Overview
Ticket settings in Z360 allow you to customize how tickets are organized and managed across your workflow. This guide walks you through configuring priorities, statuses, and types, helping you streamline ticket handling and ensure issues are routed and resolved efficiently.Access Ticket Settings
Access Ticket SettingsFrom your Z360 dashboard, go to Settings and click Tickets to open the ticket configuration area. Ticket Settings Overview
The ticket settings section includes three main configurations:
- Priorities
- Statuses
- Types
Manage Ticket Priorities
- Add a New Priority
Click Add Priority to create a new ticket priority. - Priority Name
Enter a name that reflects urgency, such as Urgent or High. - Priority Color
Choose a color to visually distinguish this priority in ticket views. - Create Priority
Click Create Priority to save the new priority. - Default Priority
You can: - Set a priority as the default for new tickets
- Edit an existing priority
- Delete a priority if it’s no longer needed
- Edit Priority
Click Edit on an existing priority and save changes using Update Priority.
Manage Ticket Statuses
- Open Status Settings
Click Statuses to manage ticket status options. - Reorder Statuses
You can rearrange ticket statuses by dragging or moving them left or right to match your workflow. - Save Status Order
Click Save Order to apply the new status arrangement. - Add a New Status
Click Add Status to create a new ticket status. - Status Name and Color
Enter a status name and choose a color to represent it visually. - Create Status
Click Create Status to save the new status. - Delete Status
You can remove obsolete or unused statuses. Confirm deletion when prompted.
Manage Ticket Types
- Open Type Settings
Click Types to manage ticket categories. - Add a New Ticket Type
Click Add Type to create a new ticket classification. - Configure Ticket Type
For each type, you can: - Enter a ticket type name
- Select an icon
- Assign default assignees
- Create Ticket Type
Click Create Type to save the ticket type. - Edit Ticket Type
Use Edit to update the name, icon, or default assignees of an existing ticket type.
Tips
- Use Clear Priorities: Keep priority levels simple and meaningful to avoid confusion.
- Align Statuses with Workflow: Arrange statuses in the order tickets naturally progress.
- Leverage Ticket Types: Ticket types help automate assignment and routing.
- Use Colors Wisely: Consistent color usage improves visibility and readability.
- Review Regularly: Periodically review settings to keep them aligned with your team’s workflow.
