Ticket templates help streamline the ticket creation process by allowing you to prefill common fields like priority, diagnosis, and descriptions. This article walks you through how to create reusable ticket templates in your settings, how to manage their visibility, and how to apply them when adding a new ticket—saving you time and ensuring consistency across your team.

1. From the top right banner, click the person icon to open the menu, then click Settings.
   
   
   
2. Then we will go to the Tickets tab to open those specific settings.
   
   
3. Navigate to the Ticket Template Options section and click on the Add Ticket Prefill button.
   
   
4. Fill out the following information:
   1. Add the Name of the template you would like to create.
   2. Set the Ticket Priority from one of the following: Highest, High, Normal, Low, or Lowest .
   3. Choose one or more Template Diagnosis, this includes default and customs.
   4. Add in the description of the template.
   5. Toggle on/off this template to show for sub-clients.
      
      
5. Then click Save to keep your template.
   
   
6. From the left side navigation click on Tickets.
   
   
7. Click the Add Ticket button to open the modal.
   
   
8. Click into the Ticket Templates dropdown field, then select your chosen template.
   
   
9. Once selected, you may alter any of the fields using the template as a base to save time.