Creating a Ticket

Andrew Lahikainen Updated by Andrew Lahikainen

Creating a ticket is simple in Tech, and shouldn't be too different to creating a ticket in your PSA.

How?

Just head to the New Ticket menu item and fill out the fields

Required fields

The required fields for ConnectWise are:

  • Summary
  • Company
  • Board

The required fields for Autotask are:

  • Summary
  • Description
  • Company
  • Queue

Attaching files

As part of creating a ticket you can upload files. These will always be public (they will be visible in Portal), and will be attached after the ticket is created.

How did we do?

Ticket Details

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