How to Create a Notion Ticketing System: A Step-by-Step Guide

Are you looking for a simple yet powerful way to manage your team’s tickets and tasks without investing in complicated software? Notion might just be the solution you need. Whether you’re a small team, a startup, or even managing personal projects, Notion offers an intuitive, customizable platform that can easily be adapted into a ticketing system.  

It’s perfect for anyone who needs to track and organize tasks, collaborate with teammates, and keep everything in one place. In this blog, we’ll explore why Notion could be the ticketing system you’ve been searching for and how it can streamline your workflow. 

Why to use Notion as a ticketing system?

Looking for an easy and flexible way to manage your team’s tickets without dealing with complicated systems? Notion might be just what you need. Whether you’re a small team or just getting started, Notion can help you track tasks, collaborate with your team, and keep everything organized – all in one place. 

Here’s why you should consider using Notion as your ticketing system: 

1. Customizable workflows

With Notion, you can build your ticketing system exactly the way you want it. Customize the layout, fields, and views to fit your team’s specific needs. Whether you prefer a Kanban board, table, or calendar view, Notion gives you the flexibility to design your process however you like. 

2. Easy collaboration

Notion is built for teamwork. You can easily comment on tickets, tag teammates, and share updates in real time. This keeps everyone in the loop and helps resolve issues faster. No more bouncing between emails or spreadsheets – everything happens in one place. 

3. Affordable and scalable

Notion is budget-friendly, especially for smaller teams or startups. You can start using it for free, and as your team grows, you can scale it up without worrying about skyrocketing costs. It’s a great option if you need something that can grow with you. 

4. All-in-one workspace

Notion isn’t just a ticketing system – it’s a complete workspace. You can keep your ticketing system, knowledge base, documentation, and team notes all in one place. This makes it super easy to access everything you need without switching between different tools. 

5. Super easy to use

Notion’s interface is simple and intuitive, so you don’t need to be tech-savvy to start using it. You can quickly set up your ticketing system and start managing tasks within minutes. It’s perfect for teams who want something quick, easy, and effective. 

6. Clear ticket tracking

Notion helps you stay on top of tickets with custom views and statuses. You can easily track progress, assign tasks, set due dates, and prioritize issues. It’s all about keeping things organized so nothing slips through the cracks. 

7. Works with your other tools

Notion integrates with popular tools like Slack and Google Drive, so you can streamline communication and link relevant documents directly to your tickets. While it may not have the extensive integrations of larger ticketing platforms, it’s still a great fit for teams using these tools. 

8. Reduce ticket volume with a knowledge base

Notion makes it easy to create a knowledge base alongside your ticketing system. This can help reduce incoming tickets by giving users access to self-help resources and FAQs. It’s a great way to save your team time while empowering users to find answers on their own. 

9. No unnecessary frills

If you want something simple and to the point, Notion is perfect. It’s not bogged down by unnecessary features. You get just what you need to manage tickets efficiently without all the extra complexity of traditional systems. 

10. Works for any use case

Whether you’re handling customer support tickets, managing internal tasks, or tracking project progress, Notion is flexible enough to handle it all. It’s great for teams that need a solution that can be customized to fit their unique needs. 

In short, Notion offers a simple, customizable, and affordable way to manage tickets and tasks. It’s perfect for teams of all sizes that want to stay organized without the hassle of complicated software. 

How to use Notion as a ticketing system?

Looking for an easy and flexible way to manage your team’s tickets without dealing with complicated systems? Notion might be just what you need. Whether you’re a small team or just getting started, Notion can help you track tasks, collaborate with your team, and keep everything organized – all in one place. 

Here’s why you should consider using Notion as your ticketing system: 

1. Search for ticketing template

To get started quickly, you can search for an existing ticketing system template in Notion. This will save you time and help you organize your issues effectively.

Steps:

  • Open Notion and go to your workspace.
  • In the left sidebar, click on “Templates”.
  • In the search bar, type “Ticketing” or “Issue Tracking” to find a template.
  • Select the template that fits your needs, such as a project management or bug tracking template.

2. Set up the template

Once you’ve chosen a template, click on it to open, and then select Use this template to add it to your workspace. Notion will automatically create a pre-configured database with necessary properties and views.

Typically, the template will include the following properties:

  • Title: The issue or ticket name.
  • Status: To track the progress (e.g., Open, In Progress, Closed).
  • Priority: To define the importance of the issue (e.g., Low, Medium, High).
  • Assignee: A “Person” property to assign the issue to the team member handling it.
  • Due date: To set deadlines for resolving the issue.
  • Impact/Description: To add details about the issue’s effects and description.

3. Creating tickets

After customizing the database, you can now create individual tickets. For example:

  • A user might submit an issue like “Intermittent connectivity issues with the server,” which will be tracked through the database.
  • Add a summary, description, impact, and steps taken.
  • Assign the issue to the relevant person and set the priority
notion ticketing system

4. Adding details and tracking progress

Notion allows you to add detailed notes, links, and even checklists within each ticket. This is useful for tracking the steps taken to resolve the issue.

