HaloPSA | Ticket Views + Lists Overview

Summary

Discover how to effectively utilise ticket views and lists in HaloPSA to streamline your service desk operations.

Highlights

• 🚀 Reinvent your use of HaloPSA for ticket management.

• 🎯 Understand the importance of ticket views and filters.

• 🔍 Learn how to navigate and filter your tickets effectively.

• ⚙️ Discover tips for customising ticket views and lists.

• 📊 Explore the difference between views and filters.

• 🛠️ Create personalised lists for better ticket management.

• 📈 Enhance team productivity with organised ticketing.

Key Insights

• 🔄 Reinventing Ticket Management: Transitioning from default ticket views to customised lists can significantly enhance ticket visibility and management efficiency. This allows teams to prioritise tasks better.

• 📋 Utilising Filters: Filters help in narrowing down ticket displays based on specific criteria like ticket type or status, allowing teams to focus on what matters most.

• 🧩 Understanding Views: Views categorise tickets based on team, agent, or status, making it easier to navigate through numerous tickets and understand workload distribution.

• ✨ Creating Personalised Lists: By creating tailored lists, teams can segment their tickets based on urgency, type, or responsibility, leading to a more organised workflow.

• 📅 Page Size Customisation: Adjusting the number of tickets displayed per page enhances user experience and aids in managing larger volumes of tickets effectively.

• 🤝 Collaboration and Visibility: Custom views can be restricted to specific users or groups, fostering better collaboration while maintaining privacy and focus on relevant tickets.

• 🏁 Structured Approach: Establishing a systematic method for handling tickets reduces overwhelm, allowing team members to work through tasks in a structured and efficient manner.