Welcome to Tickd. This is the ultimate guide to everything you need to know in order to run your projects and get things done.
What is Tickd?
Tickd is a simple yet powerful tool for organising your team projects, issues and more. It is a versatile project management system easily adapted to suit a range of scenarios, improve and track progress and ultimately get things done.
It is suitable for:
- Project management
- Software Development and Design
- Issue Tracking
- Bug Tracking
- Customer Support
Tickd integrates with a number of other products that you and your company are likely use every day such as email, Slack and code repositories. This makes it a good fit for any company wanting to get organised and reach their goals.
How we organise Tickd
In Tickd, its all about the tickets. Each ticket is a body of work needed completed and must be part of a project, or part of a project and milestone combined. To help, here are the definitions of each within the confines of Tickd.
- Project: a grouping of milestones and tickets for a particular set of users.
- Milestone: a set of tickets with a common deadline and goal.
- Ticket: an individual piece of work that can be assigned and prioritised to members of the project. A ticket can belong to a milestone or stand alone. Other members of the team can contribute to the conversation on the ticket and follow progress.
This guide takes you through the key pages for viewing your projects, milestones and tickets.
Create your account
If you haven't already signed up for Tickd, what are you waiting for? Go to our home page and click any one of the many "FREE SIGN UP" buttons or click here
Enter in your company name. This is a logical name used in the web address and needs to follow some rules
- No spaces
- It should be unique and between 1 and 32 characters
Don't worry. We will take out anything not permitted.
A successfully created account will take you into Tickd and present you with your personal dashboard.
Log in to your account
Anytime you want to log into Tickd after initial sign up, visit your company Tickd web address and put in your email and password.
Forgotten login details
It happens to the best of us, we forget our password and can't get back in. The log in page gives you a link "Forgotten my password" to reset it, all you need is your email address.
Alternatively, you can ask your administrator to reset it for you.
If you are one of those people with 15 email accounts, you might have forgotten your login email too. You can try the "Forgotten my password" link with the one or ones you think it might be. You will only get an email if it is a valid user account in your Tickd company. Failing that, contact your administrator and they can check your account and let you know the right log in details.
The following few sections are a quick run down of the main pages and what they can do for you.
When you first login to Tickd, you are taken to your Dashboard. This shows all the projects that you have access to and some convenient links that are pertinent when managing your workload.
On the left you will find some useful links such as tickets assigned to you and recently updated tickets. On the right you will find a ticker feed of latest activity.
The New button
Our brightest new feature in recent months is the "+New" button in the top Nav. You can create all the key elements, projects, milestones, tickets and users from this button and it appears on every page. Just click on it for options.
The project page
On this project overview you’ll see various perspectives on the work that relates to this individual project. Project breakdown is on the left panel, and project activity is on the right.
On the left panel are tickets that can be viewed by milestone, priority, tag or assigned user. Depending on your role, tickets and milestones can also be created from here as well as inviting new users to the project.
Three icons appear in the white top menu bar. These are:
- add user
- add ticket
- milestone/ticket planner
The planner is an excellent way to enter your tasks into Tickd quickly.
Click here to skip to the milestone/ticket planner for more information.
You can use the "+New" button to add tickets, milestones or users too.
There are a number of filters available for tickets. You can view tickets by priority, status, tags and individual users, click to be taken to a list of tickets that match your chosen criteria.
The "First Milestone" box, shows you some summary information, for instance, the goal date. Click the box and you will to be taken to the list of tickets that are associated to this Milestone. Milestones are ordered alphabetically here.
For a detailed breakdown on project options and functionality please visit the project help section.
The milestone page
A milestone is a group for containing related tickets. These tickets have a specific purpose and timeframe. A milestone has an expected date of completion.
The milestone page consists of two panels.
The right panel is the milestone edit panel. It allows you to add notes, files and attributes provided you have permission from your administrator to do so.
The left panel contains all the tickets in the milestone, held to account by the milestone date. Clicking on the title of any ticket takes you to the main ticket page for view or edit.
The ticket table has a host of operations you can perform on tickets to help with project management including managing tickets, bulk operations and statistics. For more information please visit the Milestone help section.
The ticket page
Clicking a ticket title, anywhere in ticket, either from the activity panel on the right in summary pages, or from the ticket table, takes you to the ticket edit page.
You’ll find a set of practical fields relating to each ticket. A title and description are important, to help you outline the item to be completed. Responsibility for the ticket can be assigned and reassigned during the course of its lifetime. You can set a status reliant on the company development cycle and prioritize it. Any project member has the opportunity to contribute to the discussion of the work item, simple follow the conversation or acknowledge it. All changes are tracked, so should it become urgent, you can see it’s move up the priority scale with ease. Colour coding from the milestone overview page will also highlight priorities for easy management.
For a detailed breakdown on ticket features available to a single ticket, please visit the ticket help section.
The planner is accessible via the project summary page.
It is a fast and simplified way of adding milestones and tickets to your project. You can add tickets without milestones if you wish, all you need is a title/description.
You can create milestones for a collection of tickets. Milestones are measured for progress with relation to the date you would like all the items to be completed. You'll need a title, description and goal date. An autotag is optional.
For more information on the planner, go to the planner help section.
You can access administration, if you have permission to do so via the top menu "Admin". Here you will find everything you need to maintain your company data. Set up users, projects, project states, custom fields, timesheet categories or choose from a number of integrations from code repositories to Slack management.
For a full tour of administration functions and set up, please go to our detailed Administration Guide.
Now that you've had a good look around, lets walk through some of the key things you will need to know to get your project started.
Create a project
To create a new project, you need to be the owner of the account or have administration access.
To do this, use the "+New" button in the main navigation menu at the top. Choose "New Project" and you will be taken to the add project page within administration.
