New Suggested 4/22/2024 by Lucas Rusch

5

votes

check list for ticket categories

We are looking for ways to make our new user setup process a bit more trackable to help eliminate errors or make things more visible to other techs. 

I've used other ticketing systems like Autotask which had a neat feature that attached a canned checklist to the category it is assigned to. Example, new user ticket is submitted via email > Tech changes the category to "New Hire" > Canned checklist would be added below the ticket description, ideally in a collapsable section.

This would be awesome to have for a lot of different task oriented tickets that have a standard process, new user setups are only the current example we are looking at.
avatar
Alex 2/7/2025 4:34 PM Tech
As a workaround you can create check-lists within the ticket body. When creating a ticket you can click the "check" toolbar item that will insert a checkbox into the ticket body, and later while working on that ticket checking/unchecking those boxes makes it save persistently into the database.

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