I’ll share some examples I have, but interested if anyone has Worksheets build outs they have found useful.
There are a lot of interesting automations with Worksheets and ways to have them auto attached: Ticket Custom Field Type, Ticket Automations, Agent Contact Form, Widget Flow etc
- Access Request
- Antivirus
- Asset Inventory Checklist
- New Computer
- New User Setup
- New Employee
- IT Change Management
- Termination
- Ad-Hoc - You can also build the worksheet as you go, great way to track your troubleshooting steps since you get a time stamp of the step, see screenshot at the end.
Access Request
Antivirus
Asset Inventory Checklist
New Computer
New User Setup
New Employee
IT Change Management
Termination
AdHoc:
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We have some of these built out to audit parts of the stack, setup in recurring tickets with the worksheets linked.
Is this referring to the “Will show on ticket PDF if tag is included”? I’ll say that within our workflow I don’t believe we have ever used a ticket PDF, its all email communication and then invoice.
If there is a “Tag” that can be thrown into the body of a ticket to link the results of the worksheet as a ticket comment, there should be a button at the bottom of worksheet for something like “Copy tag” so it can be easily used. (or alternatively, “post worksheet results as ticket comment”)
Awesome, thanks! I missed the other post.
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We are using worksheets for new hire setups, terminations, workstation decommissioning and some typical scheduled “auditing of client services”.
I will mention that we only use them as “checklists”. Entering data is a shortcoming of this feature, as we don’t see or find a way to reference the data input into the worksheet fields.
We rather put all of the relevant data into ticket notes, so it can be searched (lol, funny joke) also so that the ticket notes show within the labor line item on customer invoices.
It would be amazing say you “finish” a worksheet, and then all of the lines of the worksheet be converted to a ticket note, that would be SWEET.
Great idea! What are some Bullet-point items you would include?
I toyed with trying to build out a Quarterly Business Review, since you can share the Worksheet results with the Enduser. Not sure how useful this would be compared to a built-out report, but might also work for an Initial Client Assessment or similar.
It would be amazing say you “finish” a worksheet, and then all of the lines of the worksheet be converted to a ticket note, that would be SWEET.
I think this is a great idea! or maybe even convert to ticket note AND email worksheet results to End User. Being able to link a Worksheet with time/tracking labor point is also an interesting idea.
There are two tags you can add into the Email Templates.
{{ticket_worksheet_tables}}
{{ticket_worksheet_tables_compressed}
I added this to a Ticket Comment Template Email:
Results:
unless i am missing it, it would be great to have the capabilities to run a script once a worksheet is completed.
Are we able to import the worksheets you created?
@daniel.hedges you mentioned attaching a Worksheet to an agent contact form, is this a current feature? I am not seeing the option.
Looking for a way to have customers submit new user/e-mail requests via the system tray.
@daniel.hedges you mentioned attaching a Worksheet to an agent contact form, is this a current feature? I am not seeing the option.
Looking for a way to have customers submit new user/e-mail requests via the system tray.
If you want the End User to fill out a Custom Form you need to build a Custom Ticket Type and Custom Widget Flow, which I outlined in this community post .
Optionally you can watch (before the Q and A in the 7-11-25 Power Hour Webinar) a setup walkthrough I did that matches with the community post.
Each Custom Widget has its own URL which you add to the System Tray
Incase others are interested in other Agent Contact Form, Worksheet, etc functionality, I describe other aspects to consider below:
For Technician ONLY facing Worksheets, they can be auto-attach to a ticket based of the Custom Field Type of Ticket it is.
You can have different Agent Contact Forms open tickets in specific “Custom Field Ticket Types”
Steps for setup:
- Find the Ticket Custom Field Types page in Admin
- In my example I have a custom field type called “New User / Hire Request”
- Bottom Left you can set the Worksheets to attach to the ticket automatically.
- For the Agent Contact Form, you can have different Contact Forms open up in a Specific Custom Field Ticket Type
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