Marketing
Tickets Guide

Objective

This guide provides clear instructions on how to submit marketing requests through our ticket form, ensuring a smooth and efficient process for handling incoming requests.

FAQ

Introducing the Boards

Status Boards allow one to better organize their tickets into sections and categories. Below you will find the main status boards that you will follow on a daily basis.

Everyone will have access to most of these Boards. Any questions please reach out to the Marketing team.

Sprint Backlog
Where new requests
are submitted and then scheduled.

Current Sprint
Rolling scheduled work and resource requirements.

Pods/Client Summary
View AAIR Pod teams, client's assigned, and client information.

Ticket Priority Levels

While we do work in a fast-paced environment and would ideally like all tasks completed quickly, it important to learn how to prioritize. 

Critical - an urgent ticket that must be completed as soon as possible and prioritized above other tasks. This is used for emergency cases only and must be used wisely. 

High - this is a priority ticket with a tight deadline (2-3 days), and needs to be on standby.

Medium - a ticket with a flexible deadline (4-8 days).

Low - a ticket with an open-ended deadline

How To Submit Tickets

The digital Incoming Request Form includes various fields used to categorize the ticket and provide clear information for the potential ticket owner.

Additionally, filling in these fields will allow our team to better understand how we spend our hours, how we split our time between clients, team member capacities, and track communication.

  1. Title - keep it concise and include company name
  2. Request Description - provide as much detail as possible
  3. Priority - follow the guide above to realistically set priority level
  4. Links - upload links/files that will provide further information and/or are required to complete the task
  5. Deadline - select a specific date in accordance with priority level chosen
  6. Type of Request - needed to specify which department the ticket will be directed to
  7. Requested by - add your name so ticket owner will easily know who to contact
  8. Pod - to specify which POD/group ticket belongs to
  9. Client - select a listed/current client

Once complete, you may save as draft or submit immediately. Make sure your Monday notifications are turned on for better ticket tracking.

FAQ

We have picked some of the quick hit videos and support pages that will help you get started right away. You can navigate through this full tutorial to find what you are looking for to provide more efficiencies in your day to day and client project management/reports.

General Overview Videos

Project Management

Starting a Board:

How to manage your Day to Day

This video show you how to create a dashboard that allows you to see what is assigned to you in a list and on a calendar view.

Importing and Exporting

Reporting

What gets measured gets done!

Incoming Request Form