To create a new ticket, click on the icon
.
(This icon is displayed at the top centre of your screen if Tasks, My Tasks or Kanban has been chosen in the left menu.) After selecting the new ticket icon a form to create a new ticket is opened and you can fill in all necessary information.
What To Fill in a Ticket
What to fill in a ticket – how much information – depends on users, the way they use EDA or the specific situation. A ticket can be created using only basic information as well as with very detailed data such as the priority of the ticket and the maximum time that can be spent on the task.
Choose Project
Each ticket is part of a project. (A unique ticket code is created from the project abbreviation and ordinal number.) If you create a new ticket when you are in a project, then this field will be filled in automatically according to the project. If you create a new ticket when All projects is selected then it is necessary to fill in this field – i.e. to select the project that logically fits.
TIP: Open the particular project first and then create a new ticket. The Project field is filled in automatically.
Subject
The subject is a brief name for the ticket, similar to emails.
Start Writing… (Description)
Write the description of the ticket – what should be done.
Assign to User / Group
Assign the ticket to the user or the group that is supposed to do the task. You can also select more users / groups at once. This option is available by selecting the More icon bellow the list of users/groups.
Once you activate the More button, you can tick and assign the ticket to any number of users / groups.
Type
Choose the type of ticket. How many options you have depends on the specific project settings. While in one project only one type of ticket may be available (thus there is nothing to choose), another project may offer many types.
Assign to Customer
You can assign a customer to a ticket (if Customers are set up). Thanks to this field you can monitor how many tickets were opened for the customer and how much time was spent on them.
Status
Status means the status / phase of the ticket. When you create a ticket, you typically leave the default “To-Do”. Once the assigned users begin to work on the task, the ticket status should be changed to “In Progress”. When the task is finished, the status should be changed to “Done”.
Priority
Ticket priority is the degree of urgency with which the ticket is to be dealt.
Max time (h) / (min)
Maximum time to spend on the ticket. It can be entered in hours and / or minutes and can only be done if the user is authorized to do so.
Start
If you want to start working on the ticket sometime in the future, you can plan the start date using this field. You can enter the date and time either by typing the format 1.1.2020 12:00 or by clicking on the time icon next to this field, which will open a calendar to select the date and time.
TIP: If the Start date and time is filled in, an e-mail will be sent out (an hour before the start time) reminding users to get started soon.
Deadline
If you want a ticket to be finished by a certain date, set the Deadline date and time. It is done the same way as the Start date.
Notify Inactivity
Set up if you want EDA to send notifications when there is no activity (editing or adding comments) in the ticket for a certain period of time.
Add Attachment
Click on the “Add attachment” button to upload any file to the ticket. You can also name / describe the attachment.
Checklist
It is possible to create a checklist within the ticket and tick its points progressively. This provides a better overview of activities that have / have not been done yet. Add a new point via the button . The order of the points can be changed easily by dragging. The checklist can look like this:
Save Ticket
There are two save buttons at the end of each ticket
Save
By clicking on the Save button the ticket is saved / created and appears immediately in the Tasks of the project.
Save as Draft
If you have prepared a ticket, but for some reason you do not want to save it / show it to the others, you can save the ticket as a draft. The draft will be stored in Drafts (left menu) until you save it or delete it.
Newly Created Ticket
A newly created ticket might look like this:
When you create a new ticket, you can do two more things: add users to follow the ticket as well as add related tickets. See more information about that in the section Edit a Ticket.
TIP: When you click on a project name in the ticket header, EDA redirects you to that project Tasks (the list of all open tickets).