Custom Ticket Statuses
Custom ticket statuses rather than just 'Open, Pending, Resolved & Closed'
Hey all,
We're happy to announce we've released the ability to create Custom Ticket Statuses in our latest release.
The way to create those would be by going to Admin > Custom Fields > Tickets and heading into the "Status" field.
You can read more about it here: https://support.atera.com/hc/en-us/articles/215952967-Add-Custom-Fields-#h_01FWXWNGEBY7T18N5YYANJHK69
We plan to introduce more granularity into the behavior of these statuses later this quarter, and to allow you to chose the behavior of the statuses (act as "pending", "resolved" etc.).
For the time being, we hope you and other users can start leveraging the feature with the given functionality already :)
Best,
Yakov
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Joaquin Alvarez commented
Now that we have custom statuses, we created one called "On Hold" but we are unable to have it be off the SLA. Can this be configured to be Off SLA Please!
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Wes Gale commented
we have resorted to using a secondary ticket status field to show "deferred / scheduled / awaiting 3rd party support / awaiting internal sales" etc. However not being able to show that custom status on the main ticket page makes it nearly useless because we have to open up each ticket individually to check what the actual status of it is.
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Darren Millett commented
I have been asking for this since we started using Atera (over two years) a simple request. I would love to see if anyone is using them as I can't see any use for both Pending and Resolved... pointless!
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ZN commented
I'm surprised this is not an option yet. The 4 options provided by Atera are not working for me. I would like to modify them and add some more options. Can you please add this feature ASAP?
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Connor Willis commented
Need this ASAP.
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Logan Byrd commented
Insane that this does not exist. Tags could be a partial replacement, but can't be used with automation.
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Johnny Rodriguez commented
It would be helpful if we can customize a ticket status and name it to onsite so that we can give the ticket more time and handle that ticket onsite for our clients.
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Lawrence Yau commented
Under review for 6 months?? This seems like a *very* easy feature to implement
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Michael Cudjoe commented
Agreed! it would be great to have some flexibility in the status' for tickets
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Jonathan Gauthier commented
I agree, would be amazing to have an option for "On Hold". When a customer reports an issue and the ticket is on hold for parts, or on hold because new information was presented and now waiting on approval.
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Tony Ferreira [37] commented
I have requested this in the past and have been waiting for any type of movement on it but unfortunately month after month I am disappointed. Something that I need on a daily basis seems to be dismissed and instead I get monthly updates with "Great features" that I don't use or features are at best something that are set it and forget it. I have to jump thru hoops to adjust my workflows to the existing rigid statuses which drive me insane on a daily. I was under the impression that Atera was supposed to make my life easier not harder.
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Brandon Boyd commented
Custom ticket status
I'd like a ticket status of 'escalated' to show we are working with a 3rd party to resolve the ticket. -
Joshua Mathews commented
I second this option, along with renaming current statuses. My workflow is generally like this:
New
In Progress
Waiting for Customer
Waiting for Vendor
Scheduled
Ready to Bill
Completed - BilledThen for Purchasing I use the following:
Estimate Sent
Order Placed
Order Received -
Jason Bridgeman commented
I come from using the BIG CRM's like Autotask and ConnectWise.
It is extremely useful to be able to create more than just the default ticket statuses.
Like another user had mentioned if we can create a flag to see if another user is working on it. An 'In Progress" status will do that job.
I also like to sort tickets by their status and just being in the open status is not good enough.
-Thanks!