Priorities and triage

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Priority signals urgency and orders the queue during triage.

The four priorities

SummitPSA uses a fixed set of priorities, highest to lowest:

  • critical
  • high
  • medium (the default for new tickets)
  • low

Queues that sort by priority use this exact order, so critical work rises to the top.

Critical handling

Raising a ticket at critical priority triggers a Teams/Slack notification at creation time, so the team sees urgent issues immediately.

Triage views

The Tickets list offers quick views to work a backlog:

  • Mine — open tickets you own (plus tickets you watch).
  • Unassigned — open tickets with no owner, ready to Claim.
  • Needs Reply — open tickets you own where the client replied last and is awaiting your response.
  • All — everything you can access.

Each view shows a live count badge, and your chosen view is remembered as your preference. Technicians and dispatchers default to Mine; other roles default to All. You can also filter by status, priority, agent, company, contact, board, and free-text search.

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