What Is a Ticketing System in SharePoint and How It Works

Many organizations still manage internal requests through emails, chats, or spreadsheets. Over time, this leads to missed requests, unclear ownership, and delays. To bring structure and visibility to internal support, many teams use a ticketing system in SharePoint. 

A ticketing system built on SharePoint helps teams collect, track, and resolve requests in one organized place using Microsoft 365. 

This blog explains: 

  • What a ticketing system in SharePoint is 
  • How it works step by step 
  • Who uses it 
  • Why organizations choose it 
Quick Read
Summary generated by AI, reviewed for accuracy.

An IT trouble ticket system helps track and resolve tech issues quickly. It improves organization, speeds up response times, and keeps users informed with clear updates and progress tracking. 

Modern support teams use ticketing systems to spot repeated problems, plan fixes, and improve service. It ensures faster solutions, better communication, and higher user satisfaction in any IT environment. 

What Is a Ticketing System in SharePoint?

ticketing system in SharePoint is a structured way to manage internal requests using SharePoint Online. 

Instead of sending emails or messages: 

  • Employees submit requests through a form 
  • Each request becomes a ticket 
  • Tickets move through defined stages until closure 

All request data stays inside the organization’s Microsoft 365 environment. 

Why Organizations Use a Ticketing System in SharePoint

Organizations receive a constant flow of internal requests—from IT issues and HR queries to facilities and admin support. When these requests are handled through emails, chats, or spreadsheets, teams quickly lose clarity and control. A ticketing system in SharePoint helps organizations manage this volume in an organized and reliable way. 

To Bring All Requests into One Place

Without a ticketing system, requests come from multiple sources: 

  • Emails 
  • Chat messages 
  • Verbal follow-ups 
  • Shared documents 

A SharePoint ticketing system brings all requests into a single, structured location, making it easier for teams to stay organized and respond consistently. 

To Avoid Missed or Forgotten Requests

Email-based requests often get buried in inboxes. Important messages can be overlooked, especially when teams manage high volumes of work. 

With a ticketing system: 

  • Every request becomes a ticket 
  • Each ticket is logged and tracked 
  • Nothing gets lost or ignored 

This creates reliability for both employees and support teams. 

To Create Clear Ownership and Accountability

When requests are informal, it is often unclear who is responsible for handling them. 

A ticketing system in SharePoint: 

  • Assigns each ticket to a person or team 
  • Defines responsibility clearly 
  • Helps teams follow through on tasks 

Clear ownership reduces confusion and delays.

To Track Request Status Transparently

Employees often follow up because they do not know the status of their request. 

With SharePoint ticketing: 

  • Requestors can see ticket status 
  • Support teams update progress in one place 
  • Fewer follow-up emails are needed 

This transparency builds trust and reduces back-and-forth communication. 

To Standardize How Requests Are Submitted 

Unstructured requests lack important details, which slows resolution. 

A SharePoint ticketing system uses forms to: 

  • Capture required information upfront 
  • Keep requests consistent 
  • Reduce clarification time 

Standardization helps teams work faster and with fewer interruptions. 

To Support Multiple Internal Teams 

Organizations often use SharePoint ticketing for: 

  • IT support 
  • HR services 
  • Facilities and administration 
  • Finance approvals 

Having one system for different internal teams creates consistency across departments.

To Gain Visibility into Workload and Performance 

Without a ticketing system, managers struggle to understand: 

  • How many requests are pending 
  • Where delays occur 
  • How work is distributed 

SharePoint ticketing provides: 

  • Visibility into open and closed tickets 
  • Insights into team workload 
  • Better planning and decision-making 

To Use Existing Microsoft 365 Tools 

Many organizations already rely on Microsoft 365 for daily work. 

A SharePoint-based ticketing system: 

  • Fits naturally into existing workflows 
  • Avoids the need for separate tools 
  • Reduces training effort 

This makes adoption easier for both employees and support teams.

To Keep Data Inside Microsoft 365 

Data handling is a major concern for internal requests, especially HR and IT. 

