Welcome to Tickd. It doesn’t take a lot of effort to get familiar with Tickd and start getting the most out of it. It’s designed to be simple and intuitive to use but let’s run through the essentials.
Let’s assume you’ve created an account and logged in at this point. If not, you can find some guidance on that here.
First thing you need to understand is how work is organized in Tickd. Let’s go from the bottom up:
- Ticket: a ticket is an item of work. At the minimum it has a title and description as well as a status (e.g. open, closed) and who it is assigned to in your team. Your team can discuss the item of work within the ticket and track progress as the person it’s assigned to updates the status. For more about tickets read this.
- Milestone: a grouping of tickets with a common goal or deadline. This is an optional level of organization but often useful to have
- Project: all tickets belong to a project and you can define which users have access to which projects.
Tickets must be assigned to a project, or a project and a milestone.
We have created you a default project, milestone and ticket to get you up and running a little faster.
Creating Tickets, Milestones and Projects
We have created you a default project, milestone and ticket to get you up and running a little faster. You can delete these later.
All you really need to get started quickly in Tickd is the "+New" button. This button will allow you to create projects, milestones and tickets. It also lets you add/invite users.
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.
Create a user
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 choose their project role from the following:
- "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.
We provide a number of relative defaults in Tickd to get you up and running quickly. However there are many customizations and integrations you can adjust or add to make Tickd work better for you and your company.
Email integration, Slack integration, Repository inclusions, custom fields and states are all available for you to tweak to suit you best.
For more information on these and more, please visit the administration help section
Lifesaver icons appear throughout Tickd, click on them for pop-up tips.
If at any point you need more than a tip or have any questions, you can find our feedback link in the footer. Contact us anytime and someone will get back to you within 24 hours.
So there you have it, that's the rollercoaster ride to a quick setup. For a more leisurely pace through Tickd, go to our Detailed Guide.