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Setting up Internal Ticketing
Setting up Internal Ticketing

Review the guide for getting Internal Ticketing set up, installed on Slack, and configuring your ticket boards

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Written by Support
Updated over a week ago


​Instructions

  1. Install Slack Integration. Install the Slack integration to enable your team to submit tickets from multiple streams

    1. Setting up Slack Integration

    2. Setting up Microsoft Teams integration

  2. Add and configure users. Add ticket users and administrators

    1. How do I add new users?

    2. What are the different roles for Internal Ticketing?

  3. Create a ticket board. Create a ticket board to manage each catalog

    1. How do I create a board?

    2. How do I set up and edit my catalog?

  4. Configure board settings. Create custom priorities, labels, and routing rules for each board

    1. How do I customize the priorities and labels for each board?

    2. How do I create rules for assignees?

  5. Start requesting tickets! Send out communication to your team to start using tickets (template - please download or make a copy)

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