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How to set up categories
How to set up categories
Updated over 3 months ago

Ticket categories are a great way to organize and manage your customer support tickets. By setting up categories, you can easily filter and prioritize tickets, making it easier to provide efficient and effective support to your customers. Follow the steps below to set up your ticket categories.

1. Navigate to your Help Desk

The first step to setting up the ticket categories is to navigate to your Help Desk. This can be done by logging into your account and clicking on the Help Desk tab. This is where you can view all of your support tickets and manage your customer inquiries.
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2. Choose "Select Categories" under the "Details" tab

Once you are on the Help Desk page, click on the "Details" tab. Here, you will see a list of options related to managing your support tickets. Click on the "Select Categories" option to begin setting up your ticket categories.
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3. Enter a category title and click on the "+" icon

Next, you will see a form where you can enter the title of your new ticket category. Choose a title that accurately describes the type of tickets that will fall under this category. For example, you may have categories such as "Technical Issues", "Billing and Payment" or "Product Inquiries". Once you have entered the title, click on the "+" icon to add the category.
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4. Once you have finished, choose the ticket category and select "Save"

After you have added all of your desired ticket categories, select the category you want to use for a specific ticket and click on the "Save" button. This will assign the ticket to the chosen category and it will be displayed under that category in your help desk dashboard.
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Congratulations! You have successfully set up your ticket categories. Now, you can easily manage and prioritize your support tickets based on their category. This will help you provide efficient and effective support to your customers, leading to higher satisfaction and better customer relationships.

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