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Ticket Tags

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Written by Ondřej Průša
Updated over a week ago

Labels are a flexible tool for categorizing and filtering your tickets. You can create your own label system to mark specific situations, prioritize tickets, or track processes more effectively.

What are Ticket Labels Used For?

Ticket labels allow you to:

  • Categorize tickets based on your own criteria

  • Filter tickets in the ticket list

  • Easily identify similar or related tickets

  • Add visual markers for quick navigation

  • Create custom workflows beyond standard states

Practical Use Cases for Ticket Labels

Use Case 1: Prioritizing Tickets

To mark and filter priority tickets:

  • Create a label "Priority" with a distinct color

  • Add the label to tickets requiring immediate attention

  • Create a custom view with a specific filter for priority tickets

  • Continuously monitor and resolve priority tickets first

Use Case 2: Marking Specific Customers

For better management of tickets from different customer types:

  • Create labels like "VIP customer", "Corporate customer", or "New customer"

  • Mark tickets with labels based on customer type

  • Adjust communication and resolution approach based on customer category

  • Analyze data and track performance metrics for each category

Use Case 3: Internal Processes and Procedures

For tracking internal processes:

  • Create labels like "Waiting for supplier", "Waiting for customer", "Escalated"

  • Mark tickets based on the current phase of internal processing

  • Combine labels with ticket states for a more detailed overview of resolution progress

  • Easily identify tickets where the process is stagnating or requires attention

Use Case 4: Tracking Specific Situations

For identifying specific situations:

  • Create labels like "Goods in transit", "Needs inspection", "Special request"

  • Add labels based on the current situation or specific requirements

  • Filter tickets based on these labels for more efficient management of similar tickets

How to Work with Ticket Labels

Creating a New Label

To create a new ticket label:

  1. Click the "Create label" button

  2. Enter the label name

  3. Select text and background colors for visual distinction

  4. Save the new label

Tip: Choose distinct colors that are easy to recognize. A consistent color scheme (e.g., red for urgent tickets, green for successfully resolved tickets) will improve navigation in the ticket list.

Adding Labels to a Ticket

You can add labels to tickets in several ways:

In the Ticket Detail

  1. Open the ticket detail

  2. At the top of the page, click the labels section (or "Add label" if no labels are added yet)

  3. Select the labels you want to add from the displayed list

  4. Click "Save" to confirm the changes

Bulk Addition

  1. In the ticket list, select the tickets you want to modify

  2. From the "Bulk actions" dropdown, select "Add label"

  3. Select the label you want to add to all selected tickets

  4. Confirm the action

Filtering Tickets by Labels

To filter tickets by labels, you can:

  • In the ticket list, use the label filter at the top of the screen

  • Click "More filters" to combine the label filter with other criteria

  • Create a custom view with pre-set label filters for quick access

Managing Existing Labels

To edit or delete existing labels:

  1. Click the label you want to edit

  2. Change the name or colors as needed

  3. Click the trash icon to delete the label

Note: Deleting a label removes it from all tickets where it was used. This action cannot be undone.

Tips for Effective Label Usage

Best Practices

  • Create a consistent label naming system

  • Limit the number of labels to a reasonable amount to keep the system clear

  • Use distinct and contrasting colors for quick visual identification

  • Regularly review used labels and remove those no longer needed

  • Document the meaning of labels for all team members

Combining Labels with Other Features

Labels and Ticket States

Labels and ticket states complement each other:

  • Ticket states track the official ticket progress within the return or claim process

  • Labels provide additional context and allow custom categorization beyond standard states

  • Combining states and labels gives you the most detailed overview of your tickets

Labels in Automations

You can effectively use labels in Retino automations:

  • Set up automatic label additions based on specific conditions or events

  • Create automation rules that react to the presence of certain labels

  • Combine labels with other automation conditions to create complex workflows

Example automation with labels:
When a new ticket is created with a product from the "Electronics" category and the order value is higher than 10,000 CZK, automatically add the label "VIP claim" and assign the ticket to a specialized agent.

Labels and Data Analysis

Use labels for deeper analysis of your data:

  • Track trends and patterns in tickets with specific labels

  • Measure the efficiency of resolving different ticket categories

  • Identify areas needing process optimization

  • Evaluate the performance of individual agents in different ticket categories

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