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Work a ticket from start to close

Take a ticket, reply to the customer, add internal notes, log your time, then resolve it and ask "Did this fix it?" or close it yourself.

Updated 5 min read

A ticket opens in the drawer beside whatever you were doing, or on its own page. The thread shows every email, reply and note in order, with the company, the contact and their earlier tickets beside it.

  1. 1
    Take it
    Press Take it and start on Up next, or set yourself as the owner on the Team line. The ticket is yours and nobody else is sent it.
  2. 2
    Reply or add a note
    Press R to reply to the customer, or N for an internal note your team sees and the customer never does. A reply goes out from your support mailbox in the same email thread. Dictate and Enhance work in the reply box.
  3. 3
    Log your time
    Press T to start or pause the timer, or log time by hand. See Time on service desk tickets.
  4. 4
    Resolve and ask
    When you think it is fixed, Resolve and ask sends the customer "Did this fix it?". A Yes closes the ticket; a No reopens it for you.
  5. 5
    Or close it yourself
    Press C to open the close card, check the reply, note and time it holds, and press Close ticket.

Status, priority and owner

Press S to change the status, P for the priority and A for the owner. Every change is on the ticket's Activity tab, and ⌘Z (Ctrl+Z on Windows) undoes the last one.

Who can change a ticket

Engineers, project managers and vCIOs act on the tickets assigned to them or that they opened, and can reply on any ticket. Service managers and workspace admins can change any ticket.

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