Schedule tickets for a later date or on a recurring schedule to easily manage future support tasks and technician schedules. Manually enter the schedule, or generate a schedule with Atera's AI ticket scheduler. Scheduled tickets will remain in draft and won’t go live or count towards your SLA, until their scheduled times, and can be edited or deleted at any time.

Note:

• The ticket will only go live on the scheduled date and time. Once live, the ticket will automatically be moved to the Tickets tab. 
• Each new ticket created from the recurring scheduled ticket will have a unique ticket number.
• A recurring scheduled ticket will have a label, indicating it as Recurring. A one-time ticket will be labeled as One time

Schedule a ticket

1. From Tickets (on the sidebar), click New ticket.

The New ticket page appears.

2. Fill in the relevant fields.
Note: An asterisk (*) indicates a mandatory field.

3. Click Schedule ticket (on the bottom of the ticket). Then select Generate with AI or Enter manually to create the schedule.

Generate with AI

4. Describe the ticket schedule instructions in plain text, or click an item from the drop-down list of examples for some inspiration. 

Note: Specify to the AI generator whether the ticket should be recurring or a one-time ticket.

5. Click Generate. 

The schedule appears within the ticket.

6. Continue filling in any relevant information on the ticket. Then click Create (top right). 

The new, scheduled ticket appears in the Scheduled tickets tab.

Enter manually

4. Select the frequency, interval, and time to create the ticket.

5. Continue filling in any relevant information on the ticket. Then click Create (top right). 

The new, scheduled ticket appears in the Scheduled tickets tab.

Edit a scheduled ticket

To edit a scheduled ticket:

1. From Tickets (on the sidebar), click the Scheduled tickets tab.

2. Select the scheduled ticket. The Edit scheduled ticket page appears.

3. Make the required changes to the ticket fields and/or the ticket schedule. Then click Update (top right).

Delete a scheduled ticket

To delete a scheduled ticket:

1. From Tickets (on the sidebar), click the Scheduled tickets tab.

2. Check the boxes next to the scheduled ticket(s). Then click the Delete icon ().

A confirmation window appears.

3. Click Delete.