Tickets & timeline
Tickets are tasks: send a proposal, follow up after a call. The timeline is the history of what happened with a contact: calls, meetings, emails, notes.
Tickets
Section titled “Tickets”Create a ticket
Section titled “Create a ticket”Open the Tickets tab and click Create ticket, or ask the assistant (“Remind me to send Marco the security pack by Friday”).
| Field | Notes |
|---|---|
| Title | Required |
| Description | Optional |
| Priority | Low (default), Medium, High or Urgent |
| Status | Pending, In progress or Done |
| Deadline | Optional. It cannot be in the past. |
| Assignee | One person. Defaults to you if left empty. |
| Link to event | Optional. Links the ticket to a timeline event, and so to a contact. |
A ticket past its deadline shows how many days overdue it is.
Who can change what
Section titled “Who can change what”| Action | Who |
|---|---|
| Edit the title, description, priority, deadline or assignee | The ticket’s owner (the person who created it) |
| Change the status | The owner or the assignee |
| Delete the ticket | The owner |
| Delete a comment | Its author, or an Admin or Owner |
Notifications
Section titled “Notifications”You are notified when:
- a ticket is assigned to you;
- a ticket you work on is updated (never for your own changes);
- someone comments on a ticket you created or are assigned to.
@mention a teammate in a comment to notify them.
Find tickets
Section titled “Find tickets”Filter the list by Status, Priority, Assignment (My Tickets or Assigned to Me) and Campaign. Sort by deadline, date created or priority.
Timeline
Section titled “Timeline”Each contact has a timeline of events, newest first. Open a contact and choose Log event to add one.
| Field | Notes |
|---|---|
| Type | Required. One of your workspace’s event types. |
| Title | Required, up to 35 characters |
| Content | Required |
| Create ticket | Optional. Creates a follow-up ticket linked to this event. |
The assistant also writes to the timeline, for example when it imports discovered leads or looks up a contact.
Event types
Section titled “Event types”Event types are the kinds of activity you track, such as Call, Meeting or Demo. Manage them in Settings → Event types.
- Only an Admin or the Owner can create, edit or delete event types.
- Names are unique in the workspace.
- kōdlo creates a few system types for the assistant’s own events (for example signals and sent messages). These cannot be deleted.