Support tickets for your clients
Log, reply to, assign and close client tickets, and link them to projects and tasks.
Open a ticket
Support › Tickets › New ticket:
- Customer (required) and, optionally, one of that customer's projects.
- Ticket type, Title and Details.
- Assign to a team member.
- An optional attachment up to 20 MB.
Clients with portal access and the tickets permission can raise and answer tickets from the portal too.
Statuses
New → Open → Client replied → Closed. When a client answers, the ticket moves to Client replied so your team can spot it.
Work a ticket
- Reply to the client, or tick note to add an internal note they won't see.
- Assign it to someone else.
- Close when solved; Reopen if it comes back.
You can link a ticket to a project task from the task form.
Tip: Use internal notes for handover details so the next person sees the history.
← Customer contacts, groups and the client portal Project files, comments, notes and the password manager →
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