Manage Ticket Types

Manage ticket type picker values from the Ticket Types settings page, including updating type names, reordering and nesting values, and (un)archiving values.

To access and manage Ticket Type settings:

  1. Open the Tikit web app at https://web.tikit.ai.
  2. Once in the Tikit web app, select the settings gear in the header, then select Ticket Types.
1 Add a new Ticket Type. 1 of 4 2 Drag and drop values to change their order or drop onto another value to nest. 2 of 4 3 Available actions like Edit, Archive, and Un-Archive. 3 of 4 4 Picker value. Select a value to edit. 4 of 4
  1. New Type Add a new ticket type.
  2. Sort Drag and drop values to change their order or drop onto another value to nest.
  3. Actions Available actions like Edit, Archive, or Un-Archive.
  4. Value Select a value to edit.

To add a new ticket type:

  1. In Settings > Ticket Types, select + New Ticket Type to open the Add New Ticket Type form.
  1. Enter a new type Name. Optionally, check Default to make this type the default value for new tickets.
  2. Select Save to add the type.

To edit an existing ticket type:

  1. In Settings > Ticket Types, select a name to open the edit form.
  1. Update the type Name. Optionally, check Default to make this status the default value for new tickets.
  2. Select Update to save your changes.

To archive an existing ticket type:

  1. In Settings > Ticket Types, find the type to archive then select > Archive.
  1. Select Archive to confirm.

The archived type will now show (Archived) next to its name.

To un-archive an archived ticket type:

  1. In Settings > Ticket Types, find the type to un-archive then select > Un-Archive.
  1. Select Un-Archive to confirm.

The un-archived type will no longer show (Archived) next to its name.

Picker values like Ticket Type, Status, Priority, Category can be manually sorted and nested by dragging and dropping values to rearrange them.

To sort a ticket type:

  1. In Settings > Ticket Types, find the value to sort, then click and drag by its handle on the left.
  1. Drag the type to a new position in the list.

Release the type to save its new position and keep dragging and dropping to sort the list.

To nest a ticket type:

  1. In Settings > Ticket Types, find the value to nest underneath another type, then click and drag by its handle on the left.
  1. Drag the type and drop it onto another type to nest it.

Release the type to finish nesting it and save the change. Feel free to drag a nested type onto another parent or any other position in the list to sort.

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