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1. Open up the CS Board and click on the the + icon in the top left corner (or press (c))

2. Fill the appropriate fields in the pop-up

Project - Customer Success

Issue Type -

  • Doc - This should be selected for all document requests
  • Onboarding - This should be selected for all onboarding requests
  • Int Fin - This should be selected for all integrated financing requests
  • Config Finance - This should be selected for all configured financing
  • Task - This is the default and should be selected when the request does not fit into the above

Summary - Title of the ticket, a brief description of the context

Compontent - Enter the customer name. If not yet in database, enter other and it will be added later.

Due Date - The date the ticket is supposed to be completed by. The SLA from receiving a task to completion is 3 workdays.

Description - Detailed explanation of what is needed to be done in the context of the ticket.

Priority - The level of priority for a specific task. 

Labels - Usually the name of the company requesting the changes in lowercase letters with no spaces. This doesn't matter that much but can improve later searches for that ticket, if necessary.

Assignee - The member of the configuration team who will do the configuration and forward the ticket to further stages on the board.

Epic Link - The Epic Link determines the type of the ticket and there are multiple different epics important to configuration. Always place Epics on tickets, tickets without an epic tend to get lost. The Epics are:

  • Installer Configurations - This includes contract changes, product changes, general updates to the existing user accounts
  • Installer Onboardings - The onboarding tickets
  • Solar+ Onboardings - The Solar+ onboarding tickets
  • Public Data Configurations - These tickets are for adding in information we don't currently have offered on the platform, specifically products and equipment
  • Internal - Tickets for the internal purposes of Sighten
  • Benji/ Renovate
  • Lifestyle Configurations
  • Loanpal Configurations
  • Renew Financial Configurations
  • Sunlight Configurations
  • SolKraft/HeartBeat
  • PACEFunding Configurations
  • Ygreene Configurations

Linked Issues - This is used when there is a relationship between tickets. Either one is caused or blocked by the other one. The linked issues field sets the relationship and the Issue field sets the ticket to which the current ticket is related.

3. Click Create and the ticket will appear on the board in the TO DO stage


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