How to Create Tickets in Zoho Desk | Step‑by‑Step Guide for Support Teams

Zoho Desk - How to Create Tickets in Zoho Desk

Below is a step‑by‑step guide using a structured visual format so your agents can follow it easily.

01

Open the Tickets Module

All customer issues are managed from the Tickets section.

Left Menu → Tickets

  • You will see all tickets categorized by status

  • Use filters to view Open, Closed, Overdue, or Unassigned tickets

02

Click “Add Ticket”

This option lets you manually create a new ticket.

Top‑right corner → + Add Ticket

  • Use this when a customer calls, messages on WhatsApp, or reports an issue offline

  • Ideal for internal team‑created tickets

03

Enter Customer Details

Zoho Desk links tickets to customer profiles for history tracking.

  • Enter Customer Name or select from existing contacts

  • Add Email and Phone Number if needed

  • Desk auto‑fetches past tickets for the same customer

04

Add Ticket Subject & Description

This helps agents understand the issue clearly.

  • Write a short, clear Subject

  • Add detailed Description of the issue

  • Attach images, PDFs, invoices, or screenshots if needed

05

Select Department & Category

This ensures the ticket goes to the correct team.

  • Choose Department (Sales / Service / Warranty / Billing)

  • Select Category and Sub‑category if configured

  • Helps in reporting and automation

06

Set Priority & SLA

Important

Priority decides how fast the ticket must be resolved.

  • Choose High / Medium / Low

  • SLA timer starts automatically based on priority

  • Overdue tickets trigger alerts

07

Assign the Ticket

Assigning ensures accountability and faster resolution.

  • Assign to a specific agent

  • Or leave unassigned for round‑robin auto‑assignment (if enabled)

08

Submit the Ticket

The ticket is now active and visible in the system.

  • Click Submit

  • Customer receives an automatic acknowledgment email (if enabled)

  • Agent can now reply, add notes, or update status

Summary

Creating a ticket in Zoho Desk follows this simple flow:

Tickets → Add Ticket → Customer Details → Issue Details → Priority → Assign → Submit

This ensures every customer query is tracked, assigned, and resolved professionally.

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