Go to your Jetdocs workspace,
2. Click on Catalog Builder
Catalog Builder is where you can create all the processes for your company. Catalog is where you can use the processes you built using catalog builder.
3. Click on New Category
To add a category, simply click on the New Category button and you can add a card to your Catalog view.
4. Pre-built or Create your own templates.
You can either write your own descriptions or choose descriptions from one of the templates our team has created.
5. Choose from list of prebuilt template options available
Our team has already prepared descriptions for common processes most organizations need, you can choose form one of them and save yourself time.
6. Once you have everything, save the template.
Once saved the template card has been created, you can open the card and view and create specific ticket templates inside it.
7. Open the category you where you want to create a process
8. Adding a template
To add a template to the category, simply click on New Template button at the top right.
9. Start from One of Three available options
You can either create your own template from scratch, start with one of the templates our team has carefully created and edit as required, or lastly, use one of the templates your team has created for previous catalogue card.
10. Jetdocs Templates
Our team has prepared 80+ templates for different processes.
11. Search Template
We have premade filters to make our category browsing experience cleaner. You can either search template by keywords or filter them by their main card category.
12. Select the Desired Template
Once you select the template you liked, our system will automatically fill the template with information as shown below. You can edit or leave the information as it is, whichever works for you.
13. Template Settings
This is where the basic thing for template goes. Name of the template, short description, which is only shown when you are browsing it in Catalog section, and long description which is shown once you open this specific template.
14. Workflow Steps and Settings
Workflow steps and settings is where you can assign who in the organization is involved within this task. For example, a ticket needs approval from legal to go ahead, approval from marketing to prepare plan, and approval from accounting to get the budget approved. This is where you will add them all in a row.
15. Priority & SLA
Priority & SLA determines in what priority person viewing the tickets sees the tickets. The person submitting the ticket can change priority levels at their discretion but here you can choose the default recommended priority level.
Similarly, you can have a fixed time within which a ticket must be resolved and notify other users (for example managers, team leads) if the the ticket isn’t solved within the given time span.
16. Advanced Options
In the advanced options, you can choose to add default titles to the tickets. Select users who can view the tickets and comment, select who can see the template in catalog section, and show what the person attending to ticket can see in preview.
Integrations section is useful if you would like to create automations and integrate Jetdocs with other applications. More details on this can be found on our Zapier Guide. If you would want to use Zapier with this template then you can enable Zapier by clicking the checkbox.
Read more: Setting up Zapier