How to Check Your Assigned Tickets
To see your assigned tickets, you need to create a custom view. Start by clicking on Add View, then select Account to assign. This will filter the list to show only tickets assigned directly to you.
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How to Re-assign Tickets (for TLs)
First, navigate to the main tickets dashboard. Click on + Add view to start creating a custom filter.
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From the list of available views that appears, select Account to assign. This view is pre-configured to show tickets that are pending assignment.
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To narrow down the tickets to a specific person, click on the Advanced filters button.
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The filter panel will appear on the right. Click the Edit filters button to modify the criteria.
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In the filter settings, locate the Payment approver field. Click on it and change the selection from "Me" to the name of the team member who is away.
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The list will now show only the tickets for that user. Select all the tickets you need to re-assign by clicking the master checkbox at the top of the list.
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After selecting the tickets, a toolbar will appear at the top of the list. Click on the Edit button to begin the bulk update process.
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A "Bulk edit" window will pop up. In the "Property to update" search box, type and select Payment approver.
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Another dropdown menu will appear. Click on it to see a list of team members.
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From the list, select the name of the person you want to assign the tickets to.
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With the new assignee selected, click the "Update" button to finalize the re-assignment.
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Live Reports Dashboard
Click the button below to view the live reports dashboard on HubSpot. This provides real-time data and insights on ticket metrics and team performance.
View Live Report