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 - Task
Summary - Title of the ticket, brief description of the context
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
Epic Link - The Epic Link determines the type of the ticket and there are multiple different epics important to configuration:
- Installer Configurations - This includes contract updates, product updates, general updates