HelpOperations

Admin: Triage Tickets on the Helpdesk Kanban Board

Updated 2026-06-07

Admin: triage tickets on the Kanban board

  1. Open Admin → Helpdesk (/admin/helpdesk).
  2. Review analytics at the top: open tickets, urgent count, SLA breached, and average resident rating.
  3. Work the Kanban board — columns are Open, Triaged, Assigned, In progress, On hold, and Resolved.
  4. On an Open card, tap Triage to move it to Triaged.
  5. Select staff from the dropdown on the card and tap Assign — the ticket moves to Assigned.
  6. Use Start work (Assigned → In progress) and Mark resolved when the fix is done.
  7. Tap a card to open ticket detail — read description, location, timeline, comments, and photos.
  8. On detail: assign staff, escalate to a vendor, add resident comments or internal notes, and attach photos.
  9. Watch SLA breached pills on overdue tickets — escalate per your society's chain.

Priority is set from the category defaults when the ticket is created. Reference numbers use the format HD-YYYY-NNNN (e.g. HD-2026-0042).

Use the My tasks tab to see tickets assigned to you.

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