The Tickets list views

When you click Try Client Portal A branded web portal through which you and your service providers can collaborate on tickets and projects. Early Access in the legacy portal, the Tickets list view of the new Client Portal opens automatically.

At the top of the list are three cards that total the number of all, all open, and all completed tickets.

NOTE  The cards do not serve a navigational purpose or allow you to toggle between different filters.

Below the cards, open tickets are displayed in either a table or a list view:

  • The table view is the default:
  • You can use the toggle switch to change to the list view:

The information is the same for both views. The following fields appear:

Field Description

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. Title

A one-sentence summary of the issue tracked on the ticket.

Ticket Number

The ticket number assigned to the ticket in the service provider's Autotask instance.

Description

The information entered into the Description field and the answers to the Priority Questions, if they were configured for the request type.

Last Updated

The last date the service provider made a change to the ticket data.

NOTE  Activities such as entering replies or adding attachments are not considered updates.

Status Indicates the current state of an Autotask entity.

The status assigned to the ticket by the service provider.

Request Type

When you create a ticket, you must select a Request Type. Together with your service provider's global ticket settings, request types determine important ticket features:

  • The sections and fields that are displayed on the New Ticket, Edit Ticket, and Ticket Detail pages
  • The default value (if any) for each field
  • The Required property of each field (in addition to the fields that are always required. See the tables below)
  • For fields with a drop-down selector, the available options

Ticket fields cannot be changed or rearranged.

Creating and viewing tickets

On this page, you can do the following: