How to Create a Ticketing System in ClickUp?

Suvedha Balasubramanian
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Updated on : February 3, 2026 February 3, 2026

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Many teams struggle with handling requests that arrive from too many places. Emails, chats, spreadsheets, and verbal requests quickly become impossible to track. If you have ever lost a ticket, forgotten a request, or duplicated work, you already know how messy support processes can get.

Paying for a separate helpdesk tool can feel unnecessary, especially when your team already uses ClickUp for project management. Some teams try to force rigid ticketing software to fit their workflow, only to realize it does not match how they actually work.

Managers often lack visibility into what is being worked on, who owns each ticket, and how long issues are taking to resolve. Support teams get overwhelmed when they cannot prioritize properly or automate repetitive steps.

When support tickets are disconnected from development or operations work, issues take longer to fix. That is why many teams have started looking for a ticketing system inside ClickUp. It allows them to centralize requests, customize workflows, and manage everything in one place.

Let’s have a look at how you can use ClickUp as a ticketing system.

TL;DR - ClickUp ticketing system

Support requests get messy when they come from too many places. Teams lose tickets, duplicate work, and lack visibility. ClickUp can work as a ticketing system by turning requests into tasks with custom statuses, fields, forms, automations, and dashboards. It centralizes requests, connects tickets to real work, and reduces costs.

Pros: flexible, customizable, affordable, good visibility
Cons: not a native helpdesk, manual SLA/email setup, can get complex, not ideal for high volume

ClickUp is a good DIY ticketing option for small–mid teams. If you want a ready-made, full-featured helpdesk in Microsoft Teams, Desk365 is a faster alternative starting at $12.

Why use ClickUp as a ticketing system?

Many teams already use ClickUp to manage projects and tasks. Turning it into a ticketing system simply makes sense.

Instead of juggling a separate helpdesk tool, spreadsheets, and inboxes, everything lives in one place. ClickUp allows you to capture requests, bugs, and issues as tasks, then move them through a clear workflow from new to resolved.

You can customize statuses, fields, and automations so the system matches how your team actually works. It also gives managers real visibility into workload, priorities, and turnaround time.

Most importantly, tickets stay connected to the work that fixes them. No more copying information between tools or losing context. For many teams, ClickUp has become a flexible, affordable alternative to traditional ticketing software.

What are the benefits of ClickUp ticketing system?

Centralized request management

All tickets, requests, and issues live in one place. Instead of checking emails, chat messages, and spreadsheets, your team works from a single source of truth. Nothing slips through the cracks.

Customizable workflows

You can design statuses, fields, and views that reflect how your team actually works. Whether you need simple stages or complex approval flows, ClickUp adapts to your process.

Clear ownership and accountability

Every ticket has an owner. Everyone knows who is responsible and what needs to happen next. This reduces confusion and finger-pointing.

Better visibility and reporting

Managers can quickly see how many tickets are open, in progress, or overdue. Dashboards and reports make it easy to spot bottlenecks and workload issues.

Automation that saves time

Routine steps like assigning tickets, changing statuses, or notifying stakeholders can be automated. This frees your team to focus on solving problems instead of managing them.

Connected to project work

Support tickets stay linked to development tasks, features, or internal projects. No more copying information between tools or losing context.

Lower software costs

You can avoid paying for a separate helpdesk platform. ClickUp becomes a flexible, all-in-one solution.

Scales with your team

Start with a simple ticket list. Add SLAs, automations, and advanced reporting as your team grows.

Steps to set up your ClickUp ticketing system

Step 1: Create a dedicated space or folder

Create a Space or Folder specifically for ticketing or support.
This keeps tickets separate from regular project tasks while staying in the same workspace.

Example names:
Support Desk, Help Center, Internal Requests, IT Tickets

Step 2: Create a ticket list

Inside the space or folder, create a list that will hold all tickets.
Each task in this list will represent one ticket.

Example list name:
Support Tickets

Step 3: Define ticket statuses

Set up a simple workflow that shows the life cycle of a ticket.

Common statuses include:

New
In progress
Waiting on the customer
Waiting on the internal team
Resolved
Closed

Keep it simple at first. You can always add more later.

Step 4: Add custom fields

Custom fields store important ticket details.

Common fields include:

Priority
Category
Requester
Channel (email, form, chat, etc.)
SLA or due date

These fields make sorting and reporting much easier.

Step 5: Create a request form

Use ClickUp Forms to capture incoming requests. When someone submits a form, ClickUp automatically creates a ticket. You can embed this form on your website or share it internally.

Step 6: Set up automations

Automation reduces manual work.

Examples:

When a ticket is created, assign it to a team member
When the status changes to resolved, notify the requester
When priority is high, add a due date

Start with a few simple automations.

Step 7: Create views for your team

Views help different roles focus on what matters.

Examples:

Open tickets view
High priority tickets view
My assigned tickets view

This keeps everyone organized.

