Creating a ticket

SECURITY  All users who are assigned a standard security level

NAVIGATION   > Tickets > New Ticket

To create a new ticket in the Client Portal A branded web portal through which you and your service providers can collaborate on tickets and projects., do the following:

1. Click New 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. on the Tickets card on the Home page, or select New Ticket from the > Tickets menu. The New Ticket - Select Company & Request Type page will open.
   
2. Complete the fields on the New Ticket - Select Organization & Request Type page.
3. Click Continue. The New Ticket page will open.
   
4. Complete the ticket fields. For field definitions and detailed instructions, refer to Ticket Fields.
5. Save the ticket. If you want to add an attachment that will illustrate your issue, click Save & Attach File. File size limit is 10 MB. Refer to Adding attachments to tickets, projects, or Knowledge Base articles.

The ticket is now submitted. You can check the status of your ticket any time through the portal, the dashboard, or the My Tickets, Open Tickets, or Find Tickets search options. Refer to Searching for tickets for more information.