← Technician · Learner
Lesson 2 of 410 min

Ticketing & triage

Every problem starts as a ticket. Learn to triage by impact × urgency, not by who shouts loudest.

Person triaging tickets on a laptop with sticky notes
Photo by Yan Krukau on Pexels

Tickets live in a PSA (Professional Services Automation) tool like ConnectWise Manage, Autotask, or HaloPSA. Every customer interaction must be in a ticket — if it isn't logged, it didn't happen.

Triage = decide what to work on next. Impact (how many users affected) × Urgency (how badly is work blocked) = Priority. A printer offline for one person is P3. Email broken for the whole firm is P1.

Diagram · Priority = Impact × Urgency
IMPACT →URGENCY →P2 HighFix same dayP1 CriticalDrop everythingP4 LowWhen possibleP3 StandardScheduled

Document as you go: replication steps, screenshots, what you tried. Future-you and future-teammates will thank you.

Key takeaways

Areas to show initiative · +15 XP each

Next: PC hardware anatomy →