How to Manage or Categorize Tickets in Bulk

 

You can categorize multiple tickets based on their severity, stage, and nature with the help of predefined sections right within your inbox, allowing you and your agents to handle more important tickets first. You can also move multiple tickets between inboxes so that the right agent can get working on them instantly. Tickets can be categorized according to ‘Priority,’ ‘Labels,’ ‘Status,’ and ‘Inboxes.’

 

Benefits of managing tickets in bulk:

  • Manage multiple tickets quickly
  • Move tickets between inboxes instantly
  • Enable your agents in prioritizing important tickets
  • Reduce ticket resolution time
  • Deliver delightful support to your customers

 

In this article, you’ll learn:

  1. How to assign or change ticket priority
  2. How to add or remove labels from tickets
  3. How to change the status of tickets
  4. How to move tickets to another inbox

 

To assign priority, labels, status, and inbox to tickets:

 

Your Help Desk inbox displays all the categories at the top. These categories become active when you select one or more tickets, as highlighted in the screenshot below. You can then assign different categories to the selected tickets.

 

Help Desk system inbox display

 

1. How to assign or change the ticket priority

 

Tickets can be of low, normal, or high priority, depending on how critical a ticket is. ‘Normal’ is the default priority. To assign or change the priority of a ticket, select your desired priority from the ‘Priority’ dropdown menu.

 

Note: A ‘High’ priority ticket is indicated by a red flag, as highlighted in the screenshot below.

 

Ticket priority

 

2. How to add or remove labels from tickets

 

Note: Labels are like tags that you can use to differentiate tickets. You can have labels depending on the nature of the issue, what it’s about, and so on. For example, you can create labels such as ‘Billing’ and ‘Bug’ and assign them to a ticket about an error message related to billing. The labels appear along with the ticket preview, as shown in the screenshot below, for instant identification of the ticket’s nature without the need to open it.

 

Ticket labels

 

Select the tickets you want to apply the labels to and then select the required label(s) from the ‘Labels’ dropdown menu, and click ‘Apply.’

 

Apply ticket labels

 

Click ‘Create New,’ in case you would like to create a new label.

 

Create ticket label

 

Give a name to the label in the following popup and submit.

 

Name ticket label

 

To edit or delete labels, click ‘Manage.’

 

Manage ticket label

 

Access more label options to edit or delete the label you want. You can also create a new label by clicking ‘+New Label.’

 

Edit or delete ticket label

 

3. How to change the status of tickets

 

Status indicates the stage of a ticket from open to close. A ticket can have one of the following statuses: New, Open, Closed, Pending, Hold, Sent, and Overdue. However, you can only ‘Close’ the tickets from the ‘Status’ dropdown.

 

Note: The ‘Status’ dropdown is unavailable in case you have ‘Custom Fields’ enabled.

 

Ticket status

 

4. How to move tickets to another inbox

 

Simply click the ‘Inboxes’ dropdown menu and select the inbox where you want to move the selected tickets. It’s done!

 

Move tickets between inboxes

 

 

 

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