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 Details, Chat, Notes, and Activity features.
Step 1: Navigate to the Tickets dashboard. This section displays a list of all tickets, including their status, priority, and other key details.
Step 2: Click on a ticket from the list to open its detailed view. This page provides all the information about the ticket, including location, description, and status.
Step 3: To access and use the chat feature, go to the "Chat" tab on the right-hand side. Here, you can communicate directly with the interested parties. When a new message is sent, the recipient will receive an email notification. You also have the option to mention a colleague by typing “@” followed by their name (e.g. @Richie).
Step 4: You can add or edit notes by clicking on the "Notes" tab. This feature is useful for keeping internal communication and documentation up to date. To add a new note, click on "Add note" or "New," enter the information, and attach any relevant files or images. To edit an existing note, click on the edit button below the note, and don't forget to save your changes. You can also delete the note by clicking on "Delete."
The notes will be available for you and your internal team only.
Step 5: To view a chronological log of all actions taken on the ticket, access the tab "Activity." 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.
Related Articles
Starting your Proprli journey
When you first access Proprli, follow the steps below to start using the platform. Step 1: Enter your first and last name, and create a password; once you do that, you can click on Agree and Join. Step 2: Select your preferred language. Step 3: At ...Manage your notifications
We understand that receiving too many notifications can become overwhelming. At Proprli, you have full control over your notification preferences, so you can customise what you receive and when. How to change your notification preferences Step 1: ...Ticketing overview
Ticketing is a feature to facilitate the reporting of issues within your assets. The tool improves communication between the interested parties. Option 1: Accessing Tickets To access your company’s tickets, hover over the Dashboards option on the ...Manage internal team members
Within access management, you have the option to manage internal users that are a part of your environment in Proprli. Follow the steps below to learn more about this feature. Step 1: Click the icon with your initials at the bottom left-hand corner ...Manage external users
You can manage external users that are a part of your environment in Proprli using access management. Learn more about this feature below. Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Access ...