With SharePoint ticketing: 

  • Data stays within the organization’s Microsoft 365 tenant 
  • Permissions control who can view or update tickets 
  • Sensitive information remains protected 

This aligns well with internal governance needs. 

To Build a Repeatable and Reliable Support Process 

Organizations use ticketing systems to: 

  • Follow a clear request lifecycle 
  • Ensure consistency in handling requests 
  • Improve internal service quality over time 

A SharePoint ticketing system helps teams move from reactive handling to a structured support approach. 

Key Components of a SharePoint Ticketing System

A SharePoint ticketing system works effectively because it is built around a few essential components. Each component plays a specific role in making sure requests are captured, tracked, and resolved in a structured way. 

Request Submission Form

The request submission form is the starting point of the ticketing process. 

  • Employees submit requests using a structured form 
  • Mandatory fields ensure all required details are provided 
  • Forms reduce incomplete or unclear requests 

This helps support teams understand the issue clearly from the beginning. 

Ticket Creation and Unique Identification

Once a request is submitted: 

  • A ticket is created automatically 
  • Each ticket receives a unique ID 
  • The ticket is stored securely in SharePoint 

This ensures every request is traceable and easy to reference. 

Ticket Categories

Categories help organize requests based on their nature. 

Common categories include: 

  • IT support 
  • HR services 
  • Facilities 
  • Finance 
  • General requests 

Categorization helps route tickets to the correct team quickly. 

Priority Levels

Priority levels indicate urgency and importance. 

Typical priority levels: 

  • Low 
  • Medium 
  • High 

Setting priority helps teams focus on critical requests first and manage workload better. 

Ticket Status Tracking

Status tracking shows where a ticket stands in the process. 

Common statuses include: 

  • New 
  • In progress 
  • Waiting for information 
  • Resolved 
  • Closed 

Status visibility helps both requestors and support teams stay aligned. 

Assignment and Ownership

Each ticket is assigned to: 

  • A specific person 
  • Or a support team 

Clear ownership ensures: 

  • Accountability 
  • Faster follow-up 
  • Reduced confusion 

No ticket remains unattended. 

Communication and Updates

A SharePoint ticketing system keeps all communication within the ticket. 

  • Comments and updates are logged 
  • Status changes are recorded 
  • Request history remains intact 

This eliminates scattered email conversations. 

Role-Based Views

Different users see information based on their role. 

  • Employees view their own tickets 
  • Support teams see assigned tickets 
  • Managers view team-level tickets 

This keeps the system organized and secure. 

Workflow and Automation Support

Workflows help reduce manual effort. 

Common workflow actions: 

  • Auto-assigning tickets 
  • Sending notifications 
  • Managing approvals 
  • Updating ticket status 

Automation ensures consistency across requests. 

Reporting and Tracking

Reporting helps teams understand performance and workload. 

Reports may show: 

  • Number of open tickets 
  • Resolution timelines 
  • Team workload distribution 

Managers gain insight without manual tracking.

Security and Permissions

Security is critical for internal requests. 

SharePoint ticketing systems rely on: 

  • Microsoft 365 permission controls 
  • Role-based visibility 
  • Secure data storage within the tenant 

This helps protect sensitive information.

How a Ticketing System in SharePoint Works (Step by Step)

A ticketing system in SharePoint follows a structured process that turns employee requests into trackable tickets. Each step ensures clarity, ownership, and visibility until the request is completed. 

Step 1: Request Submission 

  • The process starts when an employee submits a request. 
  • The request is submitted through a SharePoint form 
  • Required fields collect essential details 
  • Attachments can be added if needed 
  • This step ensures the request is complete and clear from the beginning. 

Step 2: Ticket Creation 

  • Once the form is submitted: 
  • A ticket is created automatically 
  • A unique ticket ID is assigned 
  • The ticket is stored in SharePoint 
  • This allows every request to be tracked individually. 

Step 3: Ticket Categorization and Priority Setting 

  • After creation, the ticket is organized. 
  • The request is categorized (IT, HR, Admin, etc.) 
  • A priority level is assigned based on urgency 
  • This helps teams understand the nature and importance of the request. 

