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Managing tickets and ticket types
Managing tickets and ticket types
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Written by Enrico Fuentes
Updated over a week ago

When creating tickets, you can setup your own statuses and ticket types.

Ticket Status

To create a new ticket status, click on the drop-down menu below Status and select "Manage Ticket Status".

This opens a new window where you can manage ticket statuses by adding or modifying the existing statuses. Click on the "+" button on a specific status section to add the new statuses.

You can also assign a color to each status for better visual tracking. If you want to remove a status, click on the toggle button to hide it from the list.

Ticket Type

To create a new ticket type, click on the drop-down menu below "Type" and select "Manage Ticket Type".

This opens a new window where you can manage ticket types by adding or modifying the existing statuses. Click on the "+" button to add a new ticket type.

You can also assign a color and an icon to each ticket type for better visual tracking. Toggling the ticket type will either be shown or removed from the list.

Ticket Owner and Ticket Requestor

Both of these are similar in feature, but the main difference is that the Ticket Requestor, lists all employees and Mobility users, while the Ticket Owner will list Mobility users and Workia users that can be assigned to manage the tickets.

To add a new Owner, click on "+Add new User" which opens a new user invitation window. Fill in the Email, First Name and Last Name then click on Invite to send an invitation to the user to join in Workia.

To add a new requestor who has not yet been invited or is not a user of Workia, click on "+Add new Requestor" then fill in the Email, First Name and Last Name then click on Save. This creates a new Employee who will automatically be assigned to the Requestor field.

Ticket Tags

To create a new tag for the ticket, click on the drop-down menu below Type and select "Manage Tags".

Click on the "+" button to add the title of the tag and its description (if applicable), then click "Save" once done to save changes to the new tag.

Alternatively, you may type in directly in the Tag field to add a new tag, and type in a comma (",") to add additional tags.

Due Date

You can also set a due date for a ticket to track its deadline by selecting a date in the date picker below the Due Date.

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