How to Create and Use Ticket Templates for Quick Creation of Tickets

Ticket templates are pre-filled ticket forms that can be used to create tickets quickly for frequently requested support needs. Agents can either create new templates or use existing ones.

How to use a ticket template to create a ticket

For using an existing ticket template while creating a ticket, follow the given steps:

1. Open the Create Ticket page.
   
   
2. Click on the Choose a Template dropdown menu.
   
   
3. Select the brand to load the pre-configured ticket templates associated with that brand.
   
   
4. Search by template name or select from the available ticket templates.
   
   
5. Once you’ve selected a template, the form’s predefined fields will be filled automatically based on the template’s details.
   
   
6. After completing the necessary fields or modifying the pre-filled ones in the form, you can submit the ticket.

Creating a new ticket template

1. Open the Create Ticket page.
2. Click on the Choose a Template dropdown menu.
3. To create or manage new templates, select the Manage Template option. You can also refer to this article to learn more about managing ticket templates.
   
   
4. After clicking the Manage Template option, the Ticket Templates page appears. Here, you can create, edit, or delete the ticket templates.
5. To create a new ticket template, click the Add Ticket Template button.
   
   
6. Fill in the template name, brand, and at least one ticket field applicable to the form, and save the ticket template.