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Creating a ticket
Updated over 3 weeks ago

1. Ticket list

1. Go to the menu bar, navigate to "My Environment" and press "Ticket".

2. This is the list of all tickets in the business environment.

3. Optionally, you can filter so that you see only the tickets, which you want to see.

4. To create a new ticket, press the "New Ticket" button.

2. Create new ticket

You can do the creation of a ticket in different sequences, but it is important that you fill in the information properly so that your colleague or you later know what needs to be done.

5. In this bar you can indicate what category the ticket is related to.

An example could be the following: You want to create a ticket to report damage when mounting solar panels. In this case you choose the category "Project".


6. In these fields you can set the following:

  • Title: Here you have to indicate the title of the ticket, or the subject.

  • Deadline date: Here you can indicate the deadline date, when the ticket has to be solved.

  • Time: Here you can indicate the deadline time.

  • Type: Here you have to indicate the type of the ticket.

  • Status: Here you can indicate the status, in which step the ticket is at this moment.

7. Here you can put extra information, so you can explain better with more detail what needs to be done and what it is about.

8. Press the "+" to assign one or more colleague(s) to the ticket, that person(s) is/are responsible for the execution and will get the ticket in his/her name.

3. Selecting colleagues

9. Here you can search for your colleagues.

10. Select the colleagues you are creating this ticket for. You can select multiple colleagues at the same time and assign them at once.

11. After selecting the appropriate people, press "Update" to assign your colleagues and continue with the ticket.

4. Selecting the ticket type

12. Here you need to indicate the type of the ticket. This way your colleague can immediately see what kind of ticket and therefore what kind of assignment this ticket contains.

5. Ticket status and finalization

13. You also need to select the status of the ticket so that it is clear when action needs to be taken or if the ticket has already been completed.

14. Press "Create" to create the ticket. The ticket will now be sent to the person for whom you created the ticket.

6. Ticket details

After creating the ticket in the previous step, you will see this overview. In this overview it is also possible to edit the ticket.

15. Here you see all your colleagues who are assigned to this ticket.

16. Here you find the information about the ticket and what type of ticket it is.

17. The status of this ticket can be found here and can be updated here.

18. To make changes to the ticket press save.

19. Go to the tab "Comments".

7. Comments

20. Under the "Comments" tab, you can post a comment for colleagues.

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