Category: PSA-Specific Workflows · View source ↗
PSA-Specific Workflows
Halo Recurring Tickets
For desks synced to HaloPSA — handle Halo’s template-generated recurring tickets and parent/child structures correctly: work the instance, never the template, and respect parent/child closure rules.
Connectors: none — works with Thread out of the box
Role: Service & Ops Manager
Outcome: Fewer Escalations & Less Noise, Time & Cost Savings (Capacity)
When to use: A Halo ticket looks auto-generated (“scheduled maintenance”, identical monthly tickets), “cancel this recurring ticket”, or working a parent ticket with open children (or vice versa).
Run it: on one ticket · or across all occurrences of a recurring template.
Related topics
Recurring Maintenance TicketsHaloPSA Integration FAQ and TroubleshootingSet Up the HaloPSA Ticketing IntegrationWas this page helpful?
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