Enabling and configuring Quick Ticket settings

SECURITY  Client Portal Manager, Taskfire Administrator

NAVIGATION   > Settings > Quick Ticket Settings

Enabling the Quick Ticket The Autotask entity that tracks service requests, incidents or problems that were added to Autotask by your customers, internal employees, or remote monitoring software. setting will allow users to create and submit tickets with only a ticket title and a description. The remaining required fields are populated from the Quick Ticket default settings.

To enable and configure Quick Ticket, do the following:

  1. Go to > Quick Ticket:

  1. Select the Enable Quick Ticket check box (this will reveal additional fields).
Field Description
Default Request Type All quick tickets will be assigned the default request type you select here.
Attempt to obtain Request Type from Ticket Title If the Ticket Title field contains an exact match to a Request Type Name, the ticket that is created will be associated with that request type. Otherwise, the ticket will be associated with the default request type.
Priority By default, all quick tickets will be assigned the default priority you select here.
  1. Click Save and Close.

Your users will be able to create quick tickets from the Home page dashboard and the Tickets menu.

IMPORTANT  If you select a request type for your quick tickets that requires users to select a device Your Client Portal instance may be configured to use one fo the following terms instead: Asset, Configuration Item, Installed Asset, Installed Product., they will be unable to do so when creating a quick ticket. When the ticket is edited later, you must first select a device to able to save it again.