Recurring Tickets with Checklists

How it works:

1. Next to the create ticket button, click More and select Create recurring ticket.

   

2. Use the pop-up form to create and schedule the perfect ticket.
3. Name the task, list the location for it, and add notes to describe what it is.

   

4. To make it recur, add a schedule by clicking the calendar icon in the Schedule section. Alternatively, you can create them without a schedule to use on demand only (i.e. click to create when you need one).
   1. Choose to repeat every X days/weeks/months/years.
   2. Within that, you will be able to choose the day of the week / month / year to repeat on.
   3. Select the time for it to be created on each occurrence.

   

5. Create checklist items that you would like to be completed on this ticket.
   1. Add as many as you'd like by typing a task and clicking the green check mark.
   2. Adjust the order using the up/down arrows, and delete tasks with the red X.

   

6. You can even pre-tag departments and/or staff to receive alerts every time this ticket gets created.

   

7. Click "Save" when done.

Attaching Files & Tagging Categories for Recurring Tickets

You can attach files and tag categories when setting up your recurring ticket schedules. This ensures that every recurring ticket is complete with the necessary documents and properly categorized for better organization.

How to Attach Files & Tag Categories to Recurring Tickets

1. Edit Your Recurring Ticket Schedule

To include files or categorize recurring tickets:

• Navigate to your Recurring Ticket settings by clicking the MORE button.
• Select Scheduled Tickets from the dropdown.
• Navigate to the Recurring Tickets tab.
• Open the specific recurring ticket you want to update.

2. Attach Files

• Look for the Choose a File option.
• Upload any forms or files relevant to the recurring ticket.
• This ensures that each instance of the ticket includes the required files, eliminating the need to attach them manually each time.

3. Tag Categories

• Find the Tags section.
• Assign relevant categories to help organize and filter tickets more efficiently.

Working through Tickets with Checklists

Tickets with checklists will appear in the ticket list with everything else once created.
→ You can always identify them via the recurring icon.
→ We will alert you whenever one is created.

The overview and notes sections are exactly the same as always. But you'll see a new tab for Checklist. Here you will see all of your checklist items for this ticket. You can add items to this ticket (without affecting the core template) using the "Add a task:" option at the bottom of the container.

Simply click the green check mark on items as you complete them. The styling of that item will change to indicate it has been completed, and the checklist tab header will update with the latest count of task completion.

We automatically track the name, time, and date of who completes each task.

Reorder Checklist Items

1. Open a ticket (recurring or regular) with a checklist.
2. On the left side of the checklist, drag and drop items to rearrange them in the perfect order.

→ Click on resolved and then the completed ticket. In the ticket overview, you can see who opened and closed the ticket.

When you're done, close it off just like any other ticket!
→ They will automatically build into your room analysis as well.

Manage and create Tickets with Checklists on-demand

To manage these, at the bottom of the ticket list click on this icon and navigate to the Recurring Tickets tab.

You will see an overview of all your recurring tickets: name, number of checklist items, and schedule.

Click on "Create Now" to create one right now. Use the arrows to see more details on this ticket.

Click the orange "Edit" button to edit all fields on this ticket at any time. Much easier than needing to delete and start from scratch just to make changes.

If you have any questions or need further assistance, please feel free to reach out to our support team at support@heyfetch.com.