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Tasks & Workflows · Tickets

Work a ticket in a workflow

Updated on 3 min Open in Cenedril

Goal Create a ticket in a workflow, fill it in, assign it and move it through the individual statuses to completion.

In Cenedril you work a ticket under Tasks & Workflows on the My Processes page. There you create a ticket from a workflow type with New Ticket, fill in the form, assign it to a person if needed, and move it step by step through the statuses using the Workflow Handoff. The progress is always visible in the diagram in the sidebar, until the ticket reaches a final status.

Create the ticket

Open My Processes

Under Tasks & Workflows open the My Processes page. Tabs at the top group your tickets: under To process you find My To Do’s, Open Tasks and My Completed Tickets, while My requests holds Ongoing Requests and Completed Requests. The Workflow, Priority and Status fields filter the list.

The “My Processes” page with the “To process” and “My requests” tab groups and the filters below them.

Start a new ticket

Click New Ticket in the top right. A selection window titled Create New Ticket opens and prompts you: Select a workflow type:. Each available workflow type appears as a button with its name and description.

The selection window lists the available workflow types to choose from.

Pick a workflow type

Choose the matching workflow type from the list. Cenedril creates the ticket and opens the ticket detail page with the form of the selected workflow.

Fill in and assign the ticket

Fill in the form

In the Ticket Details area you fill in the workflow’s fields. Which fields appear and which are visible or required in the current status follows from the workflow.

Assign an assignee

In the sidebar, under Assignee, use the Assign to someone… field to set the responsible person. Cenedril shows only authorized people. If no one suitable is listed, No eligible assignees found appears.

Save the ticket

Click Save. Always save before selecting a handoff so that your entries feed into the condition check of the next steps.

Move through the statuses

Choose the workflow handoff

In the Workflow Handoff area the possible next steps appear as buttons. The note Please save the ticket before selecting a handoff option. sits above them. An executable handoff is highlighted in color, a blocked one appears greyed out.

The Workflow Handoff with the next steps. The info icon shows open required fields, conditions and the authorized role.

Check the conditions

If a handoff is greyed out, hover over the info icon next to the button. A short overview shows the permitted role under Authorized and, per condition, a green check (met) or a red cross (open). Fields marked Required must be filled in. Add the missing entries in the form and save again.

Run the handoff

Click the handoff you want. A window with the step’s title opens and offers an optional Comment (optional) field. Enter a reason if needed and click Execute. The ticket moves to the new status and the Workflow Progress in the sidebar advances.

Reach completion

Repeat filling in, saving and handing off until the ticket reaches a final status. The green Completed notice then appears with the text This ticket is in a final status. The form can no longer be changed.

Result: the ticket moves through the workflow’s statuses, every handoff is recorded in its history, and in the final status the sidebar shows “Completed”. Through the comments and the optional handoff comments it stays traceable who ran which step and why.

Frequently asked questions

Why is a handoff button greyed out?

A handoff can only run when all of its conditions are met. Hover over the info icon next to the button. It shows which required fields are still missing, which field condition is unmet and which role is authorized. A green check means met, a red cross means open.

Do I have to save before a handoff?

Yes. Save the ticket with the “Save” button before you choose a handoff. The note “Please save the ticket before selecting a handoff option.” is a reminder so that your form entries feed into the condition check.

Who can work a ticket?

Whoever created a ticket or is assigned to it can fill in and save the form. Which person may run a specific handoff depends on the role defined in the workflow. Under “Assignee” you can assign the ticket to an authorized person.

What does a final status mean?

When a ticket reaches an end status, the green “Completed” notice appears with the text “This ticket is in a final status.” The form can no longer be saved and no further handoffs are available.

What are the comments on a ticket for?

In the “Comments” area you record questions, reasons and agreements directly on the ticket. When you run a handoff you can also add an optional comment that explains the status change.