Define areas

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Define areas to attribute additional information to your tickets. For example, if you have offices in different locations, you can define area tags for each one, and use them to filter your closed tickets. Learn how to create and apply them below.

How can I define and use areas?

To create new area tags, follow these simple steps:

Step 1. Go to Administration > Settings > Areas. Next, click on the little “+” icon in the upper right corner of the screen, as seen below. You can see how many times an area tag was used based on the number next to the name (“Count“). 

Areas in the Paldesk dashboard

Image 1. Areas general view

Step 2: Once you’ve done that, a new form will open. Enter a name for your new area tag and click “Create“.

Create a new area tag

Image 2. Create a new area tag in Paldesk 

Step 3. Now that you’ve created your new area tag, you will be able to apply it to your tickets. Open the Ticket tab and select one of your tickets (My tickets) or any other ticket (All tickets) assigned to your team. 

Add a new area tag in Paldesk

Image 3. Add a new area tag in Paldesk

Once you’ve added a new area tag to your ticket, it will be visible in the app. Here’s an example of what it can look like:

New area tag added in Paldesk

Image 4. New area tag added in Paldesk

Finally, you can filter your tickets based on a number of different attributes, including areas. When you search tickets based on area tags, it will look something like this: 

Search by area filter

Image 5. Search by area filter

And that’s how area tags work in Paldesk! If you come across any issues, reach out to us via live chat at paldesk.com or email us at support@paldesk.com. We’ll be more than happy to help you set things up!

Define areas was last modified: April 29th, 2020 by student@paldesk.com
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