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Use Sub-Tickets

Tobias Patek
  • Updated

Overview

Manage bigger tasks with sub-tickets by linking them to their respective parent ticket.

Access & Permissions

To create sub-tickets you need an in-house user with a role permission to create tickets and the user permission 'Tickets & Project Reports'. Read more in Permissions.

Sub-Tickets & Parent Tickets

Any ticket can become a sub-ticket of another ticket, making the other one the parent ticket. A sub-ticket can use a different form than its parent and can be located on a different layer within the same project. A parent ticket can not be a sub-ticket at the same time.

Sub-tickets are listed at the bottom of a ticket.

Parent Ticket Field

Sub-tickets must use a form with the Parent ticket field assigned. If a project has no such forms, the Create sub-ticket button is hidden.

Read more in Forms.

Create a New Sub-Ticket

To create a new sub-ticket:

  1. Open a ticket or create and save a new one
  2. Scroll down to the the Sub-Tickets section
  3. Click Create sub-ticket

  4. Fill in the Form of a Ticket and save it.
  1. Open a ticket or create and save a new one
  2. Scroll down to the Subtickets section
  3. Tap + Add subticket

  4. Tap Create sub-Ticket
  5. Fill in the Form of a Ticket and save it.

Add Existing Tickets as Sub-Tickets

To add one or multiple existing tickets as sub-tickets:

  1. Open a ticket or create and save a new one
  2. Scroll down to the Subtickets section
  3. Tap + Add subticket

  4. Tap Add sub-tickets

  5. Select the checkboxes for the tickets you want to add
  6. Tap Done

Turn a Ticket into a Sub-Ticket

To turn a ticket into a sub-ticket:

  1. Open a ticket or create and save a new one
  2. Scroll down to Parent ticket field
  3. Select the parent ticket from the drop-down

  1. Open a ticket or create and save a new one
  2. Scroll down to Parent ticket field
  3. Tap Add parent ticket

  4. Tap on the ticket that should become the parent ticket

Open Parent Ticket

To open a parent ticket from within a sub-ticket:

  1. Open a sub-ticket
  2. Scroll down to the Parent ticket field
  3. Click the Open parent ticket icon

  1. Open a sub-ticket
  2. Scroll down to the Parent ticket field
  3. Tap the Open parent ticket icon

View & Open Sub-Tickets

To view and open the sub-tickets of a parent ticket:

  1. Open a parent ticket
  2. Scroll down to the Sub-Tickets section
  3. View list of all sub-tickets (title, id, status)
  4. Click on a sub-ticket to open it

  1. Open a parent ticket
  2. Scroll down to the Subtickets section
  3. Tap on the sub-ticket to open it

See Sub-Tickets in List View

To see sub-tickets under their parent ticket in the ticket list view:

  1. Click Tickets
  2. In View drop-down select List
  3. See the parent ticket e.g. Fix broken window on ground floor
  4. Sub-tickets have a grey background and are listed below their parent ticket
    e.g. Fix broken window 1 (and 2)

  1. In tickets List view
  2. See the parent ticket e.g. Fix broken window on ground floor
  3. Sub-tickets have a grey background with a little arrow and are listed below their parent ticket
    e.g. Fix broken window 1 (and 2)

If sub-tickets don't match the search term, filter criteria, selected form or layer, they will not show up in the list view.

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