Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Navigating Your Team Project

  1. Queues - View all issues

  2. Knowledge base - Customer facing documentation

  3. Filters - View or create unique, custom filters to help you stay organized

  4. Create - Create a new issue

Creating New Issues

Creating issues requires basic fields to be populated in order to process a request.

  • Issue Type

    • Requests - Customer request for work to be completed.

      • General Support - A request created through the portal (by a customer or a team member)

      • Email Request - A request created as an email that is received by the system.

    • Task - Internal issue between team members, not initiated by a customer.

    • Project - Internal issue between team members to track project work.

  • Raise this request on behalf of: Choose the customer’s name.

    • Note: Customer information is limited to just their email address.

Queues

  • Queues - View by request type, team, or location.

    • Format: Issue Type - Description

      • Type

        • R - Request

        • P - Project

        • T - Task

      • Description

        • My “Issue Type” - all open issues assigned to the current user

        • High Priority - all high priority open issues

        • New Issues - incoming email requests that still need to be sorted/assigned

        • Triage - all open issues that need to be triaged by the group

        • Location - all open issues per location

  • No labels