How to manage ticketing features on Proprli's platform

Proprli's platform provides several tools for effectively managing and communicating about tickets. Here’s a step-by-step guide to using the Activity, Chat, Mention, and Notes features.

Step 1: Navigate to the Ticket Dashboard

Go to the Tickets section on the left-hand sidebar under Dashboards. This will display a list of all tickets, including their status, priority, and other key details.

Step 2: Select a Ticket to View Details

Click on a ticket from the list (e.g., "Bathroom Sink" Issue #77419) to open its detailed view. This page provides all the information about the ticket, including location, description, and status.

Step 3: Access and Use the Chat Feature

Go to the Chat tab on the right-hand side. Here, you can communicate directly with the tenant and supplier.

1. To send a message: Type in the chat box and click the send button. The recipient will receive an email notification with the message.
2. Mention a colleague: Type “@” followed by their name (e.g., @Richie) to tag them. This action sends them a direct email notification, ensuring prompt attention to important updates or questions.

Step 4: Add or Edit Notes

Click on the Notes tab to manage internal notes. This is useful for keeping internal communication and documentation.

1. Add a new note: Click on the Add note button, enter the note content, and attach any relevant files or images if needed. This note is visible only to you and your team.
2. Edit an existing note: Click on the Edit button on the right-hand side of "Building notes," make the necessary changes, and then click Save.
   

Step 5: Monitor Ticket Activity

Select the Activity tab to view a chronological log of all actions taken on the ticket. This includes status changes, edits, and communications, giving you a comprehensive overview of the ticket's history. This tab is useful for tracking progress and ensuring accountability by showing who made changes and when.

If you have any questions, please contact our Support team.

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