Improve productivity with macros

Macros can be used to perform multiple actions with a single click. For example, a password instructions macro can:

  • Send an email with password reset instructions
  • Add a Password label so the team can track how often they get such requests
  • Update the state of the ticket to Closed

Macros can be run on a single ticket from the action bar or on multiple tickets from the bulk action bar. Just start typing the name of the macro and select from a list of matching options.

Managing macro configuration

Add and update macros from the admin area.

1

From the top right navigation bar, click the cog icon

2

Click Inboxes

3

For a specific inbox, click Macros

Creating a new macro

1

From the top right of the macros tab, click the Add Macro button

2

Here, you can name the macro and setup actions

Adding Actions

Add actions by clicking Add a new action

Currently, macro actions can:

  • Update state
  • Update assignee
  • Update subject
  • Add a label
  • Remove a label
  • Clear all labels
  • Send a reply using a canned response
  • Add a note using a canned response