Howdock

Templates / Customer support

Support Ticket Triage SOP

A consistent way to sort, prioritize and route incoming support tickets so urgent issues never wait.

  1. Read the full ticket and any attachments
  2. Check for duplicates

    Merge tickets from the same person about the same issue.

  3. Set the category

    Billing, technical, account access, feature request, etc.

  4. Set the priority

    Urgent = many users or revenue blocked; High = one user fully blocked; Normal = workaround exists; Low = question or request.

  5. Assign to the right queue or person
  6. Send the first response

    Acknowledge, set expectations, and link a guide if one already answers it.

  7. Tag for reporting

    Tags show which problems need a better guide or product fix.

Tips
  • If the same question comes in 3 times, write (or record) a guide for it.

Add screenshots in 2 minutes

Click Use this template, then do the task once with Howdock recording. Every click becomes a step with a screenshot and a marker on what to click, and you can blur anything sensitive before sharing.

Try Howdock free

Unlimited guides, PDF export and redaction on the free plan. No credit card.

Create your first guide