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Ticket Management

Pingtree includes a built-in ticket management system so you can report issues, request help, and track the status of ongoing work — all without leaving the platform. Request Management pipeline with status columns and ticket breakdown

Creating a Ticket

To open a new support ticket, navigate to Support > Tickets and click New Ticket. Fill in the following fields:
FieldDescription
TitleA short, descriptive summary of the issue
DescriptionFull details of the problem or request
PriorityHow urgently this needs to be addressed
AttachmentsScreenshots, files, or logs to help the support team
Be as specific as possible in the description. Including steps to reproduce an issue, the affected campaign or source, and any error messages will help the team resolve your ticket faster.

Ticket Priority Levels

PriorityWhen to Use
LowMinor issues or questions with no immediate impact
MediumIssues affecting workflow but with a workaround available
HighSignificant problems impacting campaign performance
UrgentCritical issues causing system downtime or data loss

Ticket Statuses

Tickets move through a defined lifecycle so you always know where things stand:
StatusMeaning
NewTicket has been submitted and is awaiting triage
OpenThe support team is actively working on the issue
BlockedProgress is paused due to a dependency or blocker
Pending ClientThe team is waiting for additional information from you
TestingA fix has been applied and is being verified
ClosedThe issue has been resolved

Viewing Your Tickets

Table View

The default view lists all tickets in a sortable table. You can search, filter, and sort by any column.

Kanban Board View

Switch to the Kanban view to see tickets organized by status in columns. Drag and drop tickets between columns to update their status instantly.
The Kanban board is great for getting a quick overview of where your team’s workload is concentrated — especially useful during busy campaign launches.

Filtering and Searching

Use the filter toolbar to narrow down your ticket list:
  • Status — filter by one or more statuses
  • Priority — focus on urgent or high-priority items
  • Assignee — view tickets assigned to a specific team member
  • Tags — filter by custom labels applied to tickets
  • Date Range — narrow results to a specific time period
  • Organization — filter across multiple organizations (enterprise accounts)
Use the search bar to find tickets by keyword across titles and descriptions. The pipeline view at the top of the ticket list shows a count of tickets in each status at a glance.

Ticket Detail View

Click any ticket to open the detail view, which includes:
  • Full description and all ticket fields
  • Comment thread — add updates, questions, or notes
  • Attachments — view existing files or upload additional ones
  • Change history — a complete audit log of every status change, field update, and assignment

Adding Comments and Attachments

Inside an open ticket, use the comment box to communicate with the support team. Attach files directly to comments or use the attachment section on the ticket.

Ticket Change History

Every action taken on a ticket is recorded in the History log, including:
  • Status changes
  • Priority updates
  • Assignee changes
  • Comments added
  • Attachments uploaded
This audit trail ensures full accountability and makes it easy to review the timeline of any issue.