Step 8: Build a basic dashboard

Create a dashboard with widgets for:

Open tickets
Tickets by status
Tickets by assignee
Average resolution time

This gives managers quick visibility.

Step 9: Test and refine

Run a few sample tickets through the system. Ask the team for feedback. Adjust statuses, fields, and automations as needed.

What are the limitations of ClickUp ticketing system?

Not a native helpdesk tool

ClickUp is primarily a project management platform. While it can be configured for ticketing, it does not come with built-in helpdesk features like some dedicated support tools.

Limited customer-facing portal

Traditional helpdesk systems offer branded portals where customers can log in, track tickets, and view history.
ClickUp does not provide this out of the box.

Email ticketing requires setup

Dedicated ticketing tools often include automatic email-to-ticket pipelines. With ClickUp, this usually requires additional configuration or integrations.

SLA management is manual

Service level agreements are not native features. Teams must rely on custom fields, due dates, and automations to approximate SLA tracking.

Reporting can require customization

While ClickUp has dashboards, advanced support metrics may need manual setup. Some reports may not be available by default.

Can become complex if overbuilt

Because ClickUp is highly flexible, setups can become complicated. Without clear standards, teams may struggle to maintain consistency.

Not ideal for very high-volume support

For teams handling thousands of tickets per day, a dedicated helpdesk platform may perform better.

Scales with your team

Start with a simple ticket list. Add SLAs, automations, and advanced reporting as your team grows.

Explore cloud-based ticketing systems

If you are considering using ClickUp for your ticketing system, here are a few points to think about.

Building a ticketing system inside ClickUp will give you a basic, functional setup rather than a fully featured helpdesk. If you are on a tight budget and need something quickly, this can be a sensible starting point.

However, setting everything up from scratch takes time and ongoing effort.

A pre-configured ticketing system may be a better option if you are short on time or prefer minimal customization. These systems are designed to be easy to use and come ready with common helpdesk features.

Choosing a pre-built ticketing platform allows you to launch faster and avoid the complexity of designing workflows yourself.

You may also want to consider Desk365, a Microsoft Teams ticketing system that offers a comprehensive feature set with plans starting at just $12. It provides an affordable and efficient way to meet your ticketing needs without stretching your budget

Omni-Channel

Process Automation

Workflow Automation
Multiple Business Hours
Custom Response Templates
Canned Responses
Tasks/To-do Lists
'Share To' Tickets
Time Tracking
SLA Management & Business Hours
SLA Reminders & Escalations
Multiple SLAs
SLAs in Automations

Ticket Management

Change/Approval Management
Round Robin Ticket Assignments
Load Based Ticket Assignments
Ticket Watchers
Multiple Groups/Departments
Draft with AI
AI Agent
Collision Detection
Closure Rules
Knowledge Base

Data & Analytics

Customization

Custom Email Servers
Custom Domain
Custom Ticket Fields
Custom Forms
Custom Roles
Custom Reports & Graphs
Remove Desk365 Branding

Integrations

Support

Switch to Desk365 now, starting at just $12!

Frequently asked questions

Does ClickUp have a ticketing system?

No — ClickUp doesn’t include a dedicated, built-in ticketing/help-desk product in the same way tools like Zendesk, Desk365, Freshdesk, or Jira Service Management do, but you can create and use a ticketing system within ClickUp by configuring its task management features, or extend it with templates and integrations.

What is ClickUp mainly used for?

ClickUp is mainly used as an all-in-one work management and productivity platform. Think of it as a place to plan, track, and manage work across teams—projects, tasks, docs, goals, and workflows—all in one tool.

Is Jira better or ClickUp?

Jira is generally seen as better for software development teams and complex, highly structured work. ClickUp is generally seen as better for broad project & work management across different teams with less setup complexity.

How to Create a Ticketing System in ClickUp?

TL;DR - ClickUp ticketing system

Why use ClickUp as a ticketing system?

What are the benefits of ClickUp ticketing system?

Centralized request management

Customizable workflows

Clear ownership and accountability

Better visibility and reporting

Automation that saves time

Connected to project work

Lower software costs

Scales with your team

Steps to set up your ClickUp ticketing system

Step 1: Create a dedicated space or folder

Step 2: Create a ticket list

Step 3: Define ticket statuses

Step 4: Add custom fields

Step 5: Create a request form

Step 6: Set up automations

Step 7: Create views for your team

Step 8: Build a basic dashboard

Step 9: Test and refine

What are the limitations of ClickUp ticketing system?

Not a native helpdesk tool

Limited customer-facing portal

Email ticketing requires setup

SLA management is manual

Reporting can require customization

Can become complex if overbuilt

Not ideal for very high-volume support

Scales with your team

Explore cloud-based ticketing systems

Omni-Channel

Process Automation

Ticket Management

Data & Analytics

Customization

Integrations

Support

Switch to Desk365 now, starting at just $12!

Frequently asked questions

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