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Overview

Managing tickets in Z360 helps you track issues, assign ownership, and keep workflows organized. This guide walks you through viewing, editing, filtering, sorting, searching, and deleting tickets so you can maintain accurate and up-to-date ticket records. Tickets now use an Inbox-style workspace. Use the views sidebar and top toolbar to move between saved views, filters, table columns, grouped lists, and Kanban boards without leaving the Tickets page.

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View and Edit Tickets

  • View Ticket Details
    Open the Tickets section and click View on any ticket to see its complete details, including status, priority, assignee, and related conversations.
  • Edit Ticket Information
    Click Edit to modify ticket details such as title, description, status, priority, type, or assignee.
  • Update Ticket
    After making changes, click Update Ticket to save your edits.

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Delete Tickets

  • Initiate Ticket Deletion
    If a ticket is no longer required, click Delete from the ticket options.
  • Confirm Ticket Deletion
    Confirm the deletion when prompted. Deleting a ticket permanently removes it from the system.

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Choose a Ticket Layout

  • Table
    Use Table when you need dense rows, sortable columns, bulk selection, and column visibility controls.
  • List
    Use List when you want grouped ticket sections. Choose the Group by option, such as status, priority, or type, when available.
  • Kanban
    Use Kanban to visualize tickets as cards grouped by status or stage. This view helps you track progress and manage workflows more effectively.

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Filter Tickets

  • Open Filter Options
    Click Filter to narrow down the ticket list.
  • Use Built-In Views
    Select view shortcuts such as All Tickets from the views sidebar when you need a fast starting point.
  • Filter by Assignee
    Select users to view tickets assigned to specific team members.
  • Filter by Ticket Status
    Filter tickets by status, such as Open, to focus on tickets that require attention.
  • Apply Filters
    Apply selected filters to update the ticket list accordingly.

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Save Ticket Views

After applying filters, save the view when your team will reuse the same ticket slice.
  1. Open Filter.
  2. Choose the filters you need.
  3. Apply the filters.
  4. Use the save view option in the filter panel.
  5. Give the view a clear name.
Saved views appear in the views sidebar for quick access later.

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Sort Tickets

  • Sort Tickets
    Sort tickets by title or other available sorting options to streamline your workflow and prioritize tasks efficiently.

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Search Tickets

  • Access Search Field
    Activate the search bar in the Tickets section.
  • Enter Search Query
    Search using keywords related to the ticket title or details.
  • View Search Results
    Matching tickets are displayed instantly, making it easy to locate specific records.

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Tips

  • Use Kanban for Workflow Tracking: Kanban view is ideal for monitoring ticket progress across stages.
  • Use Table for Bulk Review: Table view is best for scanning many tickets, changing visible columns, and selecting multiple rows.
  • Save Reusable Views: Save filtered ticket views for queues your team checks often.
  • Filter by Assignee: Quickly identify workload distribution across your team.
  • Search to Save Time: Use search to find tickets without scrolling through long lists.
  • Keep Tickets Updated: Regularly update ticket status and priority to reflect real-time progress.
  • Delete with Care: Deleted tickets cannot be restored, so confirm before removing them.