Checlists in PSA tickets

8 votes

Members
1
Posted 6 hours ago (edited)
Hi,

I am very shocked that PSA being as advanced in features as it is, does not have an option to insert a simple to do checklist in a ticket. I see there is this thing called To-Do & Service Calls but that's something entirely different as it even does not show the actions needed to be done on the list... just that its a To Do item.

What if I want to for example have a ticket template for an IT assistant to do somethings and track his progress? Like for example setting up a new system so I know he has ordered the computer, he installed the OS, he configured the antivirus software, he connected it to the domain etc.

Can I please request you guys add such functionality? I know this can be done similarly by adding a ton of notes into a ticket but that creates a lot of clutter in it. It would be perfect if there was a separate section aside from notes called Checklist and it could be configure

Under consideration Suggested by: Jędrzej Piekarski (20 Oct, '21) • Upvoted: 19 Sep, '23 • Comments: 2

Comments: 2

15 Dec, '21
Gary Haberl
Good idea. - You have my vote.
I know we have check lists when deploying a system (for example), but this is away from a ticket and in Excel, Word or even in "It Glue". This idea of having a check list has another benefit ... Tracking Billing Time / and Reports

ie. You open a ticket and start your work. You leave the ticket open, start your work, check off the work your doing (And I hope putting in your notes) while the time keeps tracking your work. Now when your done your work, stop the timer, you have the actual time do this task.
- You can see what Techs are taking to do a task, now you can quote clients faster and more accurate as you have real numbers.
- You can see what Techs are good for which jobs
- Ability to print or run reports for clients on what was done on systems
- Know what was missed on setups for better support
- Better overall management of the client and your own company
- ETC
18 Jan, '22
Kris
yes I've also requested this directly before I knew about this upvote thingy. checklist would be great! Currently I'm doing the checklist in Google forms and then printing to PDF and attaching to the ticket. painful