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Ticketing in Trio MSP

Trio articles

The MSP Tickets module provides a centralized service desk layer within the MSP console. It enables managed service providers to track, prioritize, assign, and resolve support requests across multiple organizations. Tickets are linked to users, devices, and organizations, allowing contextual troubleshooting and lifecycle management from a single interface.

This article explains how tickets are structured, how to manage them, and how to work with ticket details.


Accessing Tickets

To open the ticket management view:

  1. From the left navigation panel, click Tickets.

  2. Select the appropriate Organization from the top-right organization switcher.

  3. Use the search bar to locate a ticket by Ticket ID.

If no tickets exist for the selected organization, the interface will display a placeholder state indicating that tickets will appear once created.


Ticket List Overview

When tickets exist, the Tickets page displays a structured table containing all open and historical tickets.

Each row represents a single ticket and includes:

  • Ticket ID – Unique identifier for the request.

  • Request type – Category such as Account & Access, Application, Hardware, Policy & Security, or Operating System.

  • Summary – Short description of the issue.

  • Assigned to – The technician responsible for handling the ticket.

  • Urgency – Priority level (Critical, High, Medium, Low).

  • Status – Current workflow state (Pending support, In progress, On hold, Resolved, Canceled, User pending).

  • Start at – Creation timestamp.

  • Actions menu (⋯) – Additional ticket options.

Filtering and Sorting

The ticket table supports filtering and sorting to streamline operational workflows.

You can:

  • Sort by Name

  • Filter by:

    • Urgency

    • Assignment

    • Request type

    • Status

    • Start date

    • End date

  • Clear filters at any time using Clear Filters

This allows MSP operators to isolate critical tickets, unassigned requests, or specific categories quickly.


Understanding Ticket Status and Urgency

Ticket workflow is reflected in two primary dimensions:

Urgency (Priority Level)

Urgency indicates operational impact:

  • Critical – Immediate action required

  • High – Significant operational disruption

  • Medium – Standard priority

  • Low – Minor or informational request

Status (Workflow State)

Status reflects the progress of resolution:

  • Pending support – Awaiting technician response

  • In progress – Actively being worked on

  • On hold – Waiting for dependency or input

  • User pending – Awaiting user response

  • Resolved – Successfully closed

  • Canceled – Ticket terminated without resolution


Viewing Ticket Details

To open a ticket:

  1. Click on the Ticket ID in the table.

  2. The system navigates to the Ticket Details view.

The details page provides full contextual information required for resolution.

Ticket Header

The header contains:

  • Ticket ID

  • Creation date and time

  • Current workflow status selector (top-right)

Status can be updated directly from the dropdown.


Ticket Summary Section

This section contains:

  • Reporter information

  • Request category (e.g., Hardware)

  • Detailed description of the issue

  • Attached files (images, videos, documents)

Attachments may include:

  • Screenshots

  • Diagnostic logs

  • Video recordings

These assets assist in reproducing and diagnosing the issue.


Assignment and Priority Management

On the right-hand panel:

  • Priority can be modified via dropdown.

  • Assignee can be selected from the available technicians.

  • The Assign to me shortcut allows immediate self-assignment.

This ensures accountability and clear ownership of the ticket lifecycle.


Reporter Information

The Reporter section includes:

  • Full name

  • Email address

  • Group membership

  • Job title

  • Location

This provides organizational context and enables targeted communication.


Linked Device Context

If the ticket is associated with a managed device, the system displays:

  • Device name

  • Serial number

  • OS version

  • Model

  • Ownership type

This tight integration between ticketing and device management allows technicians to:

  • Cross-reference device health

  • Validate OS compatibility

  • Identify ownership classification (e.g., company-owned)


Internal Notes

The Internal notes section enables technicians to document operational updates that are not visible to the reporter.

To add an internal note:

  1. Scroll to the Internal notes section.

  2. Enter text in the note field.

  3. Save the update.

This is used for:

  • Diagnostic steps

  • Escalation notes

  • Technical observations

  • Coordination between team members


Ticket Lifecycle in MSP

At a system level, the MSP ticketing workflow supports:

  • Multi-organization visibility

  • Role-based assignment

  • Status-driven lifecycle control

  • Contextual linking to users and devices

  • Priority-based operational handling

Tickets function as structured service objects that maintain traceability, accountability, and resolution history across the MSP environment.

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