For example:

  • Steps taken: You could list the actions already taken, such as performing diagnostics on the server or contacting external support.
  • Comments: You can leave internal comments to keep your team updated on progress.
  • Attachments: Attach relevant documents, images, or logs to provide more context on the issue.

5. Using views to manage tickets

With Notion’s different views (Table, Board, Calendar, etc.), you can organize the tickets based on various criteria.

  • Table view: Perfect for a straightforward list where you can see all tickets at once.
  • Board view: You can group tickets by their status (e.g., To Do, In Progress, Resolved) using drag-and-drop functionality.
  • Calendar view: This is useful for tracking ticket due dates and follow-ups.

6. Automating and integrating

Notion also supports integrations with external tools (e.g., Zapier), which can help automate ticket creation and notifications. You can set it up to create a new ticket from an email or another system automatically.

notion ticketing system

7. Communicating and collaborating

  • Commenting: Team members can add comments to tickets to discuss progress, provide updates, or ask for more information.
  • Task assignment: Assign specific people to tasks to ensure accountability.

8. Reporting and analytics

Notion allows you to filter and sort your tickets based on different properties. You can view which issues are open, pending, or resolved, allowing easy reporting.

By following these steps, Notion can serve as a versatile and collaborative ticketing system that helps your team track, resolve, and report on issues efficiently.

What are the drawbacks of Notion ticketing system?

Here are the cons of using Notion compared to a dedicated helpdesk system:

1. Limited automation:

Notion lacks advanced automation features that are standard in dedicated helpdesk systems. You can’t easily set up automated ticket assignments, email notifications, or workflows. For teams needing extensive automation, Notion will require third-party integrations or manual management. 

2. No built-in support channels:

Notion is primarily an internal tool and doesn’t handle customer-facing communication like email, chat, or social media integrations without external tools. In contrast, dedicated helpdesk systems come with built-in support channels that allow customers to easily submit tickets and interact with support teams. 

3. Manual ticket management:

While Notion can track tickets, managing high volumes of tickets can become cumbersome. You have to manually update the status, assign tickets, and organize them. Dedicated helpdesk systems have built-in ticket management features like ticket routing, categorization, and status updates, making the process smoother. 

4. Lack of advanced reporting & analytics:

Notion does not offer robust reporting or analytics features. You can manually track progress, but you won’t get the detailed insights that a dedicated helpdesk tool provides, such as ticket resolution times, agent performance metrics, or customer satisfaction data. 

5. No multi-channel support:

Notion doesn’t support multiple communication channels out of the box. Dedicated helpdesk platforms are built to manage support requests from various sources—like emails, live chat, phone support, and social media—all in one place. 

6. Scalability challenges:

While Notion is flexible, it may not be the best choice for larger teams or businesses with a high-ticket volume. Dedicated helpdesk systems are specifically designed to scale with your business, handling large amounts of support requests and providing features that grow with your needs. 

7. Security & compliance limitations:

Notion offers basic security features but may not meet the stringent compliance requirements needed for industries like healthcare or finance. Dedicated helpdesk systems are often equipped with enterprise-grade security features and compliance certifications to handle sensitive customer data. 

8. Not tailored for customer support:

Notion is a general productivity tool, not designed specifically for customer support. This means it lacks many specialized features such as customer portals, SLAs (service level agreements), and predefined templates that dedicated helpdesk platforms offer to streamline the support process. 

Explore cloud based ticketing system

If you’re considering using Notion as your ticketing system, here are some drawbacks to keep in mind: 

Notion can serve as a ticketing system, but it lacks the built-in features that dedicated ticketing tools offer, often requiring significant manual setup or third-party integrations to meet your needs. This can make it challenging to implement a smooth, automated workflow without investing extra time and effort. 

For teams that need more robust functionality, Notion’s lack of automation and advanced reporting can be a limitation. Without built-in ticket routing, SLA management, or detailed analytics, you might find yourself manually tracking ticket progress and team performance, which can become inefficient as your ticket volume grows. 

Additionally, Notion isn’t designed to manage multi-channel support. If you’re looking to integrate tickets from email, live chat, or social media, you’ll need to rely on external tools, adding complexity to your workflow. 

For organizations that need a straightforward, out-of-the-box solution, Notion’s configuration process may be too time-consuming, especially if you’re aiming to handle larger volumes of support requests. Setting up ticket categories, custom fields, and views can be overwhelming without the ready-made templates and support provided by dedicated helpdesk systems. 

Opting for a dedicated ticketing tool like Desk365 can save you time and effort. With its easy setup, advanced features, and seamless integration with Microsoft Teams, Desk365 offers a more streamlined and efficient ticketing experience, without the need for extensive customization.  

Starting at $12, Desk365 is a cost-effective alternative that comes with fewer complications than Notion. 

Omni-Channel

Process Automation

Ticket Management

Data & Analytics

Customization

Integrations

Support

Switch to Desk365 now, starting at just $12!

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