Assigning Tickets to Your Team

Assigning Tickets to Your Team

Assigning a ticket says who owns it — which teammate is responsible for getting the customer an answer. It’s how a team of agents divides the work instead of everyone stepping on the same ticket.

Assign a ticket

  1. Open the ticket. From the Tickets view, click a ticket to open it — in Teams or the web app. See the dashboard & views.
  2. Pick an owner. Use the assignee dropdown at the top of the ticket — it reads Unassigned until someone owns it — and choose a teammate, or use the button beside it to take it yourself.
  3. Done. The ticket now shows its owner in the list, and it drops out of the desk’s unassigned count.

A simple way to run the desk

Signal What to do
Unassigned and awaiting a person Someone claims it — Assign to me, or a lead assigns it out.
You picked it up Reply from the ticket (or from the Teams card). See how a ticket works.
Not your area Reassign it to the right teammate from the assignee dropdown.

Keep the desk’s unassigned count near zero and every waiting customer has a name attached — that’s the whole point of assignment.

Published on 2026-07-13
Last updated on 2026-08-29
Version 4