To get started with Suptask you need to create a new From in your Inbox that will be used to submit tickets in your Slack workspace.
Ticket Forms can help you categorize the tickets submitted to your Inbox. Forms are available in both statistics as well as filters to help you track and overview your tickets.
Custom fields can be used to retrieve further information on your Forms. You can set up several different types of Custom fields.
How to create custom fields
How to create custom fields
The different types of Forms
Tickets can be created differently by using the different types of Forms.
This provides great flexibility as you can ingest tickets to your inboxes using the method and source of your choice.
- Slack Channels Ticket Submission: Users who are part of a specified channel can access this form. The submitted ticket is shared and visible in the channel, where users can work together on it.
- Auto Creation of Tickets in Slack Channels: Automatically create tickets for every new message in a specified channel. Only one form per channel is allowed for auto creation of tickets.
- Private Ticket Submission: All users can access this form, and the submitted information is only available to the user and the responding Agents. Use it to receive sensitive or personal information from users.
- Email Ticketing into Slack: Users create and reply on tickets by sending an email to an address of your choice. Agents can manage the tickets in Slack, where replies in Slack are automatically sent via email back to the users.
How to create a new Form
- Navigate to Inboxes and select your inbox
- Create a new form by selecting New form.
- Select what type of Form to create.
- For the Slack Channel Submission forms, select the Slack channels to enable submission in.
- Proceed to select the fields on the forms.
- You can add new Custom fields to your form, or select from any existing custom fields in your account.
- Proceed to Preview how the Form will be displayed in Slack, and apply the order of the fields in the Form.
- Done!
You can read a further explanation of Ticket Forms and Fields with examples: What are ticket Forms and Fields?
