Adding a Ticket Checklist

Watch: open a ticket, name and save a checklist, then add, assign, and complete its items.

Use a checklist to track the tasks needed to resolve a ticket.

To begin, open the menu, then Remediation and Tickets.

Open the ticket to add a checklist.

Now, click the Add Checklist button to include a checklist.

Start by choosing a name for your checklist, then click Save.

Next, add checklist items by clicking the Add button.

Assign a name to each checklist item.

You also have the option to assign each checklist item to a specific user.

Search by username or email address.

Click on a specific user.

The checkmark assists in marking your tasks or items as done.

This guide walks you through the key steps to effortlessly add a checklist to your ticket.