Tickets

The Ticketing Settings section allows you to configure how tickets are structured, managed, and integrated across your workspace.

This ensures consistency in data, improves workflow efficiency, and enables scalable ticket operations across teams.

a. Manage Template

The Manage Template section allows you to define how tickets are structured by creating reusable ticket templates.

Each template determines what information needs to be captured and how tickets are categorized.

This helps standardize ticket creation and ensures every ticket contains the required data.

Create Ticket

• Go to Settings → Ticketing → Ticket Templates
• Select a Board
• Click Create Template
• Enter Template Title
• (Optional) Choose a Quick Start Template (e.g., Order or Issue)
• Add fields based on your needs:
  • Text
  • Number
  • Date
  • List Option
  • Price
  • Product
• Set Default Priority & Status
• Click Create

This allows you to tailor ticket structures based on different workflows and use cases.

Edit Ticket

The Edit Template feature allows you to update existing templates as your workflow evolves.

You can modify:

• Template title
• Field structure
• Default priority and status

Changes will apply to new tickets created using the template.

b. Integration

The Integration feature allows you to connect ticket activities with external systems and automate actions.

Available integrations include:

• Webhook → Send data when tickets are created, updated, or deleted
• Label Automation → Automatically assign labels based on ticket activity
• Third-party Integration → Trigger external processes such as transaction creation

This helps reduce manual work and ensures better system synchronization.

c. Export Ticket

The Export Ticket feature allows you to extract ticket data for reporting and analysis.

To export tickets:

• Go to Settings → Ticketing → Export Tickets
• Select a Board
• Customize columns (optional)
• Apply filters (optional)
• Click Export to Excel

This enables you to analyze performance, track trends, and share data across teams.