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      Managing tasks and comments with Tickets

      Thy Nguyen

      Updated on November 20th, 2023

      Table of Contents

      You can create tickets to manage tasks in Gridly, and sync tickets to other systems like Jira and Asana.
      To use tickets in reporting LQA (Linguistic Quality Assurance) issues, please check out this article: Linguistic Quality Assurance (LQA)

      Comments are now a part of Tickets

      We're pleased to announce that Comments are now a part of Tickets. All existing comments will be converted into basic tickets. With this new change, not only will you be able to start a discussion but you can also:

      • Tag and assign team members.
      • Receive notifications when you're assigned to a ticket.
      • Track each ticket as they have specific IDs.
      • Export Tickets to CSV file format for external review.
       

      Create a cell ticket

      A cell ticket is directly linked to a cell. 

      • Right-click on a cell and choose Add ticket. 
      • Select ticket type: Basic or LQA issue  (Note: The LQA ticket type is customized for running LQA processes).
      • Type a summary for the issue.
      • (Optional) Add Assignee, set Priority, attach images (under 5MB) and leave a Description.
      • When you're finished, click Add.
      • Click View ticket in the pop-up window to view the details. 

      Create general ticket

      You can create a general ticket for general questions or concerns that are not cell-specific. 

      • Click  to open Ticket center in the sidebar
      • Click and select Add general ticket.
      • Select ticket type: Basic or LQA issue (Note: The LQA ticket type is customized for running LQA processes).
      • Type a summary for the issue.
      • (Optional) Add Assignee, set Priority, attach images (under 5MB) and leave a Description.
      • When you're finished, click Add.

      Start a discussion in the ticket

      Open a ticket (click directly on the cell, or open the Ticket center and click on a specific ticket) and leave a comment to start a discussion. You can also tag a person in the comment section of the ticket.

      Once a comment is added, the ticket will be transferred to the Discussion tab:

       

      Manage tickets

      Customize layout when viewing a ticket

      Open a ticket, then click to choose which fields appear on tickets.

      Search and filter tickets

      You can find tickets by using ID, summary, or Description in the Ticket center

      Click mceclip0.png to filter by Author, Assignee, and Ticket type and sort tickets by time.

      Filter records with open/resolved tickets

      You can filter out records by ticket status with Quick filters:

      • Click in a column to open Column filter.
      • From the drop-down menu, select Ticket
        • Resolved: All tickets in a cell are marked as resolved. The ticket icon in the cell will be green.
        • Open: Cell tickets are marked as new or discussion. The ticket icon in the cell will be yellow.

      Mark a ticket as resolved

      Click the checkbox next to the ticket summary in the Ticket center to Mark as resolved

      Or you can view the ticket in the expanded window and click "Mark resolved".

      Export ticket

      Once in the Ticket center in the sidebar, click mceclip4.png  and select Export ticket. Your tickets will be exported to a CSV file format.

      Delete ticket

      Click next to a ticket in the ticket center and select Delete ticket. The user that added the ticket can delete it, as can Admins and Creator user types. 
       

      You can sync tickets from Gridly to your own project management tools like Jiraand Asana using Automations. Learn more at:

      Automation action: Jira Ticket Creation 

      Automation action: Asana Task Creation 

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