Overview
A ticket should explain the work clearly enough that another teammate can understand what needs to happen and why. Link the source conversation when customer context matters. The ticket creation modal supports both content and properties. You can start with only the essentials, then add more properties from the detail page later. Go to Tickets, or create a ticket from an open conversation.
The Free plan includes up to 250 tickets. Startup, Business, and Enterprise are unlimited in the current client policy.
Create a ticket
You can create tickets from more than one place.From the tickets page
Go to Tickets and choose New ticket. Add a title, description, and the initial properties needed to route the work. The Tickets page registers a new-ticket command, so you can also use the command menu when you are in the tickets area.From a conversation
Create a ticket from a conversation when the message creates work that needs tracking. This keeps the conversation linked to the ticket. The conversation detail header includes a ticket button. Tickets created from there are prefilled with the current conversation link.From a company or contact
Company and contact pages include related ticket views. Use them when the work is already tied to a specific account or person.Add ticket content
Good ticket content makes the next step obvious.Title
Use a short title that describes the task or customer issue. The title is required. If the title is missing, Sayless cannot create a useful ticket URL or list row.New tickets use an open ticket status by default when one exists in workspace status settings. Go to Settings > Statuses to manage statuses.