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Use ticket next actions

Use waiting states and next-action dates to keep tickets from going stale.

Next actions are not staff assignments. Responsibility still follows the building: assigned landlord first, organization admin otherwise.

Organization admins and authorized landlords with access to the ticket.

Observers cannot view or change staff next-action details.

Open a ticket detail page and choose the next action control.

Decide what the ticket is waiting for.

Use internal notes for staff-only follow-up detail.

  1. Open the ticket detail page.
  2. Choose the next action control.
  3. Select the waiting state.
  4. Optionally add a next action date and time.
  5. Optionally add an internal follow-up note.
  6. Save the change.

Waiting state explains what the ticket is waiting for, such as tenant response, landlord follow-up, contractor action, or other staff work.

Next action date and time is an optional reminder moment for staff.

Internal follow-up note is staff-only and should contain practical next steps.

Residents can see the waiting state so they understand why the ticket is not moving immediately. The internal follow-up note and staff reminder date remain staff-only.

Tenants are notified when the ticket is waiting for tenant action.

Staff-only waiting states are usually visible for transparency, but do not need to notify tenants unless tenant action is needed.

Internal follow-up notes are never shown to tenants.

The ticket shows the current waiting state.

Staff can use attention queues and reminders to find tickets that need follow-up.

When work progresses, update the waiting state or clear the next action.

If a tenant asks why the ticket is waiting, check whether the waiting state is clear enough.

If a date is wrong, confirm the user’s timezone and the selected date/time.

If the work is actually complete, resolve the ticket instead of leaving a waiting state.