Ticket Assignments Route Requests Without the Guesswork

SimplifyIT automatically routes incoming help desk tickets to the right person or team based on your rules. Whether it's IT, facilities, or branch ops, each request gets to the right destination without unnecessary back-and-forth.

Auto-Assign or Do It Manually

Define assignment rules by topic, department, or issue type - or optionally let staff manually assign and reassign tickets as needed. You're in control of how tickets flow through your system.

Examples of Assignment Rules

  • Facilities Issues → Assigned to Maintenance Team
  • Software Request → Assigned to IT Department
  • Ticket from hr@domain.com → Assigned to HR Support
  • High Priority Escalation → Assigned to Senior Technician

Keep Your Teams Aligned

Assignments aren't just about workload - they're about ownership. SimplifyIT makes it easy to know who's handling what, avoiding dropped requests, duplicate effort, or awkward silences during follow-up.

Explore Related Features

Common Questions

Can we assign tickets based on department?
Yes. Tickets can be automatically routed by form type, topic, email address, or department selection.
Can staff reassign a ticket if needed?
Absolutely. Admins or designated users can reassign tickets manually anytime to another staff member or team.
Does auto-assignment work with email-to-ticket?
Yes. Incoming email tickets can be assigned based on address.
 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