Step 4: Ticket Assignment 

  • The system routes the ticket to the right owner. 
  • Tickets are assigned to individuals or teams 
  • Assignment can be manual or automated 
  • Ownership is clearly defined 
  • This prevents tickets from remaining unattended. 

Step 5: Ticket Review and Action 

  • The assigned team reviews the ticket. 
  • Request details are analyzed 
  • Tasks or follow-up actions are performed 
  • Additional information is requested if required 
  • All activity remains recorded within the ticket. 

Step 6: Communication and Updates 

  • Communication happens inside the ticket. 
  • Status updates are recorded 
  • Comments are added for clarity 
  • Requestors stay informed without emails 
  • This keeps all discussions in one place. 

Step 7: Approval Handling (If Required) 

  • Some requests require approval. 
  • The ticket is routed for approval 
  • Approvers review details in SharePoint 
  • Decisions are logged in the ticket 
  • This ensures approvals are documented and traceable. 

Step 8: Resolution of the Ticket 

  • Once the request is addressed: 
  • The ticket status is updated to resolved 
  • Resolution details are added 
  • The requestor is notified 
  • This confirms the work is complete. 

Step 9: Ticket Closure 

  • After confirmation: 
  • The ticket is closed 
  • No further changes are allowed 
  • The ticket remains available for reference 
  • This helps build a request history. 

Step 10: Reporting and Review 

  • Closed and open tickets support reporting. 
  • Teams review workload 
  • Managers track response patterns 
  • Trends help improve internal processes 
  • Reporting supports long-term improvement. 

Automation and Workflows in SharePoint Ticketing 

SharePoint ticketing systems often use workflows to reduce manual effort. 

Common workflow actions include: 

  • Auto-assigning tickets 
  • Sending notifications on updates 
  • Managing approvals 
  • Changing status automatically 

This keeps the process consistent and predictable. 

Reporting and Visibility 

A ticketing system in SharePoint helps teams track: 

  • Open and closed tickets 
  • Pending approvals 
  • Team workload 
  • Resolution timelines 

Managers gain visibility without chasing updates. 

Security and Data Control 

Since the system runs on SharePoint Online: 

  • Data stays inside the organization’s Microsoft 365 tenant 
  • Permissions control who can see or edit tickets 
  • Sensitive requests remain protected 

This is especially important for HR and IT requests. 

Advantages of Using SharePoint for Ticketing 

  • Centralized request handling 
  • Clear ownership and accountability 
  • Better visibility for employees and managers 
  • Uses existing Microsoft 365 environment 
  • No need to manage multiple tools 

When a SharePoint Ticketing System Makes Sense 

A ticketing system in SharePoint is a good fit when: 

  • Requests are internal 
  • Teams already use Microsoft 365 
  • Visibility and structure are priorities 
  • Data control is important 

When It May Not Be the Right Fit 

It may not be suitable if: 

  • You need customer-facing support portals 
  • You require offline usage 
  • You need heavy external integrations 

Conclusion

ticketing system in SharePoint brings structure, clarity, and accountability to internal request handling. By turning requests into trackable tickets, teams gain visibility, managers gain control, and employees know exactly where their requests stand. 

For organizations already using Microsoft 365, SharePoint-based ticketing provides a practical and organized approach to managing internal support.

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Frequently Asked Questions

A ticketing system in SharePoint is a structured way to manage internal requests using SharePoint Online. Each request is converted into a ticket that can be tracked, assigned, and resolved in an organized manner.

SharePoint ticketing systems are commonly used by internal teams such as IT support, HR, facilities, administration, and finance to manage employee requests.

No. SharePoint ticketing systems are designed mainly for internal request handling. They are not ideal for external or customer-facing support scenarios. 

Tickets are created when employees submit requests through a SharePoint form. Each submission automatically generates a ticket with a unique ID. 

Yes. A single SharePoint ticketing system can support multiple departments by using categories, permissions, and role-based views. 

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