Creating a Ticket

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?