Ticket creation shortcuts

This page lists ticket creation shortcuts you can access. A shortcut saves fields (title, description, board, priority, etc.) to open the ticket creation dialog already prefilled.

info

In in-app help, this context is called Ticket templates. The page UI says ticket creation shortcuts.

Prerequisites

• You must be signed in.
• A workspace must be selected (otherwise list stays empty).
• Listed in the shortcut’s Accessible to to see and use it.

No dedicated role permission is checked on this page to list or create a shortcut. Creating the ticket afterward uses the standard New ticket dialog (see Create a ticket).

Open the page

Access	Detail
Tools menu	Shortcuts section → grid icon (tooltip: manage / see all shortcuts)
Full page	From grid icon in Tools panel

note

The side menu entry Ticket templates is not visible currently: the documented main path is the Tools panel.

Page overview

After load:

State	Display
No shortcuts	Empty card: title Ticket creation shortcuts, help text, Add a ticket creation shortcut button
At least one shortcut	Grid of cards + dashed card to add one

Each card shows:

• linked board, or All boards if no fixed board;
• ticket template title;
• Created by (creator, or assignee if no creator);
• edit (pencil) and delete (trash) buttons.

If linked board is archived (or not found): Archived board label (danger color), card not clickable to create, pencil disabled. Delete still possible.

Create a ticket from a shortcut

1. Click the shortcut card (page) or chip in Tools.
2. If shortcut has a fixed non-archived board → that board is used.
3. If shortcut is All boards:
   • 0 active boards → alert No active board in this workspace.
   • 1 active board → used automatically;
   • several → Choose a board for this ticket dialog.
4. New ticket dialog opens prefilled (title, description, priority, assignee, watchers, tags, equipment / procedure if present). You can still edit before confirm.
5. After confirm: Ticket added message, then ticket profile opens.

Add a shortcut

1. Dashed card / empty-state button / + in Tools → Add a ticket creation shortcut dialog.
2. Fill fields (below).
3. Confirm (active only if title has at least 2 characters after trim).
4. Message Ticket creation shortcut added.

Dialog does not close when clicking outside.

Form fields

Field	Label	Required	Notes
Board	Board	No	Specific board or All boards. With a board: preview of board status and users. Help text under field.
Title	Ticket title	Yes	Min. 2 characters; max 700 (truncated). Placeholder: A brief summary of the request.
Description	Description	No	Editor (links, bullet lists), tags. ~4000 visible character limit.
Equipment	Equipment	No	Visible if maintenance module active.
Procedure	Procedure	No	Pick a template, create one, or Convert to procedure (≥ 2 bullets, if no linked procedure).
Priority	Priority	No	Default when creating shortcut: normal.
Assigned to	Assigned to	No	Default: you. List = board members, else workspace members.
Status	Status	No	Visible only if a board is chosen.
Watchers	Watchers	No	Default on create: you.
Accessible to	Accessible to	Yes (implicit)	Workspace members. Creator always included. Controls who sees the shortcut.

Initial values on open (create): you as creator / access / assignee / watcher; priority normal; no fixed board (All boards equivalent) until you pick one.

Edit a shortcut

1. Pencil icon (disabled if linked board archived).
2. Same form, title Edit ticket creation shortcut.
3. Confirm → message Ticket creation shortcut updated.

Delete a shortcut

1. Trash icon → alert Delete this shortcut? / irreversibility message.
2. Cancel or Delete.
3. Success message with possible undo to recover shortcut.

Use shortcuts from Tools

Without opening the page:

• +: create a shortcut;
• grid: open full shortcuts page;
• chip: create a ticket (disabled if linked board archived);
• empty state: No shortcuts — + to add one.

What this page does not do

• Edit an existing ticket (ticket profile).
• Replace New ticket dialog: shortcut only prefills it.
• Manage boards / board archives (shortcuts linked to archived boards are blocked for creation).
• Expose in form: due date, project, estimated duration, location (absent from current form).

In-app help

On the Ticket creation shortcuts page, the header help menu opens this topic.

Add / edit shortcut dialog has no dedicated help icon in the header.

To confirm with product

• In-app FAQ still mentions project, due date, and “Add a ticket template” while UI uses shortcut and does not show project / due date. Align FAQ and labels.
• Side navigation Ticket templates entry missing: confirm whether it should return.
• When shortcut is linked to archived board: blocking relies on board state. Confirm desired user behavior.
• No explicit Create a ticket permission check before opening dialog from shortcut (unlike some board entry points). Confirm whether check should be added.
• Slightly divergent FR labels: All boards option vs help “All boards in workspace” / card All boards. Harmonize wording.