One major area that my team works in is IT Ticket Support. Our customers rely on our expertise when something goes wrong and it is important that our Engineering Team is well-organized.
I have created some rough draft forms and rules for anyone using Asana for a ticketing purpose, specifically utilizing the details within forms.
The first step is to create the rules for your forms to follow once a submission is created. The following screenshots are the required rules:
The functionality of these rules is to keep IT Tickets organized and in the correct section for my Engineering Team to have the best visibility and help our customers quickly.
The second step is to create a detailed form for your customers. The form can be customized as much as you like, and I have shared screenshots of a “Test IT Ticketing Form”
When this is submitted, because of the rules you established previously, the form will automatically show up in the “Submitted IT Tickets” Section.
Below is the visibility of the form details within the task that was created:
When this IT Ticket is marked complete, your rules will automatically move the submission to the “Completed IT Tickets” Section.
I hope these tips and tricks will provide help to an organization that utilizes an IT Ticketing System, as it has proven beneficial to my team.