How to Create a Ticket

Creating a ticket allows you to log a request, issue, or task in the helpdesk so it can be tracked and resolved by your team.

Before You Begin

• Make sure you have access to Ticketing & Helpdesk
• Know the correct category or issue type for the ticket
• Have all required details ready (description, attachments, etc.)

Steps

1. Log in to Synclo
   Sign in and open your dashboard.
2. Go to Ticketing & Helpdesk
   Click on the helpdesk module from the sidebar.
3. Click Create Ticket
   Look for a button like Create Ticket or New Ticket.
4. Enter the Ticket Title
   Add a short, clear title describing the issue (e.g., “Login Error on Dashboard”).
5. Select a Category
   Choose the main category related to the issue.
6. Select a Sub-Category (if available)
   Pick a more specific issue type to help with proper routing.
7. Add a Description
   Clearly explain the issue or request.
   Include all relevant details such as steps, errors, or expectations.
8. Set the Priority
   Choose the urgency level (Low, Medium, High, Urgent).
9. Assign the Ticket (Optional)
   Select an agent if you want to assign it manually, or leave it for auto-assignment.
10. Add Attachments (if needed)
    Upload files, screenshots, or documents that help explain the issue.
11. Review the details
    Make sure all information is correct and complete.
12. Click Submit or Create
    Save the ticket.

What Happens Next

• The ticket is created and appears in the system
• It will be assigned automatically or manually based on your setup
• Agents can now track and work on the ticket

Quick Tips

• Use clear titles to make tickets easy to identify
• Add detailed descriptions to avoid back-and-forth
• Always select the correct category for faster routing