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  1. Navigate to Settings —> Automation —> Scheduled Tickets
  2. Click ‘+Automation Rule’ in the top-right
  3. Enter the details you want on the resulting ticket:
    • Title: this will be the title of the ticket
    • Group: this will be the default assigned group and govern visibility/permissions
    • Description: this will appear as a private comment on the ticket (optional)
    • Actions: these are additional actions such as assigning users, checklists, tags and more (optional)
    • Client Selection: this allows you to select which clients the ticket will be automatically created for
    • Schedule: this sets the cadence of either daily, weekly or monthly
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Tips!
  • Run Time is based on the organization Time Zone Settings → General → Organization→ Business Hours