Manage and monitor the progress of your team's Tickets. Access the ticket overview, details, status updates, and associated expenses, and ticket stream providing a streamlined view of ongoing tasks, activities, and related objects.
In this guide, you can:
View Tickets list
- Tap on the More tab on the bottom right corner of the screen
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Tap on Tickets
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This will bring up a list of all Tickets in your Accelo deployment. By default, closed and inactive tickets are hidden.
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Filter your Tickets by Date Created, Date Due, Assignee, Priority, and Standing
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Search for a particular Ticket by searching the Ticket Title or ID.
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View Ticket Details
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Tap on a Ticket to view the Ticket Details
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On the Ticket screen you can:
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See the Ticket Overview
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Ticket status = shows the current status of the ticket
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Assignee = shows the assigned staff or user for the ticket
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Priority = shows the selected priority
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Dates = shows the date the ticket was created
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Type = shows the ticket type according to the deployment settings
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Class = shows the selected ticket class according to the deployment settings
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Contact = shows the contact person to the ticket
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View and Edit the summary field
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Tap on the EDIT button to enter or edit the summary
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Once done entering the summary, tap on SAVE to update the summary
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See the Ticket details and custom profile fields
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See the Ticket stream
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All timeline events related to the ticket are shown
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All activities associated with the ticket such as messages, events, sign-offs, call logs, and work logs are shown
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See the Ticket Expenses
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See all submitted, approved and declined expenses against the ticket sorted by the incurred date with the following details:
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Expense title = shows the title of the expense
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Expense type = shows the expense type
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Expense status = shows the current status of the expense
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Sale Price and the markup rate = shows the sale price of the expense, shown only to users with financial visibility
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Owner = shows the user who submitted the expense or whichever was selected as the expense owner
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Date = shows the expense incurred date.
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See the Ticket’s related objects
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Related objects include
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Tasks
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Sales
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Projects
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Favorite a Ticket
- Tap on the Kebab icon to see more actions
- Tap on the favorite button
- See that the object is now favorited.
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Not yet supported:
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Viewing of other Ticket tabs such as:
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Attachments
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Materials
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Billing
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Viewing of other related objects such as
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Retainers
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Assets
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Sign-offs
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Editing the Ticket details
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Creating a Ticket
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Deleting a Ticket