Create a Ticket
Learn how to create a new Ticket on your Chekhub account
- Navigate to the Dashboard:
- Access the Dashboard from the navigation menu on the left side of your screen.
- Initiate Ticket Creation:
- Click the "Create Ticket" button located in the top right corner of the Dashboard.
- Enter Ticket Details:
- There are four main components needed when creating a ticket; they are considered the "Four Pillars".
- When: Due Date
- Select the date by which the ticket is due.
- Where: Location or Asset
- Choose the specific location or asset associated with the ticket.
- What: Checklist
- Select the checklist that needs to be completed for this ticket.
- Who: Teams or Members
- Assign the teams or members responsible for the work.
- Add Additional Conditions:
- Choose to toggle on the following conditions if your ticket requires them:
- Service Dispatch
- Require Check In
- Prevent Early Start
- Enable Asset Validation
- Add a Workflow (Optional):
- If necessary, add a workflow to assign multiple locations or assets, checklists, and teams or members to the ticket.
- Save the Ticket:
- Click the checkmark to save your changes.
You have now successfully created a new ticket for your organization in Chekhub!