helpdesk_mgmt_project
Integrate Helpdesk tickets with Project records so project stakeholders can view and manage tickets directly from project entities.
Key Features
- helpdesk.ticket: Tickets may link to projects, tasks, and milestones, automatically syncing the milestone with the selected task and clearing tasks that do not belong to the ticket's project.
- helpdesk.ticket: Project and task columns plus matching search filters help agents enter and filter tickets by project context.
- project.project: Project pages show total and open ticket counters with customizable labels, stat buttons, kanban shortcuts, and an action that opens the related tickets filtered on the project.
- project.project: Project searches offer an Open Tickets filter to focus on projects that still have unresolved tickets.
- project.task: Tasks display ticket counters, include kanban and stat buttons to open their tickets, and provide an Open Tickets search filter.
- project.milestone: Milestones keep track of linked tickets, expose counts, and provide buttons that open those tickets with the milestone preselected.
- helpdesk.ticket.team: Each helpdesk team can define a company-dependent default project that pre-fills new tickets.