Product Documentation
Product Documentation
The Kodaris Employee App offers a Tickets feature that acts as an in-app project management tool. It can be used to help track and organize your to-do items, projects, initiatives, conversations, and more. Tickets can be leveraged by your team for internal use, and you can choose to utilize it with your customers, too. Adopt Tickets in whatever way works best with your business processes.
The Tickets feature is easily accessible on the mobile app from a phone or tablet. Using it to help organize your team’s tasks and customer communication can increase efficiency, improve performance, and, in turn, enhance customer satisfaction. Leveraging the Tickets feature can empower your team to update your project management tool while on the go, helping them organize and prioritize tasks in real time.
Using the app, you can create new Tickets and view and manage existing ones. The main Tickets screen is where you can view all Tickets. It’s set up in an intuitive grid format, and similar to all other grids in the Kodaris system, you can search, filter, and sort the data. To further customize the Tickets grid, you can also add or remove columns from your grid view, rearrange the columns, and save your grid filters for future use.
When clicking into an individual Ticket, you can edit the Ticket’s information, such as the title, the description, a project the Ticket is related to, the priority level of the Ticket, the current status of the Ticket, a desired due date, and more.
If you want to share a Ticket with a customer account, you can add their company code to the Company Code field and select “Yes” in the Display To Customer field under the Others section. Once these fields are properly filled out, the Ticket will be available for your customers to view and contribute to in the Customer Portal.
After a Ticket has been shared with a customer, they also have the ability to add comments to the Ticket using a comments feed. The feed shows comments in real time and includes a timestamp that indicates when the comment was posted. This feature allows your team and customers to provide asynchronous, documented updates about the Tickets at hand.
Similar to customer comments, you have the ability to leverage the internal comments feed to communicate and track ticket progress with members of your team. Anything posted under the Internal Comments tab will only be accessible to internal users who have the permissions to access the Tickets feature.
Under each Ticket, you also have the ability to add assignees. This could be used to assign ownership over specific Tickets to ensure they are managed and properly completed. Although assignees are not mandatory, you can add one or multiple users. Once added, they will receive email updates when there are changes or additions to their Tickets.
