Feature Request? This option indicates that a ticket contains a feature request made by a client. However, – is Waiting” should not be selected for feature request tickets. Note: Feature request tickets should have “Client to the title of the ticket. “FR:” Auto Create Event? If this is selected, an event will be automatically created (for more information please see – the Ticket Details section). Creating a Ticket from TicketMaker— — In order to create the ticket, select Ticket’ at the top of the tab’s ribbon in Microsoft Outlook. ‘Make ‘Home’ Upon selection, the Details” pop-out window is displayed. This window is almost identical to the one “Ticket displayed in C2Task; however, many of the fields are not displayed and most of the fields are empty. Note the following differences: Company: This field is not required. If a company is not selected, the generated ticket will be assigned to “Ctuit”. Ticket Title: This field will display the subject line of the email. Be sure to clean up the ticket tile to accurately describe the issue. Ticket Details: This field is basically the ticket’s description and will auto-populate with the content in the email. Change or clean up the ticket’s description as needed and delete any information that is not necessary to the ticket. Likewise, keep any information or conversation that supports any action on the Ticket. Note: Upon creating the ticket, images can become attached; please delete them from the ticket. Email Note: Enter an email you wish to send to a user selected from the To’ list. ‘Email Email To: Select the user for which an email will be sent. [Create Ticket]: Select [Create Ticket] to create the new ticket. Billable Tickets –– –– Billable? If this option is selected, the ticket will be listed as billable. This is most commonly used for custom – work. Once this option is toggled, a new section will appear that contains billing related fields. Date Quoted This field indicates the date that a billable ticket was quoted. – Quoted Hours This field shows the number of hours quoted for a billable ticket to be worked on and – completed. Quoted Rate This field shows the rate (per hour) quoted for a billable ticket. –
Feature Request? – This option indicates that a ticket contains a feature request made by a client. However, “Client is Waiting” should not be selected for feature request tickets. Note: Feature request tickets should have “FR:” to the title of the ticket. Auto Create Event? – If this is selected, an event will be automatically created (for more information please see the Ticket Details section). — Creating a Ticket from TicketMaker— In order to create the ticket, select ‘Make Ticket’ at the top of the ‘Home’ tab’s ribbon in Microsoft Outlook. Upon selection, the “Ticket Details” pop-out window is displayed. This window is almost identical to the one displayed in C2Task; however, many of the fields are not displayed and most of the fields are empty. Note the following differences: Company: This field is not required. If a company is not selected, the generated ticket will be assigned to “Ctuit”. Ticket Title: This field will display the subject line of the email. Be sure to clean up the ticket tile to accurately describe the issue. Ticket Details: This field is basically the ticket’s description and will auto-populate with the content in the email. Change or clean up the ticket’s description as needed and delete any information that is not necessary to the ticket. Likewise, keep any information or conversation that supports any action on the Ticket. Note: Upon creating the ticket, images can become attached; please delete them from the ticket. Email Note: Enter an email you wish to send to a user selected from the ‘Email To’ list. Email To: Select the user for which an email will be sent. [Create Ticket]: Select [Create Ticket] to create the new ticket. –– Billable Tickets –– Billable? – If this option is selected, the ticket will be listed as billable. This is most commonly used for custom work. Once this option is toggled, a new section will appear that contains billing related fields. Date Quoted – This field indicates the date that a billable ticket was quoted. Quoted Hours – This field shows the number of hours quoted for a billable ticket to be worked on and completed. Quoted Rate – This field shows the rate (per hour) quoted for a billable ticket.
C2Task%20Manual.docx