Assigning a ticket ensures it is handled by the right agent or team member. This helps avoid delays and keeps responsibility clear.
Before You Begin
- Make sure agents are added and active in the system
- Confirm the ticket is created and visible in the ticket list
Steps
- Log in to Synclo
Sign in and open your dashboard. - Go to Ticketing & Helpdesk
Open the helpdesk module from the sidebar. - Open the Ticket List
View all tickets under sections like Open or All Tickets. - Select the Ticket
Click on the ticket you want to assign to open its details. - Locate the Assign Option
Find the Assign, Assignee, or Assigned To field in the ticket view. - Click to Select an Agent
Open the dropdown and choose the agent who should handle the ticket. - Confirm the Assignment
Make sure the selected agent is the right person for the issue. - Save or Update the Ticket
Click Save, Update, or confirm the assignment if required.
What Happens Next
- The ticket is now assigned to the selected agent
- The agent can start working on it immediately
- The ticket will appear in the agent’s assigned queue
Quick Tips
- Assign tickets based on expertise, not just availability
- Reassign quickly if the ticket is sent to the wrong agent
- Use categories and specialists to reduce manual assignment