Turn an email or task into a ticket
Move something from your Trillitask inbox or to-do list into the ticket queue.
Included with TrilliOne Business and TrilliOne Pro
From a task in Trillitask
- Open the item on Today.
- Click ⋯ → → Move to ticket backlog, then Move to backlog.
The task leaves your Today list and becomes a ticket, keeping its priority. Its description becomes a pinned note.
From an email in Trillitask
On the Skipped mail page, hover over the email, open the mute menu and choose → Convert to ticket. The sender becomes the contact, the email becomes the first message, and replies go out from the address it came to.
From a calendar event
Click the event on your Calendar, then → Ticket. The event comes off your calendar and becomes a ticket, with its time and details kept in a pinned note.
Just ask
In Chat, say “make this a ticket” or “create a ticket for the broken login form.”