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
- In the left menu, select Tickets
- Click the Create button in the top-right corner
- Fill in the form
- 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
| Field | Required | Description |
|---|---|---|
| Subject | Yes | A brief description of the issue |
| Description | No | A detailed description: what happened, steps to reproduce |
| Priority | No | Low / Medium / High / Critical |
| Category | No | Type of request (determines SLA and responsible parties) |
| Requester | No | Filled in automatically with the current user |
| Assignee | No | Assigned by a manager after creation |
| Deadline | No | Calculated automatically from the category's SLA |
| Attachments | No | Screenshots, logs, files |
Priorities
| Priority | When to use |
|---|---|
| Critical | Complete service outage, many users affected |
| High | Serious problem, no workaround available |
| Medium | Problem interferes with work, but a workaround exists |
| Low | Minor 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| Status | Color | Who changes it | Allowed transitions |
|---|---|---|---|
| New | Blue | System (on creation) | → Assigned, Rejected |
| Assigned | Indigo | Manager | → In Progress, Rejected |
| In Progress | Purple | Assignee | → Waiting, Resolved |
| Waiting | Amber | Assignee | → In Progress |
| Resolved | Green | Assignee | → Closed, In Progress |
| Closed | Gray | Requester / system | — (final) |
| Rejected | Red | Manager | — (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
- Open the ticket card
- Click the Assignee field
- Start typing a name — a list of employees appears
- Select the right one
- 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.
Filtering and search
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:
| Task | Filters |
|---|---|
| My tasks | Assignee = [me] |
| Urgent open tickets | Priority = Critical + Status = New/Assigned/In Progress |
| Overdue | Deadline = before today + Status ≠ Closed |
| Waiting for a reply | Status = Resolved |
| Tickets by category | Category = [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.
- Open the card
- 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:
| Event | Who receives it |
|---|---|
| Ticket created | IT Support managers |
| Assignee assigned | Assignee |
| Status → In Progress, Waiting, Resolved, Rejected | Requester |
| Ticket closed | — |
Notifications arrive in the bell icon and (if configured) by email / Telegram. See the Notification Channels section for details.