Managing Helpdesk Tickets

Introduction

The Tickets section in the Helpdesk module gives admins complete control over employee issues. You can view, assign, edit, or close tickets efficiently—all within one central interface. Learn how to access the Tickets tab, work through open and closed tickets, and perform both individual and bulk actions with ease.

TABLE OF CONTENTS

1. Accessing Helpdesk Tickets
2. Open Tickets
3. Closed Tickets

Accessing Helpdesk Tickets

1. Go to the Org tab in the left navigation menu.

2. Click Helpdesk, then select the Tickets tab.

Open Tickets

This tab lists all tickets that are not yet resolved.

• Use the filters and search bar to quickly find specific tickets.

• Click the three-dot dropdown (below filters) to sort columns by various attributes.

• Click on any ticket to open the Ticket Details view. From there, you can edit:

  • Add Followers

  • Category and Sub-Category

  • Assigned To

  • Priority and Ticket Status

• Click Update after making changes.

• Use the three-dot menu within the ticket view to Export Conversation. You can also:

  • Add a Note

  • Upload a Document, tagging employees as needed

  • Send the message and then Close the Ticket using the down arrow next to Send.

• Alternatively, use the three-dot Actions menu next to each ticket in the list to Edit or Close it.

• To handle multiple tickets at once, select them in bulk and click the options to Close them or Change Category.

Closed Tickets

This tab holds all tickets marked as resolved.

• Review past ticket interactions and details here.

• To reopen a ticket, click on it and use the Reopen option at the bottom. The ticket will move back to the Open Tickets tab.

Want to fine-tune how tickets are categorized or how responses are organized? Check out the Managing Helpdesk Settings article next.