Create customized statuses for tickets
Customize your MSP Manager account by creating unique statuses for your ticket work flow. Keep your tickets organized with custom statuses that reflect your exact business practices. Custom ticket statuses can be grouped into the standard, hard coded statuses (New, Assigned, In Progress, On Hold, Complete, Reviewed, Billed) and selected from within the ticket editor.
Create multiple Reviewed statuses for different departments to double check tickets before billing your customers, or multiple Assigned statuses depending what department or technician is best suited to handle the issue.
Before beginning to create custom statuses for your tickets, make sure users have the correct permissions.
- Navigate to Settings > Users & Permissions > Roles.
- Select to edit the role of the user that requires permissions for creating custom ticket statuses.
- Select the MSP Company Management section to expand it's options.
- Select the Configure Ticket Custom Statuses option, and click Save Role when finished.
Create Custom Ticket Stauses
- Navigate to Settings > Tickets & Workflows > Ticket Statuses.
- Select to edit an existing custom status or select Add new to add an additional custom status.
- Enter a name and description for the new status and click Save.
- Continue to add custom statuses to each category as needed for your business' ticketing practices.
The Status Editor contains a list of all hard coded ticket statuses with automatically generated custom statuses listed underneath that can not be deleted. To change the language or name of an auto generated custom status, click edit and enter the new name for the custom status.
The new custom statuses are now available to add to tickets from within the Status section of the ticket editor.
Use Ticket Filters in the Helpdesk or in a customer's ticketing page to sort and view all tickets by their specific status. You can also run reports for tickets with custom statuses.
Combine custom ticket statuses with ticket queues to stay organized and make sure all issues are assigned to and fixed by the appropriate department or technician.