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Example: Service Desk (IT Support)

This section shows how the platform's primitives — entities, state models, automations, and processes — come together into a complete service desk scenario. This is the content of the IT Support preset, which you can select during initial setup.

Creating a ticket

  1. In the left menu, select Tickets
  2. Click the Create button in the top-right corner
  3. Fill in the form
  4. Click Save

After saving, the "Ticket lifecycle" process starts automatically: the ticket gets a number, and a notification is sent to the people responsible.

Ticket fields

FieldRequiredDescription
SubjectYesA brief description of the issue
DescriptionNoA detailed description: what happened, steps to reproduce
PriorityNoLow / Medium / High / Critical
CategoryNoType of request (determines SLA and responsible parties)
RequesterNoFilled in automatically with the current user
AssigneeNoAssigned by a manager after creation
DeadlineNoCalculated automatically from the category's SLA
AttachmentsNoScreenshots, logs, files

Priorities

PriorityWhen to use
CriticalComplete service outage, many users affected
HighSerious problem, no workaround available
MediumProblem interferes with work, but a workaround exists
LowMinor glitch, can wait

Submitting through the self-service portal

If your organization has a public portal configured, a ticket can be submitted without signing in. See the Portals section for details.

Ticket lifecycle

A ticket uses a state model with a fixed chain of statuses. Transitions are restricted — you can't move a ticket to an arbitrary status, only to an allowed one.

         ┌──────────────────────────────────────────┐
         │                                          ↓
New → Assigned → In Progress → Waiting → Resolved → Closed
  │          │          │
  └──────────┴──────────┴──────────────────────────→ Rejected
StatusColorWho changes itAllowed transitions
NewBlueSystem (on creation)→ Assigned, Rejected
AssignedIndigoManager→ In Progress, Rejected
In ProgressPurpleAssignee→ Waiting, Resolved
WaitingAmberAssignee→ In Progress
ResolvedGreenAssignee→ Closed, In Progress
ClosedGrayRequester / system— (final)
RejectedRedManager— (final)

The status can be changed either on the ticket card (the Status field shows only allowed transitions) or inline, directly in the table.

What happens on each transition

New → Assigned. The manager assigns an assignee in the Assignee field — this automatically moves the status to "Assigned" via the "Accept ticket" BPMN task. The assignee receives a push notification: "A ticket has been assigned to you: [name]". Moving to "Assigned" also calculates the deadline from the category's SLA: Deadline = Assignment date + SLA hours from the category.

Assigned → In Progress. The assignee starts working. The status changes manually or via the "Resolve issue" BPMN task.

In Progress → Waiting. The assignee is waiting on something: a reply from the requester, equipment delivery, system access. The requester receives a "Waiting for your reply" notification.

In Progress → Resolved. The assignee fills in the Resolution field and changes the status. The requester receives a "Resolved — please confirm" notification.

Resolved → Closed. The requester confirms the resolution. It can be moved back to "In Progress" if the problem recurs.

→ Rejected. The ticket isn't accepted for work (duplicate, out of scope, incorrectly filed). Final status.

Assigning an assignee

  1. Open the ticket card
  2. Click the Assignee field
  3. Start typing a name — a list of employees appears
  4. Select the right one
  5. Save (or the field saves automatically)

The assignee receives a notification.

SLA and deadlines

SLA is configured in Categories (the "SLA, hours" field). When a ticket is assigned, the Due date field is filled in automatically.

If no deadline is set through the category, the assignee can set it manually.

Overdue tickets can be found with a filter: the due_date field is earlier than today's date.

In the tickets table:

  • Search bar (top) — searches by subject, description, and number at once
  • Column header filter — by a specific field

Useful filter combinations:

TaskFilters
My tasksAssignee = [me]
Urgent open ticketsPriority = Critical + Status = New/Assigned/In Progress
OverdueDeadline = before today + Status ≠ Closed
Waiting for a replyStatus = Resolved
Tickets by categoryCategory = [needed one]

Categories and responsible parties

Categories are a directory of request types (implemented through categorization). Each one defines:

  • Name — IT Equipment, Software, Network, etc.
  • Responsible party — a default group or employee
  • SLA (hours) — maximum time to resolution

Tickets without a category don't get an automatically calculated deadline.

Attachments

Files of any type can be attached to a ticket: screenshots, logs, documents.

  1. Open the card
  2. Drag files into the Attachments area, or click to select them

Attachments are available to anyone with permission to read the ticket.

Ticket notifications

The system automatically sends notifications on each status transition:

EventWho receives it
Ticket createdIT Support managers
Assignee assignedAssignee
Status → In Progress, Waiting, Resolved, RejectedRequester
Ticket closed

Notifications arrive in the bell icon and (if configured) by email / Telegram. See the Notification Channels section for details.

Orbita ITSM documentation