Within Teamwork Desk, you can
view and manage ticket properties and
additional ticket options via the
panel on the ticket's right-hand
side.
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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).
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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).
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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.
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Followers
Lists any agents
currently following the ticket and the
option to add additional
followers.
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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