Hello! We have some incident/request tickets that come in that really end up being projects. Is there a way to automatically convert those tickets into a project?
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To convert Incident or Request tickets into Projects in SysAid, follow these steps:
1. **Check Feature Availability:** Ensure that your SysAid version supports converting tickets to projects. This feature may be available in certain versions of SysAid, so it's important to verify that your version includes it.
2. **Enable Feature in Settings:** Go to **Settings > Service Desk > General**. Look for the option that allows conversion of tickets to projects and ensure it is enabled. This setting allows admins to convert service records to projects.
3. **User Permissions:** Confirm that your user account has the necessary permissions to convert tickets to projects. This feature may be restricted to certain admin groups or roles within SysAid.
4. **Convert Tickets:**
- Open the Incident or Request ticket that you want to convert.
- Click on the "Actions" button located at the top right corner.
- Look for the option "Convert to Project" and select it.
- Provide any additional information or details required for the project.
- Save the changes and the ticket will be converted into a project.
5. **Test the Conversion:** Verify that the ticket has been successfully converted into a project by checking the Projects module.
If you encounter any issues or require further assistance, consider reaching out to SysAid support for more tailored advice.
To convert Incident or Request tickets into Projects in SysAid, follow these steps:
1. **Check Feature Availability:** Ensure that your SysAid version supports converting tickets to projects. This feature may be available in certain versions of SysAid, so it's important to verify that your version includes it.
2. **Enable Feature in Settings:** Go to **Settings > Service Desk > General**. Look for the option that allows conversion of tickets to projects and ensure it is enabled. This setting allows admins to convert service records to projects.
3. **User Permissions:** Confirm that your user account has the necessary permissions to convert tickets to projects. This feature may be restricted to certain admin groups or roles within SysAid.
4. **Convert Tickets:**
- Open the Incident or Request ticket that you want to convert.
- Click on the "Actions" button located at the top right corner.
- Look for the option "Convert to Project" and select it.
- Provide any additional information or details required for the project.
- Save the changes and the ticket will be converted into a project.
5. **Test the Conversion:** Verify that the ticket has been successfully converted into a project by checking the Projects module.
If you encounter any issues or require further assistance, consider reaching out to SysAid support for more tailored advice.
Love the experience? You can enjoy the full power of SysAid Copilot and reduce your team workload starting today - check it by yourself
I don’t see any options related to converting to a project under the general service desk settings or under user settings
Hi mgibbs08,
Incidents can only be converted to requests and vice versa. I’m afraid it’s currently not possible to convert them into Projects.
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