> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Open and Assign Client Tickets

> Read, assign, and respond to client tickets

Support tickets help you connect with your clients. Answer questions, resolve problems, build trust, and retain customers. The Upmind ticket system is easy to learn and even easier to use.

## Opening the ticket page

From the main dashboard, there are two ways to open the tickets page.

1. Click the Active tickets tile. Or

<Frame caption="Click Active tickets tile">
  <img src="https://mintcdn.com/upmind/1xguIfYUrfespmVI/images/fb/8641b4842f887e73.png?fit=max&auto=format&n=1xguIfYUrfespmVI&q=85&s=92cdf79164ea43b9ed24d997285d73b7" alt="d-1.png" width="1546" height="621" data-path="images/fb/8641b4842f887e73.png" />
</Frame>

2. Click Support on the left menu.

<Frame caption="Active tickets">
  <img src="https://mintcdn.com/upmind/pcUdSuxUJ6LgBXnd/images/fb/a04ab04cea58daa7.png?fit=max&auto=format&n=pcUdSuxUJ6LgBXnd&q=85&s=831cb15d45b75abe1e8cf42f787da12f" alt="a-1a.png" width="1185" height="892" data-path="images/fb/a04ab04cea58daa7.png" />
</Frame>

* The Tickets page displays.

<Frame caption="Tickets page">
  <img src="https://mintcdn.com/upmind/kAlrCUxI2nwYz4_i/images/fb/1f396bce40873676.png?fit=max&auto=format&n=kAlrCUxI2nwYz4_i&q=85&s=813a67d3f46dbe57a70fd7b6776bbca2" alt="a-2.png" width="1387" height="885" data-path="images/fb/1f396bce40873676.png" />
</Frame>

## Sorting tickets

On the left menu, Upmind gives you five filters to sort tickets:

* label

* status

* department

* open time

* spam filter

<Frame caption="Filter tickets">
  <img src="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/3e1ae956fd31f9c0.png?fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=0505d7d2a85f6e3e7b4bbb277c83e62c" alt="a-3.png" width="450" height="611" data-path="images/fb/3e1ae956fd31f9c0.png" />
</Frame>

### Opening a ticket

The centre window displays a list of tickets and summary information. The page also provides display options.

To review a ticket in detail, click a ticket name.

<Frame caption="Ticket status">
  <img src="https://mintcdn.com/upmind/ObllJJl59DabnmMn/images/fb/d1b984ae22da66ac.png?fit=max&auto=format&n=ObllJJl59DabnmMn&q=85&s=d2c26b06d2e688627c1c18301717db52" alt="a-5a.png" width="1478" height="684" data-path="images/fb/d1b984ae22da66ac.png" />
</Frame>

## Assigning a ticket

Every ticket needs a participant (the person responsible for taking action on a ticket). An admin user can become the participant by clicking the **Take ticket** button.

<Frame caption="Take ticket button">
  <img src="https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/3721d11336f1d21b.png?fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=b786a1c0309848f2a43aa82538c61e02" alt="a-6a.png" width="1396" height="585" data-path="images/fb/3721d11336f1d21b.png" />
</Frame>

Admin users can also assign a ticket to another user.

1. Click the three-dot button and select Manage participants.

<Frame caption="Manage participants">
  <img src="https://mintcdn.com/upmind/z5ofg3t7by4uN44v/images/fb/f1a35f525b073519.png?fit=max&auto=format&n=z5ofg3t7by4uN44v&q=85&s=70f8f814b85bc654a3342d88d9c24b38" alt="a-7.png" width="1399" height="402" data-path="images/fb/f1a35f525b073519.png" />
</Frame>

2. On the list of Users, locate the participant and click the Add button.

3. Click Save.

<Frame caption="Click Add button">
  <img src="https://mintcdn.com/upmind/Dgjmf3QWYVBR40cE/images/fb/5c8bd548870f8579.png?fit=max&auto=format&n=Dgjmf3QWYVBR40cE&q=85&s=33ccf5455af4594cf3e4c0095905d17b" alt="a-8.png" width="1736" height="471" data-path="images/fb/5c8bd548870f8579.png" />
</Frame>

