Understanding Autotask Ticket Cards

Applies to: Autotask ticket boards

The parts of a ticket card are:

ticket

  1. Ticket ID. You can easily copy the ticket ID to your clipboard by hovering over the number with your cursor, then clicking the copy-icon icon that appears.
  2. Card menu, with these functions:
    1. Send to Top: ranks the ticket at the highest priority in the column
    2. Send to Bottom: ranks the ticket at the lowest priority in the column
    3. Edit Ticket: view and change various properties of the ticket
    4. Checklist: edit the ticket's checklist
    5. Manage Resources: opens a dialog to add or remove resources on the ticket
    6. New Service Call: opens a dialog to create a new service call for resources currently assigned to the ticket
    7. Enter Note: opens a dialog to create a new note on the ticket.
    8. Enter Time: opens a dialog to create a new time entry on the ticket.
    9. Change Priority: opens a dialog to select a new priority for the ticket
    10. Show Notes: opens a dialog to display a card's notes. This includes time entry notes.
    11. Open in Autotask: open the ticket in the Autotask web app. You can also click the ticket title to do this.
  3. Ticket title. Click the title to open the ticket in a new tab in the Autotask web app.
  4. Length of time since the last time entry was created for this ticket. This is shown if the column's "Time entries" option is enabled.
  5. SLA stages. Time remaining before the current SLA stage for this ticket expires. This is shown if the column's "SLA time" option is enabled.
  6. Hours worked and estimated hours. This is shown if the column's "Hours" option is enabled.
  7. Priority indicator. Hover your cursor over the ticket to show the priority name.
  8. Ticket age- length of time since the ticket was created. This is shown if the board's "Ticket age" option is enabled.
  9. Due date of the ticket. This is shown if the board's "Due date" option is enabled.
  10. Length of time since the last note was created for this ticket. This is shown if the column's "Last note" option is enabled.
  11. Length of time since the ticket has changed statuses in TopLeft. This is shown if the column's "Status age" option is enabled.
  12. Assigned resources. When the assignment has a service call, the resources' image has an outline and hovering over the image shows the service call details.

    For example:
    service_call_tooltip

    The outline color is blue for service calls on future dates, green for service calls on the current date, or red if it is in the past:
    service_call_colours
  13. Ticket Queue
  14. Ticket Category
  15. Company name