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.

To modify your ticket category settings:

  1. Go to your account settings: 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. Click “Save” when you're done renaming.
  4. To delete a category: Click "Edit" to the right of the category you'd like to delete, then click the "Delete" button on the right-hand side of the screen.
  5. To create a new category: Click the "+ Create New Category" button. Enter the new category name into the text box, then click "Save."
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