## Removing an assigned participant

To remove a participant from a ticket:

1. Click the ticket in the centre window.

2. Click the three-dot icon.

3. Click Unassign user.

<Frame caption="Unassign user">
  <img src="https://mintcdn.com/upmind/pcUdSuxUJ6LgBXnd/images/fb/a4f3f8a3459703da.png?fit=max&auto=format&n=pcUdSuxUJ6LgBXnd&q=85&s=81c0e5c43635c43ea1f49cbfbab3490e" alt="a-9a.png" width="1393" height="382" data-path="images/fb/a4f3f8a3459703da.png" />
</Frame>

## Reading a ticket

The ticket thread starts in the bottom right corner of the screen. Click the Attachment or Notes menu tabs to view additional information (if available).

<Frame caption="Ticket thread">
  <img src="https://mintcdn.com/upmind/z5ofg3t7by4uN44v/images/fb/ee37ee54c93f5356.png?fit=max&auto=format&n=z5ofg3t7by4uN44v&q=85&s=e5ccef86374222049df33427b3f36bb7" alt="c-1.png" width="1501" height="690" data-path="images/fb/ee37ee54c93f5356.png" />
</Frame>

## Posting a reply

1. Write a reply in the blank field in the ticket thread.

2. Click Post reply to send a response to the client and add the message to the ticket thread.

3. Click Attach files to attach images or documents. (optional)

<Frame caption="Post reply">
  <img src="https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/70c874a0a2d32bcc.png?fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=381ac14a8d9ad9c07f9f988751160948" alt="c-2.png" width="1478" height="641" data-path="images/fb/70c874a0a2d32bcc.png" />
</Frame>

* Upmind sends the reply to the client.

<Frame caption="Ticket reply">
  <img src="https://mintcdn.com/upmind/5gi4DQpw4X76kT6T/images/fb/bdd2eb1670a6b305.png?fit=max&auto=format&n=5gi4DQpw4X76kT6T&q=85&s=c8071e54f1a1abc55f50c639e6589b5b" alt="c-3.png" width="1569" height="952" data-path="images/fb/bdd2eb1670a6b305.png" />
</Frame>

## Adding a note

Users can add notes to a ticket thread. The client can read these internal comments.

1. Enter text in the field.

2. Check the Internal note box.

3. Click the Add note button.

<Frame caption="Add note">
  <img src="https://mintcdn.com/upmind/ObllJJl59DabnmMn/images/fb/cb15efe79a66d159.png?fit=max&auto=format&n=ObllJJl59DabnmMn&q=85&s=bf7e96b51c28b043f89410ee21fffd21" alt="c-4.png" width="1442" height="307" data-path="images/fb/cb15efe79a66d159.png" />
</Frame>

## Editing a note

1. Click the three-dot icon.

2. Click Edit.

3. Change the text.

4. Click Save.

<Frame caption="Edit internal notes">
  <img src="https://mintcdn.com/upmind/1xguIfYUrfespmVI/images/fb/815ad703a8279721.png?fit=max&auto=format&n=1xguIfYUrfespmVI&q=85&s=8a0fef7167e415b006c11a7e4e795ab2" alt="c-6.png" width="1467" height="443" data-path="images/fb/815ad703a8279721.png" />
</Frame>

## Changing ticket status

Participants can manually change the status of a ticket.

1. Go to the top of the screen.

2. Click the status button.

3. Select the correct status on the drop-down menu.

<Frame caption="Change ticket status">
  <img src="https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4bb0fd2197e4469a.png?fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=804b4f7bcc9ea56dae2a735c4805519c" alt="c-5.png" width="452" height="515" data-path="images/fb/4bb0fd2197e4469a.png" />
</Frame>
