We'll focus on the various methods of accessing and managing tickets within the platform.
Accessing Tickets
To access tickets, navigate to a specific project from the My Projects feed and then proceed to the Dashboard tab.
Ticket Performance Overview
The Dashboard tab features the Ticket Performance Overview, a section displaying the count of tickets categorized by their status, such as flagged, rejected, voided, pending, modified, and delivered. Visual indicators highlight new tickets and the last checked date, providing a quick status update at a glance.
Navigating to Ticket Flex Grid
Clicking on a ticket status in the Ticket Performance Overview directs you to the Ticket Flex Grid view. This flexible interface allows for detailed ticket management and analysis.
Flex Grid Features
- Customizable View: Initially filtered by the status selected on the Dashboard, the view can be further customized by selecting a specific date range, such as This Week, Last Week, Current Month, Last Month, All Time, or a custom range.
- Time Range Selection: Tickets can be viewed by Time Range, including Day, Night, or custom start and end times.
- Column Customization: Columns in the Flex Grid can be edited, dragged, and dropped between Visible and Hidden sections to tailor the view to your needs.
- Grouping Tickets: For better organization, tickets can be grouped by columns like Date and Supplier, offering a structured view of the data.
Accessing the Flex Grid from the Dashboard
Several pathways lead to the Ticket Flex Grid from the Dashboard on the Project Details page:
- Ticket Performance Overview: Clicking on a ticket status here directs to the Flex Grid with the relevant filter applied.
- Manage Tickets: This section offers quick selection of date ranges to find tickets or an option to see all tickets for the project.
- Ticket Types: At the bottom of the Dashboard, this allows for fast viewing of tickets associated with specific material types.
Additional Resources:
- We've also included a video detailing the steps above: