How-to guide · ⏱ 15 minutes
Your first day as a teammate
Just invited to your company's TicketStacker? Join, find your work, plan your day and work a ticket from start to finish.
Your company tracks its requests and to-dos in TicketStacker, and someone just added you. This guide takes you from the invite to your first finished ticket. You don't need to set anything up: your Admins already did.
1. Join your company
You got in one of two ways:
- An invite email. Open its link. You'll see who invited you and your role. Click Create an account, or I already have an account if you have one. Use the email address the invite was sent to, so it matches. Already signed in? Click Accept invite.
- A join code or QR code. Scan the poster, or open the link, and make your login. Any email address works, including a personal one. Already signed in? Scanning joins you right away. Only have the code itself? After you make your login, type it under I'm joining my team and click Join.
The first time, you'll be asked to accept the Terms of Service. Click Accept and continue. (Signing in)
2. Signing in next time
Go to app.ticketstacker.com and sign in the way you joined: Google, Microsoft, or your email and password. Forgot your password? Click Forgot password?, or choose Email me a sign-in link and use the link we email you. (Signing in)
3. Read your welcome card
Your Home starts with a welcome: the company you joined, the stacks you can open, and three first moves: See what's mine, Plan my day and Choose my emails. Click Got it when you're done. Everything on it stays in the left menu. (You joined a team)
Don't see a stack you need? Some are private. Ask whoever invited you to add you.
4. See what's yours
My Tickets lists every open ticket you own, across all your stacks: which stack it's in, the step it's in and how long it's been there, when it's due, and anything Blocked. Click one to open it. (Your Home screen)
5. Plan your day
My stack today on Home is your list for today. Click Plan my day and pick the tickets you'll get through. Check them off as you go.
- Up for grabs shows work waiting in your team's or store's queues that nobody has yet. Click I'll take it and it's yours.
- On any ticket, click + Add to my day to put it on your list.
- Didn't finish something? The next day, Home offers to add it to today again.
6. Work a ticket
Open a ticket. Everything about the request is on one page. (Working a ticket)
- Move it along. When something happens, pick the next step in Status and step at the top. If the stack needs something first, you'll see Blocked: and exactly what's missing. (Moving tickets)
- Comment. Type in Comments and click Send. Internal comments stay with your team. Public ones are emailed to the person who asked. When in doubt, use Internal. (Comments and @mentions)
- Mention someone. Type @ and pick a name to pull a coworker in. They get a notice.
- Add photos and files. Use + Add file on the ticket's file field. Click a picture or PDF to open it right on the page.
- Track time. If your company uses it, click Start timer when you begin and Stop timer when you're done, or Log time afterwards, like 1h 30m. (Time tracking)
- Watch it. Click Watch to get updates on a ticket you don't own, and Stop watching when you're done.
Finished? Move it to the last step. It leaves your open lists.
7. Choose your emails
The bell at the top shows your notices: mentions, tickets assigned to you, tickets you own that are blocked, and customer replies. Click Mark all read when you've caught up.
To decide which of those also come by email, open Settings → Notifications. Under Email me when, turn off anything you'd rather only see under the bell, then click Save notifications. (Notices and emails)
8. Set up your profile
In Settings → My profile, click Upload photo and drag to crop it (then Save photo), so coworkers see your face on tickets, comments and People instead of your initials. Check Your name and your Time zone, so due dates and times show your clock, and add Pronouns or About you if you like. Your phone and birthday stay private unless you turn on Show my email and phone to coworkers or Show my birthday to coworkers. Pick whether stacks open as a List or Kanban board. Click Save profile. (Your profile)
9. What else your company might use
You only see what your company turned on. Look in the left menu:
- Announcements: news for the team. New ones show on Home until you read them. If one asks, click I've read it. (Announcements)
- Training: your trainings, one step at a time. Read or watch, then click I've read it or I watched it; answer questions with Submit answer; sign policies with Sign. (Training checklists)
- Work schedule: if your company uses When I Work, see who's Working now and your shifts for the Week. (When I Work schedules)
- Queues: shared work for your team or store. See Queues.
10. On your phone
TicketStacker works in your phone's browser; there's nothing to install. Go to app.ticketstacker.com and sign in. Tap Menu at the top for the left menu. Home, My Tickets, comments and photos all work the same, so you can snap a picture of a repair and add it right there.
Related
- You joined a teamJust got invited, or scanned a join code? Here's what you'll see first and the three things to do.
- Your Home screenWhat's due, what you're doing today, what changed, and who mentioned you, all in one place.
- Today's StackPick what you'll get done today, check it off as you go, and see what your team is working on.
- Working a ticketEverything on a ticket page: the step, owner, due date, fields, files, comments, watchers, tags and history.
- Comments and @mentionsKeep the conversation on the ticket, pull people in with @, and choose what the requester sees.
- Notices and email settingsThe bell shows what needs your attention. Choose which of those also come by email.
Still stuck? Email hello@ticketstacker.com. A real person reads every message.
