Ticket Templates Overview
If you leverage the Tickets feature in the Kodaris Operations Portal to help track and organize your to-do items, projects, initiatives, conversations, and more, you may find yourself creating similar types of tickets time and time again. With 30+ customizable fields, creating each ticket from scratch might be time consuming and could result in manual data entry errors.
To help streamline the ticket creation and management process, the Kodaris platform offers Ticket Templates. With this feature, you can create base templates with pre-filled fields and information that you can repurpose for future tickets. Ticket templates can be created ahead of time and once saved, will be available to any user who has access to your ticketing system and the permission to edit tickets.
One way you might use ticket templates is to create a template for every recurring ticket type your team frequently uses. For example, you could create a template per project, team, task, etc.
Establishing templates that your team can repurpose will not only save them time but lessen the possibility of manual errors that result in inaccurate, mistyped, and/or repeated information. Templates can also help you gather cleaner data, enabling you to control and track tickets in a more unified, automated way.
How to Create and Use Ticket Templates
Templates can be accessed, created, and edited via the "Ticket Templates" screen in the Kodaris Operations Portal. It’s set up in an intuitive grid format, and similar to all other grids in the Kodaris system, you can search, filter, and sort the data. To further customize the Ticket Templates screen, you can also add or remove columns from your grid view, rearrange the columns, and save your grid filters for future use.
To start a new template, all you need to do is select the "+" icon at the top right of the screen and give your new template a name. The entire template creation process is simple, offering point-and-click functionality. No coding or development is required.
Once a new template is created, you’ll be able to fill out over 30 fields and customize it to fit your business’s needs. All fields are not mandatory—you can use just a few or as many as you’d like. Some of the dropdown fields are also configurable where you can create and customize the dropdown options so that they complement your company’s operations and processes. For example, the "Department" field can be configured to include any department names you’d like (i.e., Sales, Marketing, Customer Support, AP, AR, etc.)
After you create a ticket template, it will be available to choose from, along with your other templates, when you go to add a new ticket on the "Tickets" screen. If a template is selected when adding a new ticket, the ticket will automatically populate with the template’s pre-filled fields and data.
