Searching for tickets
SECURITY All users can see the tickets they submitted, and Taskfire users can see the queues they are a member of. Permission to see all tickets is governed by your security level.
NAVIGATION > Tickets > Ticket Search
The Client Portal A branded web portal through which you and your service providers can collaborate on tickets and projects. Tickets menu contains several selections that open ticket tables:
- My Tickets
- Open Tickets
- Recently Completed Tickets
- My Change Approvals
- 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. Search
These pages differ only in the way they are filtered. On all of them, you can further search and filter the table, display and remove columns, export the table, and open individual tickets.
How to...
On the Advanced Filter page, you can filter a ticket list using multiple columns and operators other than Contains. To use advanced filtering, do the following:
- Click the Advanced Filter icon above the list.
- For each column you wish to filter on, select a filter type (if necessary), an operator, and the values.
- Click Apply Filter. This will return you to the ticket grid, with your new filter applied. Click Cancel to return to the ticket list.
- To modify the filter from the list, click Edit at the top of the grid.
- To clear the filter from the list, click Clear at the top of the grid.
To reposition a column, click on a column header and drag the column to a new location. You can also use the Column Chooser A tool that allows you to select the columns you want to display on a list.:
- Click the Column Chooser icon. A window that displays available and selected columns will open.
To add an available column, select it and click the right arrow. It will be added to the Selected list.
To remove a column, select it and click the left arrow. It will be added to the Available list.
To reorder the columns, highlight a selected column and click the up or down arrow.
- Click Save and Close.
- Click a column header to sort it in ascending order.
- Click again to sort in descending order.
- Place your mouse over the Export A feature that allows you to extract data out of Autotask to be used for import into other applications. icon at the top of the list and select the type of export you'd like (CSV, Excel, or PDF).
NOTE If you plan to print the report, select the PDF format.
- The exported list opens in a new window.