# Tickets

**Tickets** are used to track support requests, action items, repairs, investigations, and follow-up tasks within Hardfin. Tickets provide a structured way to manage work that needs to be done, whether related to specific assets, projects, or general organizational tasks.

{% hint style="info" %}
**Understand ticket relationships**

A **ticket** can be *attached* to any number of **assets** and **projects**.

A **ticket** can be *assigned* to a **team member**.
{% endhint %}

## Ticket details

Tickets are organized by **status** and by **category**.

### Status

Tickets have two possible statuses:

* **Open** - The ticket is active and requires attention
* **Closed** - The ticket has been completed and closed

When a ticket is first created, it starts with an **Open** status. As work progresses, the ticket can be updated and eventually **Closed**.

### Category

Each ticket must be assigned one of the following categories to help organize and classify the type of work:

* **Todo** - General tasks or items that need to be completed
* **Check** - Inspection or verification tasks
* **Defect** - Issues or problems that need to be addressed
* **Repair** - Maintenance or repair work required on equipment
* **Miscellaneous** - Miscellaneous items that don't fit other categories

Categories help teams filter and prioritize tickets based on the type of work involved.

## View tickets

Tickets can be viewed and filtered in several ways.

### List all tickets

Navigate to the [tickets page](https://assets.hardfin.com/tickets) to see all tickets in your organization, including basic information such as title, category, and assignee.

<figure><img src="/files/AzPNbBF8G0CgfgQHf3Xw" alt=""><figcaption><p>Full ticket list view</p></figcaption></figure>

### View tickets for an asset

To see all tickets related to a specific asset:

1. Navigate to the asset details page
2. Click on the "Tickets" tab
3. Tickets attached to this asset will be displayed

### View tickets for a project

To see all tickets related to a specific project:

1. Navigate to the project details page
2. Click on the "Tickets" tab
3. Tickets attached to this project will be displayed

### View ticket details

Clicking on the ticket title goes to the **ticket details page**. The ticket details page includes all information about the ticket and its history.

<figure><img src="/files/Ywq25TmTsW0GCUVWlOJT" alt=""><figcaption><p>Ticket details page</p></figcaption></figure>

Tickets details also include a full audit log of the changes made to the ticket over time. [Learn more about audit logs in Hardfin.](/monitor-the-details/audit-log.md)

## Create a ticket

Tickets can be created in several ways depending on your workflow. When creating a ticket, the following fields are available:

**Required fields**

* **Title** - A brief summary of the ticket
* **Description** - Detailed information about the work to be done
* **Category** - Select from the available categories listed above

**Optional fields**

* **Assigned to** - Select a team member to handle this ticket
* **Assets** - Attach one or more assets to the ticket
* **Projects** - Attach one or more projects to the ticket

### Create from tickets page

Navigate to the [tickets page](https://assets.hardfin.com/tickets) and click "Open ticket" to create a new ticket. This creates a standalone ticket that can later be attached to assets or projects as needed.

<figure><img src="/files/3dFFrCGog26xRspdL9fe" alt="" width="563"><figcaption><p>Create standalone ticket window</p></figcaption></figure>

### Create from an asset

To create a ticket directly attached to an asset:

1. Navigate to the asset details page
2. Click on the "Tickets" tab
3. Click "Open ticket"
4. The ticket will be automatically attached to the asset

You can also use the "Open ticket" quick action button on asset detail pages to quickly create a ticket attached to that asset.

### Create from a project

To create a ticket directly attached to a project:

1. Navigate to the project details page
2. Click on the "Tickets" tab
3. Click "Open ticket"
4. The ticket will be automatically attached to the project

You can also use the "Open ticket" quick action button on project detail pages to quickly create a ticket attached to that asset.

## Edit a ticket

All ticket fields can be edited from the ticket details page. The following fields can be edited:

* **Title** - Update the ticket summary
* **Description** - Modify the detailed description
* **Category** - Change the ticket category
* **Status** - Update the ticket status
* **Assigned to** - Reassign the ticket to a different team member

Changes to ticket fields are automatically tracked in the ticket's audit log.

## Attach a ticket to assets or projects

Tickets can be attached to one or more assets and projects to track work related to specific assets and projects:

1. Open the ticket details page
2. Click "Attach" on the assets or projects section
3. Add or remove assets or projects as needed
4. Click "Save"

Attaching assets to tickets helps track which equipment requires attention and provides a clear history of work performed on each asset. Attaching projects to tickets is particularly useful for tracking installation work, repairs during a service contract, or follow-up tasks related to customer projects.

## Add files to tickets

Files can be attached to tickets to provide supporting documentation, photos, or other relevant materials:

1. Navigate to the ticket details page
2. Click on the "Attachments" section
3. Click "Upload file"
4. Select the file to upload
5. The file will be attached to the ticket

Hardfin accepts all file formats. Attached files can be viewed, downloaded, or deleted from the ticket details page.

## Add notes to tickets

Notes provide a way to add timestamped comments and updates to tickets:

1. Navigate to the ticket details page
2. Click on the "Notes" section
3. Click "Add note"
4. Enter your note content
5. Click "Add"

Each note is automatically timestamped and attributed to the user who created it. Notes are useful for:

* Documenting progress on the ticket
* Recording communications about the work
* Adding updates or findings
* Explaining decisions or changes

Notes can be viewed, edited, and deleted from the ticket details page.

## Close a ticket

When work on a ticket is finished, the ticket should be closed:

1. Navigate to the ticket details page
2. Click "Close ticket"
3. Optionally provide a reason for closing the ticket

Closing a ticket sets its status to **Closed**.

## Reopen a ticket

If a closed ticket needs additional work, it can be reopened:

1. Navigate to the closed ticket's details page
2. Click "Reopen ticket"
3. Optionally provide a reason for reopening the ticket

Reopening a ticket sets its status back to **Open** and clears the closed information, allowing work to continue.


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