Ticketing and Help Desk Template

Manage support tickets through a customized form and monitor their resolution from incoming to resolved. Review team progress through dashboards and custom reports.

Ticketing and Help Desk Template
#IT#Operations

Prevent support requests from falling through the cracks

Support requests can come at you from all directions. It’s critical to capture all of those requests in one place while still being able to prioritize them, so your team can address them efficiently. This ticketing system template makes use of some of Wrike’s most powerful features, so you can provide timely support. Request forms can help you manage incoming requests and ensure all relevant details are included, enabling your help desk team can begin addressing the issue as soon as possible. Custom dashboards can help you organize all your customer support interactions in one place, allowing you to provide efficient support. Lastly, custom reports can help your team report on progress, demonstrate their value, and set measurable goals.

Why you need this template

Support requests come in from multiple sources

Support requests come in from multiple sources

Use Wrike’s Custom Request Forms to make sure that all incoming help tickets can be properly assigned, managed, and tracked. Review overall progress with dashboards and reports.

Incoming tickets lack the necessary information

Incoming tickets lack the necessary information

Create a request form in Wrike that has fields for all the relevant information you need to address the issue. With a custom and dynamic request form, you collect all necessary details up front and can even auto-assign projects to the appropriate team member based on the type of issue.

Progress is hard to measure

Progress is hard to measure

Wrike’s Dashboards make it easy to get an overview and see what each team member is working on at any given time.

Ready to try this template in Wrike?

Ready to try this template in Wrike?

Free 14-day trial. Easy setup. Cancel any time.
Ready to try this template in Wrike?

The guide will show you how to:

  • Create and edit request forms
  • Sort and assign incoming tickets
  • Work on tasks and review progress using the Board view
  • Monitor ticket progress using a report
  • Use a customized dashboard to get an overview of the current situation
video preview

Set Up Your Request Form

This template provides a sample request form with basic fields. The form can be accessed by users in your account from the green + button at the top of the workspace. Share the form with anyone (even if they're not in your Wrike account) by creating an external link. Once the form is filled out and submitted, a new task will appear in your Ticketing & Helpdesk project.

Request forms can be customized in Account Management.

Manage Incoming Tickets

  1. The Ticketing & Helpdesk template contains three sample subfolders for categorizing incoming tickets: IT, Product, and Service. All new issues land in the parent folder as tasks and can later be tagged into subfolders.
  2. Go to the List view to see task details or double-click tasks in other views to access their details.
  3. Use the + next to a task's status to select an assignee. If that person is not a Wrike user, invite them by entering their email. The task is assigned as soon as they join.

This template contains sample tasks and folders for context. You can rename, remove, or add sections to the folder structure at any time.

By default, everything in the shared folder is visible to all regular users in your account. If a task isn't shared, assign it to someone to automatically share the task with them.

Work on Tasks and Review Progress

Switch between subfolders to review progress for each ticket category, or use one of Wrike's work views to view the same set of tasks from a different perspective. The Board view is the default view for subfolders in this template. It shows tasks organized in columns by status. Use the Board view to:

  • See what tasks you need to work on
  • Track task status
  • Change task status by dragging and dropping tasks from one column to another
  • Create new tasks

Depending on your process complexity, you may want to use a different work view (List, Table, Timeline, etc). To switch the default view:

  1. Right-click the Ticketing & Helpdesk project.
  2. Hover over Set default view.
  3. Select the appropriate view.

This template also includes a sample dashboard and report. Find relevant tabs in the monitoring panel at the top of your workspace for a customizable overview of ongoing or completed work.

FAQ

Ready to try this template in Wrike?

Ready to try this template in Wrike?

Free 14-day trial, Easy setup, Cancel any time
Ready to try this template in Wrike?

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