Within Teamwork Desk, you can
view and manage ticket properties and
additional ticket options via the
panel on the ticket's right-hand
side.
Customer
View the associated customer's
name, company, and email address.
- Click the customer's name to view
their profile.
- Click the company name to view the
company profile.
- Click the ellipsis (...)
on the right to access additional
options (ticket history, edit profile,
change customer).
Recent
Tickets
Quick access links to the
associated customer's other recent
tickets. Hover over a ticket number to see
a quick overview of the
ticket's details (subject,
customer, status, assignee, and last
updated date).
Ticket
Options
View and update the ticket's
properties (project, inbox, type,
priority, source).
such as inbox, priority, and
source.
- Project: Associate the ticket
with a Teamwork.com
project. The ticket will be
listed in the project's Tickets
tab.
- Inbox: Hover over the inbox and
click the settings cog to access the
inbox's settings. This option
is available to site admins and
inbox admins.
Followers
Lists any agents
currently following the ticket and the
option to add additional
followers.
Integrations
Depending on your
integration
settings, further sections will be
available in the ticket options
sidebar.
- Quickly add tasks: Create tasks in a Teamwork.com project and link them to the ticket.
- Time tracking: Log time on the ticket and view previously logged time. If your site is connected to an active Teamwork.com site, you can also log time to projects.
- Mailchimp:
Sync a customer with a Mailchimp
audience and view their recent
Mailchimp activity.
- Delighted
- Stripe
- Data
Viewer
Manage panel
options
- Click the reorder icon (
)
in the
panel's bottom right. - Reorder: Click and drag
the left side of a section heading and
drop it to a new position in the
list.
- Show/hide: Toggle on (or off) individual headings you want to show (or hide).📝 Customer and Time Tracking (if enabled at site level) are pinned in the panel and cannot be hidden.
- Click Done to save
your changes.
For more information, see: Using
the My Tickets
Section