Scheduled Tickets

Written By Mikel from Gorelo

Last updated About 1 month ago

You can schedule tickets to automatically be created on a daily, weekly or monthly cadence.

Create scheduled ticket

  1. Navigate to Settings β€”> Automation β€”> Scheduled Tickets

  2. Click β€˜+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

Tips!

  • Run Time is based on the organization Time Zone

    Settings β†’ General β†’ Organization β†’ Business Hours