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HaloPSA | Ticket Views + Lists Overview

HaloPSA | Ticket Views + Lists Overview

Summary

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

Highlights

  • ๐Ÿš€ Reinvent your use of HaloPSA for ticket management.

  • ๐ŸŽฏ Understand the importance of ticket views and filters.

  • ๐Ÿ” Learn how to navigate and filter your tickets effectively.

  • โš™๏ธ Discover tips for customising ticket views and lists.

  • ๐Ÿ“Š Explore the difference between views and filters.

  • ๐Ÿ› ๏ธ Create personalised lists for better ticket management.

  • ๐Ÿ“ˆ Enhance team productivity with organised ticketing.

Key Insights

  • ๐Ÿ”„ 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.

  • ๐Ÿ“‹ 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.

  • ๐Ÿงฉ Understanding Views: Views categorise tickets based on team, agent, or status, making it easier to navigate through numerous tickets and understand workload distribution.

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

  • ๐Ÿ“… Page Size Customisation: Adjusting the number of tickets displayed per page enhances user experience and aids in managing larger volumes of tickets effectively.

  • ๐Ÿค Collaboration and Visibility: Custom views can be restricted to specific users or groups, fostering better collaboration while maintaining privacy and focus on relevant tickets.

  • ๐Ÿ Structured Approach: Establishing a systematic method for handling tickets reduces overwhelm, allowing team members to work through tasks in a structured and efficient manner.

Founder & Consultant.
author Connor Fagan Founder & Consultant

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Set Up a Triage/Claim Action Work-flow in HaloPSA Learn how to create a triage or claim ticket step in HaloPSA, improving ticket categorisation and work-flow efficiency. View
We have the pleasure of working with Renada, a HaloPSA consultant company, and I must say, the experience is nothing short of outstanding.
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