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Creating Ticket using Templates
Jobin Johny avatar
Written by Jobin Johny
Updated over 5 months ago

Creating tickets from End User application using templates

To create a ticket with auto-templates, You need to create templates on DeskDay portal and set it can be used on End User Application.

How to create ticket templates.

  1. On side navigation bar, access the Control Center.

  2. Choose the "Service Desk Templates" option from Service Desk section.

  3. In the template screen that opens, choose the “Tickets” tab from the list of tabs.

  4. On the screen that appears below, click the “Template +” button located in the upper-right corner of the screen.

  5. A new window will open where you need to fill in the fields appropriately.

  6. To show the end-users concern template while creating tickets, locate “Show to users while creating tickets” at the bottom of the second page of window and mark the checkbox near it.

  7. Finally, click “Create” to create the new template.

How to create ticket with auto-templates

Step 1: To start, go to the service desk's side navigation bar and select "Ticket".

Step 2: Look for "Tickets +" on the right-hand side of the screen and click on it.

Step 3: A new window will appear. In the "Summary" section, start typing the problem or issue user experiencing. You can use template tags also for the same.

Step 4: Similar or identical issue templates or templates with same tag will be shown as suggestions. Click on the one that best matches the issue.

Step 5: Fields such as Summary, Board, Description, Priority, Ticket Type, Ticket Sub-type, Urgency, Impact, Location, Budgeted hours, SLA, Checklists, Attachments and Tags will be automatically filled.

Step 6: If necessary, make any changes to the fields and fill out the remaining fields as appropriate. Finally, click on the "Create" button.

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