How to create a ticket manually?

Creating from the Issues' list

In order to create a new helpdesk ticket, go to your project, Issues tab and click New issue. When you choose Support from the tracker dropdown, the issue layout will adjust to support ticket view.

new ticket.png

Fill in all the necessary fields:

  • choose a customer who will be a contact for this ticket,
  • add a subject, status, and priority
  • choose ticket source - how did you learn about the issue (phone, web, email, etc)
  • choose if you want to send it as a notification or initial email
  • add some description and assignee

After you click Create, the ticket will look similar to the below:

new ticket created.png

From now on you can proceed normally with your manually created ticket, i.e. reply to it or change its status, progress, and so on.

Creating from a Contact

The second way of creating a new ticket is directly from a Contact via this button.

new_ticket_button_appearing.png

And then, the Helpdesk contact will be automatically filled.

helpdesk_contact_automatically_filled.png

Troubleshooting

A possible problem that could appear is that you would not be able to see the New ticket button in the Contact.

new_ticket_button_missing.png

To fix this problem, you have to go to the Helpdesk project tab. Then, here you have to set a Ticket tracker.

ticket_tracker_helpdesk_settings.png

Please save the changes and the New ticket button will appear.

Was this article helpful? Yes  No
547 from 578 found this helpful