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Using PlanRadar

Create a Ticket

Overview

Tickets are used to create tasks with instructions to resolve issues and more.

Access & Permissions

Select Project and Layer

All tickets are created in a specific project and layer. It is possible to move a ticket to a different layer after ticket creation. But it is not possible to move a ticket to a different project.

Select a project and layer before creating a ticket:

  1. Open the Project and layers selection menu
  2. Click Change project and select a different project
  3. Click Ground Floor e.g. to select the layer

  1. Tap the project name e.g. Office Complex 11
  2. Tap Tickets
  3. Tap on the layer selector
  4. Select a layer e.g. Ground Floor

     

Create a Ticket with a Plan Position

To create a ticket with a plan position:

  1. Click Tickets
  2. In the View drop-down, click Plan.
  3. Right click on the plan to place the ticket pin.
  4. Drag & drop the ticket pin to adjust the plan position if necessary.
  5. Click the green check mark button to confirm the plan position and continue in the ticket creation form.

  1. Tap Plan

     
  2. Tap + OR long-tap on the plan to place the ticket pin
  3. Drag & drop the ticket pin to adjust the plan position if necessary.
  4. Click the green check mark button to confirm the plan position and continue in the ticket creation form.

Create a Ticket without a Plan Position

If there is no plan you can instead use the + Create Ticket button:

  1. Tap List

     
  2. Tap +

     

Select a Form

Tickets are based on a form. Depending on the form a ticket can have different input fields and features.

To select a form:

In the Form drop-down, click on the form.

The form you selected for the previous ticket creation will be pre-selected.

If you use the Form filter drop down, it will always define the pre-selected form in the ticket creation.

  1. Tap on the Form field
  2. Tap Documentation e.g. to select the form
  1. Tap on the Form field
  2. Tap Documentation e.g. to select the form
  3. Tap Save

Fill out Ticket Fields

Fill out the ticket fields as they are defined in the selected form. This might include a title, assignee, due date and more.

Possibilities for Tickets

It is optional to add attachments and more to tickets. It can be done during ticket creation or after the new ticket is saved.

Add Photos, Videos and Audio

Add media files to tickets as an addition alongside text and descriptions or for documentation purposes.

It is also possible to edit photos and add annotations.

Add Documents

Add PDFs, MS Word and Excel documents, emails, and CAD files.

Add Plan Annotations

Take a screenshot of a plan, add annotations and attach the image to a ticket.

Add a GPS Position

If enabled in the ticket form, it is possible to add the GPS position to a ticket.

Add Sub-Tickets

Use sub-tickets if you want to create smaller tasks and link them to a parent-ticket.

Create Tickets in Schedules

When managing the schedule of a project, it is possible to create new tickets directly in the schedules feature.

Set a Repetition Date

For tickets that need to be done regularly, such as weekly or monthly, it is possible to schedule a repetition date to automatically reopen those tickets.

Save a new Ticket

A ticket can be saved at any time if all mandatory fields are filled. Additionally, it may be required to include a photo or video.

To save a new ticket:

  1. Fill out all mandatory fields
  2. Click Save to save the ticket and keep it open
  3. Optional: Click Save and close to save the ticket and close it

  1. Fill out all mandatory fields
  2. Click the Check mark to save the ticket and close it

  1. Fill out all mandatory fields
  2. Click Save to save the ticket and close it

Once saved, tickets are instantly synced across devices if you are online.

Create Another Ticket in the Webapp

Use 'Create Another' to reuse the ticket fields from your previously created ticket in the Webapp.
Attachments, comments, plan position, GPS position and sub-tickets are NOT included.

  1. First fill in the form of a Ticket.

  2. Select the Create another check box.

  3. Click Save and a new ticket will open with the same fields prefilled.

  4. Fill your ticket and click Save.

Updated March 19, 2026