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SupportSUP-01Create and Manage TicketsSUP-02Configure Ticket Types, Groups and AgentsSUP-03Set Up Round-Robin Ticket AssignmentSUP-04Use Canned Replies and Internal NotesSUP-05Turn a Mailbox into TicketsSUP-06Build a Knowledge Base
BudgetsBUD-01Create a Project BudgetBUD-02Submit, Approve and Revise a BudgetBUD-03Read Budget vs Actual and EVM AnalyticsBUD-04Use Budget Reports and Threshold Alerts
HelpdeskSupport and Project BudgetingSupport & Tickets
Part 6 · Support and Project Budgeting6 articles

Support & Tickets

Help desk operation end to end: tickets, ticket types and agents, round-robin assignment, canned replies, email ticketing and the knowledge base.

Articles in Support & Tickets

SUP-01Create and Manage TicketsAll editions. Core feature - no add-on required. Turning mailboxes into tickets automatically requires the separate Email Ticketing add-on module.Service / PSAAdministratorUser7 minSUP-02Configure Ticket Types, Groups and AgentsAll editions. Core feature - no add-on required.Service / PSAAdministrator5 minSUP-03Set Up Round-Robin Ticket AssignmentAll editions. Core feature - no add-on required.Service / PSAAdministrator5 minSUP-04Use Canned Replies and Internal NotesAll editions. Core feature - no add-on required.Service / PSAAdministratorUser5 minSUP-05Turn a Mailbox into TicketsAll editions. Requires the Email Ticketing add-on module to be enabled for your account by an Administrator.Service / PSAAdministrator5 minSUP-06Build a Knowledge BaseAll editions. Core feature - no add-on required.Service / PSAAdministratorUser6 min
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