Customer operations
Track customer tickets
Turn customer issues into assigned work with a clear status, priority, and owner.
5 min read
Create a ticket
- 1
Choose New ticket
Open Tickets and select the customer contact connected to the issue.
- 2
Describe the work
Use a short subject and enough detail for another teammate to understand the expected outcome.
- 3
Set priority and ownership
Choose a priority that reflects customer impact, then assign the person responsible for the next action.
- 4
Keep status current
Update the ticket as work progresses so the list remains a useful team queue.
Find and triage work
Search the ticket list by its reference or subject. Review status, priority, assignee, and last update before deciding what the team should handle next.
Use Approvals for assistant actions awaiting a decision. Use Tickets for customer issues that require tracked human work.
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