Skip to main content- Accessing And Editing A TicketIn this tutorial we’ll show you how you can access and edit the information associated with a ticket that’s already been created in your Beam workspace.
- Access Default Ticket FieldsIn this tutorial, we'll show you how and where you can view the default ticket fields in your Beam workspace.
- Accessing Board View By Ticket TypeIn the Beam ticketing module, you can view tickets either in a list view or in a kanban board view. The board view makes project management easier and gives you a birds eye view of how open tickets are progressing through your service management workflow. In this tutorial we'll show you how to access the board view in tickets.
- Customizing the Ticket PageNot every service organization is setup the same way, so it doesn’t make sense to have every ticketing page look the same either. In this tutorial, we’ll show you how you can customize the look and feel of your tickets page to fit the needs of your processes.
- Searching & Filtering In TicketsAs you use Beam to manage your service workflows, you will accumulate tickets in your tickets module. To make it easier to navigate workspaces with high ticket volume, we have added Search and Filters to quickly zoom into specific tickets or ticket groups when you need them. In this tutorial, we'll show you how you can use Search and Filter.
- Creating A Ticket Via An External FormWhen external stakeholders use your equipment, they need a way to submit tickets when issues arise. Giving them access to your Beam workspace is not feasible as it unnecessarily complicates the process for the external stakeholder and it exposes your proprietary data. This is why Beam's ticketing module allows users to submit issues via external ticket submission form. In this tutorial, we'll show you how to access this form and give you an overview of what happens when a user submits a ticket through it.
- Creating A Ticket Through EmailBeam's ticketing module gives you the option of creating tickets through several channels. One of these channels is email. Users can send an email about their issue to a workspace-specific email id. The details from that email will be converted into a ticket and the relevant workspace members will be notified. In this tutorial, we'll show you how to create a ticket via email.
- Setting A Default Ticket Type For Email TicketsWhen users create tickets by email, they don't have a way to define the ticket type within the email. This is why Beam let you configure which ticket type will be automatically applied to any new email tickets. In this tutorial, we will show you how to set a ticket type as the default for email tickets.
- Setting A Primary Asset for a TicketSetting a primary asset for your ticket, makes it easy for your teammates to know which asset to focus on when troubleshooting a ticket. In this tutorial we'll show you how you can set a primary asset for a ticket.
- Navigating In TicketsBeam's ticketing module is your home base for service management in the Beam platform. In this tutorial, we’ll give you a basic overview of how you can access and navigate the tickets page to get you started with service management in Beam.
- Creating Tickets From The Tickets PageIn Beam, you have access to several ways of creating tickets. In this tutorial, we'll show you the most straightforward option: creating a ticket from the tickets page of the platform.
- Managing Ticket TypesTickets in Beam are organized into Types. Each ticket type has its own page and can have its own statuses and fields. In this tutorial, we will show you how to create, edit and delete Ticket Types in your workspace.
- Managing Ticket StatusesTicket statuses are essential for tracking how a ticket is progressing through your service workflow. Since every organization has a unique service workflow, Beam lets you customize your ticket statuses to match your preferences. In this tutorial, we'll show you how to access and manage your ticket statuses.
- Managing Ticket Custom FieldsBeam gives you the ability to customize the fields associated with your tickets. In this tutorial, we will show you how to customize ticket fields in your workspace.