Skip to main content

Ticket Statuses

Overview

The Ticket statuses page is where you define the stages a service ticket moves through — from the moment it's created to when it's resolved or cancelled. Each status carries a set of flags that tell the system how to behave when a ticket enters that status.

Status Flags

Each status has up to five boolean flags. A checkmark (✓) means the flag is active for that status; an X means it is not.

FlagWhat it does
Closed statusMarks the ticket as complete. No further changes can be made to a ticket in a closed status.
Initial statusThe status every new ticket starts in automatically. Only one active status can hold this designation.
Assigned statusThe status a ticket moves to automatically when it is first assigned to an agent. Only one active status can hold this designation.
Sets resolved atRecords the resolution timestamp the moment a ticket transitions into this status. Used to calculate resolution times and SLA compliance on the Dashboard.
Requires reasonForces agents to enter a reason when changing a ticket to this status.
note

Initial status and Assigned status are system-designated singletons — only one active status may hold each designation at a time. To assign the designation to a different status, you must first remove it from the current holder by editing that status.

Columns

ColumnDescription
NameThe status label shown across the application (e.g. New, In Progress, Resolved). Required. Maximum 100 characters. Must be unique — the name cannot already be used by any active or archived status.
Closed statusWhether the ticket is locked from further changes when in this status.
Initial statusWhether new tickets automatically start in this status. Only one active status may have this enabled.
Assigned statusWhether tickets automatically move to this status when first assigned. Only one active status may have this enabled.
Sets resolved atWhether transitioning to this status stamps the ticket's resolution timestamp.
Requires reasonWhether a reason must be entered when transitioning a ticket to this status.
Display orderThe position this status occupies in dropdown lists. Lower numbers appear first. Must be a positive whole number and unique among active statuses.

Toolbar Actions

ButtonAvailable whenWhat it does
SaveAfter adding or editingSaves all pending changes. Greyed out when there is nothing to save.
NewAlwaysAdds a blank row at the bottom of the list for you to fill in.
EditOne row selectedMakes the selected row's fields editable in place.
ArchiveOne row selectedArchives the selected status so it no longer appears in ticket dropdowns. See Archiving a Status for restrictions.
Show archivedAlwaysToggles the display of archived statuses alongside active ones.

Adding a Status

  1. Select New. A blank row appears at the bottom of the list.
  2. Enter a Name (maximum 100 characters).
  3. Set the flags as needed — see Status Flags above.
  4. Enter a Display order — a positive number not already used by another active status.
  5. Select Save.
warning

If you enable Initial status or Assigned status, make sure no other active status already holds that designation. If one does, the save will fail with a conflict error. Edit the existing holder first to remove the flag, then re-enable it on the new status.

Editing a Status

  1. Select the row you want to change.
  2. Select Edit. The row's fields become editable.
  3. Update the Name, flags, or Display order as needed.
  4. Select Save.

Archiving a Status

Archiving removes a status from ticket dropdowns without permanently deleting its historical data.

  1. Select the status you want to archive.
  2. Select Archive.
warning

Two statuses cannot be archived:

  • The status marked as Initial status — archiving it would prevent new tickets from being created.
  • The status marked as Assigned status — archiving it would break the automatic status transition when tickets are assigned.

To archive either of these, first edit that status to remove the designation, then assign the designation to a different status.

To view archived statuses, select Show archived. Archived entries are displayed alongside active ones while this toggle is on.

note

A status name remains reserved even after archiving — you cannot create a new status with the same name (including a different case, e.g. RESOLVED vs resolved) as an archived one.

Validation Rules

FieldRule
NameRequired. Maximum 100 characters. Must not match any existing active or archived status name (case-insensitive).
Initial statusAt most one active status may have this enabled.
Assigned statusAt most one active status may have this enabled.
Display orderMust be a positive whole number. Must not match the display order of any other active status. Archived statuses do not block a display order from being reused.

Example: Default Status Setup

A typical setup that covers the full ticket lifecycle:

NameClosedInitialAssignedSets Resolved AtRequires ReasonDisplay Order
New1
Assigned2
In Progress3
On Hold4
Resolved5
Cancelled6

With this configuration:

  • Every new ticket starts as New (Initial status).
  • When an agent is assigned, the ticket moves automatically to Assigned.
  • Resolving a ticket stamps its resolution time, which feeds into SLA calculations on the Dashboard.
  • Cancelling a ticket requires the agent to enter a reason.