Add, Modify, or Delete New Ticket Categories

Whenever you create a new ticket, you can assign a category to help organize your inbox. The default categories are “Complaint” and “Request,” but you can edit those—or add your own custom categories. For example, you might want to create a “Billable” category to track billable work orders. Editing ticket categories will happen on the same page.

1. Go to your account settings: From your account, click on your name in the upper right-hand corner, then click on “Account Settings” in the drop-down menu.
2. Open ticket categories: Click on “Ticket Categories” in the left-hand sidebar.

   

3. To rename your existing categories: Click “Edit” to the right of the category you’d like to rename. A box will pop up where you can enter the new category name. Click “Update” to save.
4. To create a new category: Enter the new category name into the text box. Click “Create category” to save.

How to delete a ticket category?

Ticket categories are part of your audit trail and users cannot delete them from the website directly. If you wish to delete a category, please contact our support to assist. Please note that all tickets within that deleted category will no longer be categorized.