Create a ticket
This dialog is used to create a new ticket on a board: title, status, priority, assignee, watchers, description, attachments, and optionally estimated duration, equipment, procedure, or location.
info
This help applies to the New ticket dialog, most often opened from a board, not from the favorite tickets page.
Prerequisites
- Signed in to Sequentia (normal account or, on a public board, guest / anonymous per board settings).
- A workspace must be selected.
- Open a board where you can create tickets.
- Permission to create a ticket, or (public board) the board allows visitors to create tickets.
- Without create rights: Insufficient roles alert / “You do not have the necessary rights to create a ticket”.
- On the board, the add button may be hidden for guests / anonymous if that option is not granted.
Open the dialog
The New ticket dialog opens most often from a board, depending on the active view:
| View | Typical access |
|---|---|
| Columns (kanban) | + / Ticket button in a status column header |
| List | Create a ticket button |
| By user | Add action in a user column (prefills assignment) |
| Map | Click on the map (if creation allowed): clicked location is prefilled |
Other screens reuse the same dialog, for example:
- a ticket creation shortcut (template);
- a work document (linked ticket creation);
- other business flows that launch ticket creation.
note
The Favorite tickets page lists favorited tickets. Its empty state does not open this creation dialog (the add button is intentionally hidden there).
Dialog content
Header
- Title shown: New ticket.
- Status selector (toolbar color = chosen status color). Initial status depends on where you clicked (column, first board status, etc.).
- Help (?) icon: opens help for this dialog.
- Close (X) icon: closes without saving.
- The dialog does not close when clicking outside.
Main fields
| Element | Label / area | Required | Notes |
|---|---|---|---|
| Board | Board: name | — | Read-only (current board). |
| Title | Placeholder A brief summary of the request | Yes | At least 2 characters (after trim). More than 700 → truncated to 700. Auto focus on open. |
| Priority | Compact selector | No | Default on create: normal. Values: low, normal, high, urgent. |
| Assigned to | Assigned to | No | Default: you (unless opening flow sets another user, e.g. by-user view or template). Click chip to change. |
| Watchers | Watchers | No | Default: you (and assignee if different). Multi-select among board-authorized users. |
| Estimated duration | Estimated duration | No | Visible at creation. Placeholder --h --m. |
| Description | Description | No | Description editor (text, mentions, etc.). |
| Attachments | Description area | No | Can be added before confirm; sent on validation. |
| Tags | Description area | No | Ticket tags. |
Quick actions (below description)
Chips may appear depending on workspace modules and board views:
| Chip | Display condition | During creation |
|---|---|---|
| Items | Inventory module | Visible but disabled (tooltip: “Create the ticket to enable this feature”) |
| Equipment | Maintenance module | Active: opens equipment picker |
| Work document | Permission to manage work documents | Visible but disabled (same tooltip) |
| Procedure | Maintenance module + permission to manage procedures (or procedure already linked, e.g. template) | Active |
| Event | Board calendar view | Visible but disabled |
| Location | Board map view | Active: adds / shows location |
Conditional sections
- Equipment (maintenance module): choose or remove equipment. Same selection as the “Choose equipment” dialog.
- Procedure: if allowed, link / create a procedure on the ticket. A bullet list in the description can also be converted to a procedure (Convert to procedure), if no procedure is already linked.
- Location: if the board has map view, location section (prefilled from map or linked document, depending on flow).
Inventory items and calendar event are handled in this dialog only after ticket creation (sections absent or actions disabled in create mode).
Confirm or close
| Action | Effect |
|---|---|
| Create ticket | Validates title, uploads attachments if needed, saves linked procedure if any, then creates the ticket. Success message like Ticket [no.] added. Ticket then opens (unless flow disables opening). |
| Close (X) icon | Closes without creating. |
| Help (?) icon | Opens contextual help. |
If the title is too short, creation is blocked and focus returns to the title field (no dedicated message).
Defaults on open
Unless prefilled by another screen (template, document, map, etc.):
- Priority: normal
- Assigned to: signed-in user
- Watchers: signed-in user (possibly + assignee)
- Status: from entry point (clicked column, first status, etc.)
- Title / description: empty
What this dialog does not do
- Edit an existing ticket: see Ticket profile.
- Add the ticket to favorites: from the ticket profile header, after creation.
- Manage items / work document / event: after creation (chips disabled here).
- Create a ticket from the Favorite tickets page: no create button on that screen.
In-app help
In the dialog header, the help icon opens help for Create a ticket.
To confirm with product
- “Invalid description…” messages exist in translations, but no description length validation runs on confirm. Confirm whether description should be required or have a minimum length.
- On a board, the add button may show for a member without checking permission first; refusal happens only on open (alert). Confirm whether the button should be hidden when create permission is missing.
- When opening from a template, a prefilled description may be passed: confirm expected behavior if it does not appear.
- Several translation labels (e.g. project, cancel, remove) no longer seem used in the current UI. Confirm cleanup or off-dialog usage.