TheĀ ticketĀ section helps team members with the process of receiving, maintaining, and resolving complaints from the organization's customers.
The ticket menu allows you to organize the way your organization's complaints are listed and resolved on erxes in the following ways.
- You can save multipleĀ PipelinesĀ on a singleĀ Board.
- There are two subdivisions forĀ pipelines, which can be customized to your organizationās needs. EachĀ pipelineĀ can be dedicated to a team within your organization.
If your organization does not have many team members, creating aĀ single pipelineĀ would be beneficial. As you can organize different deals/tasks in theĀ LabelĀ orĀ PropertiesĀ sectionĀ of the pipeline, it may be more convenient for a small team to work on one board. This saves time as it reduces time spent navigating around multiple screens as everything is sorted and funnelled into one page.
After setting up this section, you can learn more about how to use this menu effectively in theĀ TicketĀ menu.
How to create ticket boards and pipelines
- Click on theĀ Ticket board & pipelineĀ in theĀ SettingsĀ menu.
- ClickĀ Add boardĀ and enter the name of the board.
- Select the createdĀ BoardĀ and clickĀ Add PipelineĀ to create its subsections.
- Enter the following information to customize yourĀ pipelineĀ to your preferences.
- Name
- Visibility
- Public:Ā Visible to all members.
- Private:Ā Visible to only selected members.
- Background colour:Ā Choose a default or enter the color code.
- Board:Ā Choose the board the pipeline belongs to.
- Show only the userās assigned (created) deals:Ā Check this button if you would like all assigned tasks to be visible to all members.
- Stages:Ā This is essentially your timeline/stages of resolving a ticket. You will be able to add and categorize tickets under these created stages to discern what stage the ticket is at.
- Stage name
- Enter theĀ percentageĀ of the work that would be considered completed during this stage.
- EnterĀ ResolvedĀ at the stage where a ticket will be considered resolved.
- You can view your customizations and add tickets to your board by going to yourĀ ConversationsĀ and clicking on theĀ TicketĀ menu next to theĀ Team Inbox. For more information on how to use this menu effectively, check out theĀ TicketĀ menu.
