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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.

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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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Visualize Tickets Using Kanban View

  • Switch to Kanban View
    Use Kanban View 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.
  • 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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Switch Ticket Views

  • Switch to List View
    Use List View to display tickets in a detailed list format for quick scanning and comparison.

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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.
  • 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.