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Change a ticket's details

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The board moves a ticket between columns. To change anything else after triage, such as the assignee or the due date, change it from the ticket itself, or from Manage.

Steps

  1. Open Manage > Records and choose Ticket.
    The list of record types in Manage, Records, with Ticket outlinedThe list of record types in Manage, Records, with Ticket outlined
  2. Press the ticket’s row.
    A ticket’s row outlined in the Tickets list in Manage, RecordsA ticket’s row outlined in the Tickets list in Manage, Records
  3. Change Assignee, Priority, Due, Estimate (hours), Detail or Column.
    The ticket’s edit form with the Column, Assignee and Priority fields outlinedThe ticket’s edit form with the Column, Assignee and Priority fields outlined
  4. Press Save changes.

Move it from the ticket itself

A ticket can move to another column without the board. This is the same change the board makes, and it is on the trail the same way.

  1. On the Projects Overview, press the ticket on The board. It opens on the right.
  2. Choose the column it should be in from Column at the top of the ticket. Priority beside it works the same way.
    A ticket open on the right, with the Column dropdown outlined at its topA ticket open on the right, with the Column dropdown outlined at its top

Change it from the ticket itself

For whoever made the ticket, a manager, or anybody whose role may edit tickets.

  1. Open the ticket from The board, and press Change details at the top.
  2. Change what you need, and press Save changes. Close without saving leaves it as it was.
    The Change details form open on a ticket, with Save changes and Close without saving under itThe Change details form open on a ticket, with Save changes and Close without saving under it

The change on the board. It is on your audit trail with who made it.

Common problems

  • A new assignee is not told. Only triage sends the “Yours:” message. Tell them yourself.