Create your first ticket

Tickets are the core unit of work in SummitPSA. Here is how to create one.

Open the new-ticket form

Go to Tickets and choose New (the new-ticket form lives at /tickets/new). You need the create permission on tickets, which the Technician role and above have.

Fill in the ticket

• Title — required. A short summary of the issue.
• Description — the details of the request.
• Priority — defaults to medium if not set.
• Type — defaults to incident if not set.
• Company and Contact — link the ticket to a client and the person reporting it.
• Owner (agent) — the agent who will work the ticket.
• Board — choose a board you can access; if you leave it, the ticket lands on the system default board.

You can also set an SLA policy, ticket category/subtype/item, link an asset, and add watchers on creation.

Save

Submit the form. SummitPSA assigns a ticket number, records the creation in the audit log, and opens the new ticket's detail page where you can reply, assign, and track work.

If your install requires a ticket Type (and optionally Subtype or Item), the form will enforce that before saving.