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RRubright
Mitglied

Ticket Due Dates

lösung

Hello first time poster, new to HubSpot, so please excuse me if this has been asked or if I need to post elsewhere. 

 

Am I understanding correctly, Service Tickets don't have due dates, only the tasks within them do?

0 Upvotes
1 Akzeptierte Lösung
Jnix284
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Ticket Due Dates

lösung

Hi @RRubright that's correct, a ticket has several date properties by default, including create date, close date, last activity date, etc.

 

You can create a custom property for Due Date that you can add to reports, views, etc. by going to your HubSpot Settings > Properties > Ticket Properties > Create property:

 

Jnix284_0-1681866823561.png

Then choose Date Picker as the field type:

Jnix284_1-1681866845007.png

Then set the rules you want the date property to follow:

Jnix284_2-1681866874886.png

 

I recommend starting with any date, that way if someone forgets to add the due date, it can still retroactively be added.

 

This custom property can then be added to your ticket sidebar so its visible in the conversations inbox, etc.

 

I hope this helps get you the information you need!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
DStaat
Teilnehmer/-in

Ticket Due Dates

lösung

Hey RRubright,

We have an app called Timerman that allows you to set SLAs for your tickets (basically things like how fast it needs to be solved after opening). It also tracks how long it spends in each stage by the minute. Check it out here.

Let me know if you have any questions or need help setting up! I'd be happy to jump on a call with you.

Best,


-David Staat

0 Upvotes
Jnix284
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Ticket Due Dates

lösung

Hi @RRubright that's correct, a ticket has several date properties by default, including create date, close date, last activity date, etc.

 

You can create a custom property for Due Date that you can add to reports, views, etc. by going to your HubSpot Settings > Properties > Ticket Properties > Create property:

 

Jnix284_0-1681866823561.png

Then choose Date Picker as the field type:

Jnix284_1-1681866845007.png

Then set the rules you want the date property to follow:

Jnix284_2-1681866874886.png

 

I recommend starting with any date, that way if someone forgets to add the due date, it can still retroactively be added.

 

This custom property can then be added to your ticket sidebar so its visible in the conversations inbox, etc.

 

I hope this helps get you the information you need!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin