Learn how to navigate and manage the tickets tab in the customer portal.
The Tickets tab in Chekhub’s customer portal provides a centralized view of all tickets associated with your team. This feature allows you to manage, create, and track tickets efficiently, ensuring smooth operations for your team.
Ticket Status Detail
You can view various stats for different ticket statuses, which provides insight to the state of your team’s productivity
- Open Tickets: These are tickets that are awaiting assignment. Monitoring open tickets helps you ensure that tasks are promptly assigned and not overlooked.
- Pending Approval: Tickets that are awaiting approval. Keeping an eye on pending approvals allows you to expedite the approval process, preventing delays in task completion.
- Closed Tickets: This shows the number of tickets closed in the last 30 days, giving you a snapshot of completed tasks and overall team productivity.
By understanding and interpreting these statistics, you can take action to keep tasks moving forward and ensure that no tickets fall through the cracks.
Tickets Table
The Tickets Table allows you to view tickets in various statuses using the search bar and filtering options. You can filter tickets based on status such as Open, Pending, Assigned, In Progress, Completed, and Closed.
You can also sort tickets using different parameters such as Ticket Number, Created Date, Modified Date, Start Date and Due Date.
This flexible sorting functionality helps you focus on the tickets most relevant to your team’s current workload, organized in either ascending or descending order.
Tasks Panel
The Tasks Panel shows you the tickets that require your attention, whether you need to perform or approve tasks. This clear view of your responsibilities helps you prioritize and manage your workload more effectively, ensuring that no critical tasks are missed.
Creating Tickets
In the customer portal, you also have the ability to create new tickets. For more detailed instructions on creating tickets, refer to this article.
By using the Tickets Tab, you can effectively manage and track team tasks, ensuring smooth workflows and prompt completion of assigned duties. The combination of detailed ticket statuses, sorting options, and the tasks panel makes it easier to stay on top of your team's activities.