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. 1

    Choose New ticket

    Open Tickets and select the customer contact connected to the issue.

  2. 2

    Describe the work

    Use a short subject and enough detail for another teammate to understand the expected outcome.

  3. 3

    Set priority and ownership

    Choose a priority that reflects customer impact, then assign the person responsible for the next action.

  4. 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.

Still need a hand?

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