Tickets board

Open Tickets in the primary nav. The board is the daily cockpit for your team.

Layout

• Columns = workflow statuses (from Settings → Workflow).
• Cards show reference (#12), title, company, priority, labels, assignees.
• Create opens the new-ticket flow (see Create a ticket).

Move a ticket

Drag a card to another status column. The status updates immediately for everyone with access (and can notify assignees / the team depending on notification settings).

Open a ticket

Click a card to open ticket detail (side peek or full page). Details, conversation, and metadata live there — see Ticket detail.

Tips

• Prefer clear titles (“Acme: checkout 500 on apply coupon”) so portal users and agents share context.
• Use labels for cross-cutting themes (e.g. billing, onboarding).
• Keep internal tickets off the customer board until you intentionally set visibility to public or restricted.