Tag and find tickets quickly

Sometimes you need to tag and find specific tickets quickly. Maybe you want to review all the tickets in a certain product area, tag some as high priority or review a new agents work.

You can use custom fields and saved ticket searches to do just that!

Create the custom field you want to use to tag tickets

Go to Settings (Admin Header) -> Click on "General" in the drop down menu -> Click "Ticket fields, queues and rules" -> Click "Ticket Fields -> Click "Add a new custom field..." -> Create your custom field.

Create a custom search for tickets with that field

Okay, you've created the custom field, you've "tagged" the related tickets. Now, how do you get a list of just those tickets?

1. Start by doing a ticket search (check out this article for all the different ways you can search ). For this example, I used status:open "Product Area":"Widget"

This brings up any open tickets tagged with the custom field Product Area:Widget.

2. Click on the gear icon by the search bar and choose "Save search as..." and choose a name (you will need to be on the Standard, Enhanced or Pro Plan to use the saved search feature). For this example, I chose the original and insightful name—"Widget Tickets"

3. Your search is now saved, and you can easily access those tickets with a simple click.

Each saved search is unique to you as an admin. So you might use 6 saved searches while another admin has 10 they use.

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