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Assign Tickets

Search, filter, sort and export your tickets to see detailed snapshots of collections of tickets within a time period. Using reports, you can monitor daily ticket activity, user performance, compliance with your service level agreements, average resolution times, and whatever custom fields fit your business.

Using this guide, you can:


Assign Tickets

Assign Tickets to users easily and efficiently through multiple methods to ensure that you find the right person to complete the job. Assign tickets from the Ticket View page, assign tickets in bulk from the Tickets Module, or Assign tickets to users using Team Scheduling if you have a Premium account.


Assign Tickets from the Ticket View page

Assign tickets from any Ticket page to make sure the right person is working on it, or Re-Assign the Ticket if you need to pass it off to another user.

To assign a Ticket:

  1. Click on the Ticket button at the top of the page.

  2. Select Assign Ticket.

  3. Select the desired Assignee from the drop-down list.

  4. Edit any other Ticket Details if necessary.

  5. Click Save


Create Tasks to Tickets in Team Scheduling (PREMIUM)

Create work for Tickets quickly and efficiently to the right user using Team Scheduling.

To view unassigned tickets in Team Scheduling:

  1. Hover over the Schedule button on the Navigation bar and select Team Scheduling.

  2. Select the Tickets tab.

  3. Click the Edit button to view Filters.

  4. Click on the Assignee Filter and select Unassigned to show only Unassigned Tickets.


Assign Tickets to users by Allocating Work in Team Scheduling.


Surrender Tickets from the Ticket View page

Surrender tickets from any Ticket page to to release the assignee from a Ticket and ensure the right person is notified and prompted to reassign it.

To surrender a Ticket:

  1. Click on the More button at the top of the page and select Surrender Ticket.


  2. Select the person to Notify and include any additional notes in the Body.


  3. Click Save.

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