You need to provide a minimum of the project name and URL (used in the web address for your project) to create your project. All other fields are defaulted if necessary. Click "Save" to add your new project.
For more information on all project settings and set up, go to the project help section.
Create a milestone
To create a new milestone, you need to be the owner of the account or have administration access.
Again, use the "+New" button in the main navigation menu at the top.
If you have more than one project, choose the project you wish to add to from the dropdown. It will default to the first project created. Click "New Milestone" and you will be taken to the project planner page.
You need to provide the title, description and goal date for your milestone and click "Save" to create it.
For more information on the project planner settings, go to the project planner help section.
Create a ticket
To create a new ticket, you do need to have managerial or administrator access to the project your ticket is intended for.
Yes, you've guessed it, use the "+New" button in the main navigation menu at the top.
If you have more than one project, choose the project you wish to add to from the dropdown. It will default to the first project created. Click "New Ticket" and you will be taken to the new ticket page within your chosen project.
You need to provide the title and description at the very least, other fields will be given defaults. Click "Save" to create it.
For more information on creating new tickets, go to the ticket help section.
Often, member of a company team can be spread out all over the globe and it's important to set up some basic information to help teams work together on projects all over the world.
You can find your individual Tickd settings in the top right menu option. It will have your name and your default avatar icon.
You can see your recent tickets, assigned tickets and a few other pieces just for you.
Click "settings" to change your avatar, timezone or display information.
For a more detailed guide to your personal settings, please visit the user help section.
Invite a colleague
There will likely be a time in your development cycle or during Tickd set up that you would like to add some more team members.
Click on the "+New" button to do this. If you have more than one project, select the project you would like to invite the user to from the drop down and click "Add User". This will take you to the project user page where you can "invite user" or choose from existing users not yet part of this specific project.
All you need is their email address and you will need to decide their project role.
Each project user can be set up with one of the following roles
- "Manager": This role allows the user to create, edit and remove tickets and milestones within the project.
- "Contributor": This role allows the user to contribute and add notes, files and/or fill in custom fields or timesheet data. It does not allow the user to create or delete tickets.
- "No Access": This role means the user cannot even see this project exists at all. They have no access to any visuals on this project.
A user can have a different role in different projects. For instance, a developer may be a contributor in one project, but a manager in another.
For more information on user settings, please visit the user help section.
So you have your project set up, the tickets and milestones are in, users have all the right access and work has begun. The next thing you need is to track it and keep on top of it all!
As a manager of a project, you have everything you need to keep things moving along and track progress.
You can view the project page to see what is in urgent need of attention, what new tickets have been created, or just gauge what is left to do. You can see what is being held up and find out why. You can see who needs help, who is overloaded, who is sitting with not much to do.
You can see current activity for your project on right panels throughout Tickd, but what else can you do to monitor ticket progress?
You can receive ticket update emails in real time or, if you prefer, you can choose to receive a digest version to keep you up to date with progress. Go to the user notification section to learn how to adjust your settings.
You can follow all or no updates within a specific project. Go to the follow project sectionfor more information on how to do this.
The search icon in the top navigation bar will let you find any open tickets, milestones and it also includes a search of tags and the wiki section.
Multiple results will be displayed, showing ticket results first. You can move through the different result categories on the left if you wish.
The ticket table is ideal for management of the project and many functions can be performed directly with the ticket table.
You can click the ticket title to edit a ticket or view notes. You can also peform a number of key changes directly on the ticket table, such as change priority, assignee or state. There are a number of bulk operations available too including deleting or closing groups of tickets.
For a more detailed read on what the ticket table can do for you as a manager go to the ticket help section.
Users have access to fill in a timesheet from their personal menu, giving a start and end time, a description and the project it's attached to.
As a manager you have access to see the timesheet in the form of a report.
You can set up additional categories to be included in timesheeting to help with reporting. For information on timesheet categories, you can visit the Timesheet help section of the Administration Guide.
If you would like to know more about Timesheet reporting, please visit the Reporting help section in the Reporting Guide.
The reporting section has a summary dashboard showing key information for your main projects this week. You can look back at previous weeks to see activity by user or state.
Managers and administrators have access to perform reports across all project in Tickd, selecting the criteria that matters to them.
Filter on projects, users, categories, tags within a specified time frame.
You can save the report for running at anytime, or export results.
For more information, please go to the reporting help section Reporting help section
Help and support
We want you to feel you have all the help and support you need while using Tickd. Please take advantage of any and all of the help available and contact us if you have any questions.
Throughout Tickd we have sprinkled little lifesaver icons to help you with key and important features. Just click a lifesaver for more information about the item.
Once you have viewed them, they disappear making way for new nuggets of assistance to appear later on in your Tickd journey.
The footer area will give you the links to Tickd support you need for feedback, assistance and new release information. You'll find the latest version of release and your local time (as per your timezone setting), in the right of the footer, and important links on the right.
If you are in need of assistance at any time, you can click the "Help" link. This will open a new section in your browser to this Help documentation.
If there is anything you feel could do with improvement, or if you have any suggestions on what Tickd could do to make your life easier, look to the footer for the "Feedback" link. Just fill in the pop up form and we'll get back to you.
We take every suggestion very seriously. Your help to make Tickd a better product is always appreciated.
Periodically, we make changes and improvements to Tickd based on feedback from our community. Any changes to our system are reported to you via the "What's New" feature in the footer and in your personal menu. Click it to see what new and exciting features have been included.
If you have any questions or feedback you can contact us. We are happy to help you with any and all enquiries.
We hope that you have picked up lots of hints and tips to use Tickd confidently in your day to day business. If you wish to know more about any of the features available to you, please continue reading. We have more detailed help on a number of sections including: