Creating a Ticket from the Tech Portal

Techs do not just answer created tickets from the tech portal, they can also initiate contact by creating a ticket. To create a ticket from the DeskDirector Tech Portal, simply select Tickets from left side menu, then click on the New button at the top of the ticket list.

After clicking on the New button, you should be redirected to a new page where there are multiple forms that you will fill-up. It should look like this:

Required fields

The required fields for ConnectWise are:

  • Summary
  • Description
  • Company
  • Board
  • Status

The required fields for Autotask are:

  • Summary
  • Description
  • Account
  • Queue

Once you've filled all the needed information for the ticket

How did we do?

Tech Portal Ticket Details

Request more information (forms request) with Task Forms