My Ticket Dashboard

By the end of this section, you’ll be familiar with the Ticket dashboard layout—how to navigate key elements like filters, search, report options, and ticket views—so you can confidently explore and manage tickets before diving into the creation process.

1. After logging into your Taqtics account, you’ll arrive at the main landing page, which showcases various features including "Tickets".

2. From the left panel, click on "Tickets".

3. The Tickets dashboard will open. This consists of the following components:

• Assigned to Me / Created by Me: Toggle between tickets assigned to you and those created by you.

• Ticket Status Filters: Choose from Total, Open, In Progress, On Hold, Completed, Closed, Rejected, Overdue, Due Today, On Time.

• Search Table: A search bar where you can directly enter a ticket number to find a ticket.

• Reset: Located beside the search bar. Clears all filters and returns to the default ticket view.

• Date Filter: Two calendar selectors – "From Date" and "To Date" – with an "Apply" button to filter tickets based on date.

• Clicking on "Report Settings" opens a box with a list of fields.

• Fields with checkboxes already selected represent the current columns shown in the ticket table.

• You can add or remove fields by checking/unchecking boxes. This changes the columns shown in the table below.

• CSV Button: Downloads the currently visible tickets in CSV format.

• Down Arrow beside CSV: A checkbox option labelled "With all fields" appears. If checked, clicking CSV will download the ticket list with all fields, even those not currently visible in the table.

• The "Add Ticket" button is used to create new tickets (either Auto or Custom).

• This is a tabular format where each ticket is listed as a row with multiple field columns.

• Column Sorting: Clicking the arrow beside any column name sorts the table in ascending or descending order based on that field.

• Column Filter Options:
• Clicking the three vertical dots beside a column name gives:
• Search: Lets you search specific values in that column.
• Multiselect: Lets you select multiple values to view only matching rows.