on the "+" button.

   

4. Enter the ticket name in the "Title" field

   Enter the ticket name in the "Title" field.

   

5. Type to search for the company in the "Company" field

   Type to search for the company in the "Company" field. It can be the company name.

   

6. Select the company from the list

   Select the company from the dropdown.

   

7. Select a template if needed

   You can select a template for the ticket, if needed.

   

8. Tap "Create"

   Then, tap "Create" to add the new ticket.

   

9. Fill in the ticket details

   Here on the ticket Details screen, you can fill the needed details for the ticket.

   

10. Scroll down to add more details

    You can scroll down to view and fill in other details. Information added is automatically saved.