---
title: "Add/Edit New Ticket Templates"
url: "https://help.psarev.io/en/article/add-edit-new-ticket-macros"
language: "en"
last_updated: "2026-10-29T18:18:54.424Z"
---

# Add/Edit New Ticket Templates

The **New Template** and **Edit Template** screens allow you to create and edit new ticket templates in your instance. New ticket templates define predefined values that can be applied when creating a new ticket, saving time on common ticket configurations. To add a new ticket template, click the **Add New Ticket Template** button in the *New Ticket Templates* section on the *Tickets* tab in the *Templates* category on the **System Settings** screen.

![](https://cdn-assets.productfruits.com/cd31d957-3aeb-4e6e-b05b-7f3058e6408c)

These screens have two tabs, **Template Information** and **Parts & Labor**.

![](https://cdn-assets.productfruits.com/206c80f3-b5ec-4ea8-bace-5dd7dbc04844)

Each field on the **Template Information** tab is defined below.

| **Label** | **Definition** |
| --- | --- |
| **Active** | *Check this option to make the template active and available for use when creating tickets.* |
| **Template Name** | *Name of the template.* |
| **Description** | *Description that will populate on the ticket when the template is applied.* |
| **Status** | *Status that will be applied to the ticket when the template is used.* |
| **Type** | *Ticket type that will be applied to the ticket when the template is used.* |
| **Priority** | *Priority that will be applied to the ticket when the template is used.* |
| **Severity** | *Severity that will be applied to the ticket when the template is used.* |
| **User Group** | *User group that will be assigned to the ticket when the template is used. When a user group is selected, the **Primary Tech Assigned** must be one of the users in that user group.* |
| **Primary Tech Assigned** | *Primary tech that will be assigned to the ticket when the template is used. If a **User Group** is selected, only users in that user group can be selected.* |
| **Associated Techs** | *Additional techs that will be associated with the ticket when the template is used. Associated techs can be any user and are not limited by the **User Group**.* |
| **Work Requested** | *Work requested text that will populate on the ticket when the template is applied. Click **Insert Signature Token** to insert a token that resolves to the applying agent's email signature.* |
| **Tags** | *Tags that will be applied to the ticket when the template is used. Click the **Add Tag** button to add tags to the template.* |

The **Parts & Labor** tab allows you to add products and/or labor to the template.

![](https://cdn-assets.productfruits.com/0c486c9e-e259-43c6-a5a8-6a262eeb051e)

Each column on the **Parts & Labor** tab is defined below.

| **Label** | **Definition** |
| --- | --- |
| **Product Name** | *Name of the product added to the template.* |
| **Qty** | *Quantity of the product.* |
| **UOM** | *Unit of measure for the product.* |
| **Provider** | *Provider for the product.* |
| **Price** | *Price of the product.* |
| **Total Price** | *Total price for the line item.* |
| **Cost** | *Cost of the product.* |
| **Total Cost** | *Total cost for the line item.* |

These actions are available on the **New Template** and **Edit Template** screens.

-   Switch between the template fields and the products on the template by clicking the **Template Information** or **Parts & Labor** tab.
-   Add a product to the template by clicking the **Add Product** button on the **Parts & Labor** tab.
-   Save the template by clicking the **Save Template** button.
-   Discard your changes and return to the *Templates* category by clicking the **Cancel** button.

For more information about templates, see the following articles.

[System Settings: Templates](https://help.psarev.io/en/article/system-settings-macros)  
[Add/Edit Ticket Activity Templates](https://help.psarev.io/en/article/add-edit-ticket-activity-macros)