How do I create a new Ticket template?

  • Go to Settings, by clicking on your profil picture in the lower left corner, and click Ticket templates.

    ticket templates in settings.png

    Click + Create new to add a new template.

    create new.png

    In this view, you have several options when creating your new ticket template.

    tickets template.png

    • Name
      Give your template a name.

    • Message
      What content should your template have? In this field, you type your text and you have, just like when you answer a ticket, various of formatting options to use.

    • Actions
      Here you can add different actions. Should this template always go to a specific e-mail address (Requester) or have a certain subject (Ticket subject)? Then you should use Actions.

      This is how you use Actions:
      1. Open up the menu by clicking Add action and choose the actions that you want to use.
      2. Do settings for each action. See the example below, where three actions are chosen:

      Agents (A) - me, Erik and Joanna will be assigned to the ticket when using this template
      Labels (B) - the ticket will have two labels, 'Analytics' and 'Tickets', when using this template
      Status (C) - the ticket will be given the status New when this template is used

    actions in ticket template.png

    tickets temaplstes actions.png

    Sharing options
    If you have the admin permission to create global templates that you can share with your colleagues, you can open this menu to share the template with others. Choose if you want to share the template with everyone or a certain group.

    sharing tickets templats.png

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