Creating a recurring ticket template
Recurring templates are created from Admin → Ticket Templates on the Scheduled tab. Open New recurring ticket template to begin.
1. Name and ticket content
Give the template a name and a title template (both required). The title and body support tokens that are substituted at run time:
{company_name}{month}and{month_short}{year}{date}{quarter}(for example Q3 2026)
You can also set the board, priority, SLA policy, default agent, ticket type/subtype/item, a time budget, and default watchers. When the SLA or agent is left blank, the board's default is applied.
2. Choose a recurrence
- Every N days (
interval_days) - Weekly on chosen weekdays
- Monthly on a date (clamped to the month's length)
- Monthly on the Nth weekday (e.g. second Tuesday, or last)
- Quarterly (Jan/Apr/Jul/Oct)
- Annually
Set advance days to create the ticket ahead of the nominal due date, and a creation hour (0–23, server local time) for the hour slot it should fire in.
3. Set the scope
Pick all, internal, internal single, contract type, or a specific list of companies. A max per run cap (default 50) limits how many tickets a single run creates.
4. Add a checklist (optional)
Checklist rows become ticket tasks on every generated ticket; each row can be marked required.
Save the template, then use the preview to confirm the next three run dates, or Run now to test it immediately.