# How to Create a Ticket (Report an Issue)

**Overview**

Creating a ticket is the standard way to report incidents or technical issues to the support team. BoolDesk provides two convenient ways to initiate a ticket: directly from the user self-service portal or via the quick-action menu for analysts.

#### **Step-by-Step Guide**

**1. Initiate the Ticket**

You can start a new ticket using one of the following methods:

* Method A: From the Self-Service Portal (For Users) On the main home screen, locate the Report an Issue card and click on it. This is the standard method for end-users.
* Method B: From the Quick Action Menu (For Analysts) If you are working inside the system, click the plus icon (+) (1) in the top header. From the menu that appears, select Ticket (2).

<figure><img src="/files/NKS9KkNTSFCLVaBPHHj1" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/PLUVExZJiUZgbfmfqRhP" alt=""><figcaption></figcaption></figure>

**2. Fill in the Incident Details**

The "Report an Issue" form will appear. Fill in the necessary details to help the support team understand and prioritize the problem.

* Classification: Select the Urgency (e.g., Medium) and Impact (e.g., Only Me) to establish priority.
* Categorization: specific the Category (e.g., IT), Subcategory (e.g., Hardware), and the specific Item (e.g., Device Install) related to the issue.
* Requester: Confirm the user experiencing the issue is listed in the Requester field.
* Description: Enter a clear Subject (e.g., "Install the new 3D printer") and a detailed Description of the problem or request.

**3. Submit the Ticket**

* You can optionally attach screenshots or logs using the Attach a file button.
* Click Submit to finish. The ticket will be created and assigned a unique ID for tracking.

<figure><img src="/files/o8O8IQKnDLfUz26Q2jZw" alt=""><figcaption></figcaption></figure>


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