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Creating a new ticket using templates.
Creating a new ticket using templates.
Jobin Johny avatar
Written by Jobin Johny
Updated over 9 months ago

To create a ticket with auto-templates, follow these steps:

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, Work type, Ticket Type, Ticket Sub-type, Urgency, Source, 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.

Congratulations! You have now successfully created a ticket using auto-templates.

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