Tickets help your team stay organised by assigning conversations, messages, or important tasks to the right people. Instead of letting high-priority emails or messages get lost, you can create a ticket and assign it to a teammate to follow up.

Creating a New Ticket

1. From your dashboard, go to Tickets.
2. Click New Ticket.
3. Enter a Ticket Title. Example: “Follow up on client’s refund request”
4. Add a description explaining why the ticket was created, so the assignee knows what to do.

Example: “Client reported an incorrect billing charge. Please review the transaction and confirm the refund.”

5. Choose the priority level (High, Medium, or Low). “High” if it’s time-sensitive, “Low” if it’s just a routine task.
6. Assign the ticket to a team member.
7. Click Create Ticket.

Tracking Ticket Progress

CircleHQ makes it easy to see the status of all your tickets. You can view them in two ways:

→ Board View (Kanban style):

Tickets are grouped into stages: Open, Pending, and Closed.

Example: A “Follow up on client’s refund request” ticket may start in Open, move to Pending while the team works on it, and finally to Closed once it’s resolved.

→ List View

• Displays all tickets in a simple list format, so you can scroll through details at a glance.
• Useful if you want to scan multiple tickets at once quickly.

Closing and Archiving Tickets

• Once the task or message has been handled, mark the ticket as Closed.
• Closed tickets can be moved to your archive, so you always have a record, but your active workspace stays clean.

That’s it! Tickets ensure accountability, clarity, and smooth hand-offs within your team.