Assign a ticket and set its status and priority

Available on ProBetaHow-toOpen in DealJourney

Open Tickets from the sidebar and click the ticket to open it. Its details are on the right-hand side.

Assign it to someone

  1. 1In the details panel, find Assignee.
  2. 2Use the picker (Assign teammate) and choose the team member who should own the ticket.Change the status or priority
  3. 3In the same details panel, use the Status dropdown to move the ticket along (for example to closed when it's resolved).
  4. 4Use the Priority dropdown to flag how urgent it is.

Change them without opening the ticket

Switch to Table view and you get every ticket side by side. Click the Status or Priority cell on any row and pick the new value there — the row updates straight away, exactly as it does on your other lists. The Deadline column shows how long you have left to answer or resolve, and turns red once that time has passed.

To triage several tickets at once, tick the checkboxes next to them in the list and use the bulk actions menu to assign them, or change their status or priority together.

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