Make Your Own Tickets Generator For Your
You can use your regular printer to print tickets and do not have to buy an expensive ticket Free Privacy Policy Template & Sample Generator for your site, blog or app. Laser printers or ink jet printers), i.e. You can use all Windows-compatible printers (e.g. What’s the next best solution? Try this guide to build your own ticketing system, with Google Forms and Trello!Ticket formats and printers Design attractive tickets and print them in any format and size with TicketCreator (free trial version). One of our approved ticket distributors to create your own packaged tour.Ticket tracking is one of the most important factors in running a strong helpdesk, but small or one-person IT teams don’t have the luxury of a robust ticketing system—they’re over-complicated, and often too pricey for small scale use.
Visualize your helpdesk workflow from submission to completion of each ticketCreating a Ticketing System with Google Forms and Trello Step 1: Form SetupEven without this guide, Google Forms is a great tool for polling a group for feedback. Give your team a robust portal for ticket submission Here, we’re combining Google Forms and Trello to create your own ticketing system, allowing individuals to easily submit tickets or requests, and creating a central place to view the progress of ticket resolution.Google Forms and Trello are both free to use, and easy to master, and by linking them with Zapier, you’ll be able to do two things with this ticketing system.
Step 2: Ask Valuable QuestionsIn a previous guide, Supercharge Your Helpdesk (and More) with This Google Forms Trick, you’ll find some great tips on creating valuable questions, using features such asIf you’re new to Forms, I highly encourage you to take a minute to read through the benefits of different question types before finishing up your Form. The Sheet will name each column after the questions you add to your Form, as well as a timestamp for each submission. This creates a unique Google Sheet, which automatically collects new responses, every time the Form is filled out and submitted.
In your new Board, you’ll see the option to “Add a list.” Here, you should add a List representing each step of the ticket resolution process. You can also explore settings to modify who can view or edit the content on that Board. Name the Board appropriately. In the upper right hand corner, click the “+” beside your profile picture, choose “Create New Board”.
When asked to select a trigger, select “New Spreadsheet Row”. When asked to choose a trigger app, select Google Sheets. In Zapier, the next steps are easy: Select a Trigger When finished, your Board should look something like this:Once you’re done, you can move on to configuring the Zap with Zapier, but as you become familiar with Trello and Zapier you may choose to explore other features, adding more Lists, users and checklists to the your Trello Board.Step 4: Integrating your Form with your new Trello BoardOur integration tool of choice is Zapier, but you can reference this post to find a tool that appeals to you. By subscribing to the list, you’ll receive an email notification every time a new Card is added.To the List (in other words, every time a new ticket is submitted through the form). At the top of your “New Tickets” list, click the options symbol, and choose “Subscribe”.
Once you’ve selected Trello from the available apps, you’ll be asked to choose your action. Once Zapier automatically tests your trigger, it will prompt you to connect your “Action App”—in this case, that will be Trello. When asked to Set Up Google Sheets Spreadsheet Row, you’ll be asked to select the Sheet you’re connecting (your Form Responses Sheet), and the Worksheet (which should be “Form Responses 1, if you haven’t modified anything).
By selecting content, you’re telling Zapier to take all of the specific Form responses from a single submission, and paste them in as text in the description of the corresponding Trello Card. Description: Select “Content”. In this example, we’re choosing Cards to be titled with the name submitted in the Google Form, but you can also choose Cards to be titled with other details from the Form, like the timestamp. Name: This will be the title of each new Card. There are a ton of options on this page, but these are the most critical ones: Once you’ve confirmed your Trello account, you’ll be asked how you’d like to populate Cards using the Google Form responses.
So what’s the final result?A team of delighted users, getting their tickets solved in a more orderly manner, and an in-sync IT team that can visualize tasks from the moment they come in, to the moment they’re finished.Both Forms and Trello have tons more depth worth exploring, so I encourage you to take this basic system and make it your own! Zapier is also compatible with dozens of apps being used by your other teammates too—Hubspot, Base CRM, Slack, Gmail, to name a few.As you use Zapier to “hack” more D.I.Y. From this menu, you can choose to either copy a link to the Form, or copy HTML code for embedding it on a page of your own.Before sending the Form out, be sure to take it for a spin yourself, and ask yourself if it’s intuitive enough for your team. Once you’re done fine tuning, you can click “Finish” and the Zap will be active and functioning!Here’s how our sample Form translates into a Trello Card:If this is going to be the main channel to field help requests, make sure everyone who will need to fill out the Form has easy access to it, either by bookmarking a link to it, or by embedding the Form on a company page that can be reached by your team (but not available to the public).From the Form editor page, you can click the “Send” button in the upper right hand corner. When you’re happy with how the Cards are set up, you can click “Continue”, and Zapier will show a preview of how a Form response will appear when it gets transformed into a Trello Card, and then ask if you’d like to send a test Card to the Trello immediately, to see how it works.Zapier will then ask you if you’d like to add another step to your zap (you can chain multiple actions together to create complex workflows, but that’s better saved for another post).
0 kommentar(er)
