Quickly and easily see the Ticket details, activities, invoices, and all work logged. Edit any Ticket details to keep your records up to date and ensure that your work is billed correctly.
Using this guide, you can:
View your Tickets to see pertinent details and monitor ongoing work. There are a number of ways to view your Tickets. Search from the Navigation bar for a specific Ticket, view Tickets through the Tickets Module, or find a Ticket in the Company/Client page Stream.
To find tickets using Global Search:
Click on the Search bar drop-down arrow.
Select the relevant Ticket from the drop-down list.
To find a ticket in the Tickets Module:
Click on the Module Button at the top left of your screen.
Select the Tickets Module from the list.
A list view will appear.
Utilize Filters if necessary to sort and find the correct Ticket, or use the Search bar.
Click the Ticket # or Subject to view the ticket.
To find a ticket on a Company Page:
Navigate to the Company/Client page you want to view.
Click on the Work tab in the ongoing work section on the right.
Scroll to view a list of all Tickets created against this Company.
The Ticket View screen provides you a helicopter view of the ticket, displaying the progress of the most recent activity, invoice history, budget and work, expenses, ongoing tasks, and the general details of the ticket.
Listed across the center of the screen are several sections and tabs containing information to help you manage your Ticket.
In the first few sections of your Tickets, under the Status Bar, you will find the Ticket Body, Key Metrics, and all Upcoming Work.
Ticket Body: Includes the Ticket Title and a brief description of what work is being completed on this Ticket. To edit the Ticket Body, click on the body of the text, and it will convert to editable text. Make changes and click the checkmark to quickly and easily Save your work.
Key Metrics: Helps your managers and assignees keep track of the time spent on the ticket and the ongoing communication with the client.
Ticket Age: The number of days since the Ticket was opened.
Last Work Done: The number of days since there were logged activities against the Ticket in your account.
Last Company Contact: The number of days since the client was last contacted regarding the Ticket.
Due In/Overdue: How long until you have budgeted for this work to be completed, or how many days over budget.
The Stream tab is shown by default. Quickly see the most recent activities recorded against the Ticket, or any non-billable conversations tracked against the Ticket itself.
Click the List & Export button to view a full list of all emails, calls, and notes against the Ticket.
Add a Budget and view an overview of the time logged against the Ticket, all under the Budget & Work tab. Time and money are tallied in real-time as staff does their work, and through the approvals process, you retain control, changing rates, billable vs non-billable time and more through intuitive user interfaces that also update in real-time.
From this tab, view all Budget information, Billable/Non-Billable Time logged, the number of Activities Logged and who they were logged by, the Status of the Ticket, the Retainer Period it applies to, the current Cost Amount, and the Reference Number.
Store and locate files related to the Ticket. Create folders to keep your files organized. Learn more about Attachments.
View all of the Materials related to this ticket. Learn more about Materials.
To add a Material, click the + Add Material button.
View and easily create related expenses to the work completed on this Ticket. Learn more about Expenses.
See all invoices created for this ticket under the Invoices tab.
To add an invoice:
Learn more about Creating Invoices.
Send attachments/designs/proposals to clients and get them to “sign off” before completing work. See any previously sent Signoffs, or create one quickly by choosing +Create Signoff. This will redirect you to a new screen where you can complete the Signoff Process.
Learn more about Signoffs.
See all assets linked with the Ticket.
To link an asset to the ticket:
By default, you will see all incomplete tasks associated with the Ticket.
To see all tasks, including completed tasks, click Show All.
Quickly add a new task for this Ticket by clicking +Add Task. Learn more about Adding Tasks.
Quickly view Ticket Details, such as the Assignee, Priority, Type, Class, and any other Custom Profile fields you have configured.
Overview of all key dates associated with the Ticket, such as the Date Created, Date Submitted, Start Date, and Due Date.
Overview of Billing Rates, Work Logged on the Ticket, and number of Tasks logged. Update the Budget by clicking on the Edit Budget link.
Learn more about Budgets.
Click +Add Activity to add an activity about this Ticket. Learn more about Adding an Activity.
Click Ticket in the menu bar to easily change the assignee of this Issue. Click Reassign Ticket to change the Assignee to another user, or Surrender Ticket to keep the ticket unassigned.
If this work has already been submitted on another ticket, or you want to complete the work off of another ticket, click Merge a Ticket, which will bring you to another page where you can search for an open ticket attached to this client.
Or, if you start work on a ticket and the scope of the work has changed, easily Convert this Ticket to another Ticket Type by clicking Convert to type (PREMIUM) and fill out relevant details.
The Process > Approve option is a premium feature that allows you to view all work completed and easily drag and drop logged unapproved activities to the Approved Activities section. Save time from individually approving every activity.
Learn more about Approving Work.
Configure your statuses and progressions to match your business processes. Quickly change the status within the status bar under your Configurations > Tickets > Types, Progressions & Fields.
Learn more about Status Progressions.