How to Create and Manage Ticket Categories in NativeDesk

Plan Compatibility:

• Pro & Agency Plans Only: Category creation and management are exclusive to Pro and Agency tiers.

Step 1: Navigate to Categories

1. Log in to your WordPress Dashboard.
2. In the left-hand sidebar, navigate to Tickets > Categories.

Step 2: Add a New Category

NativeDesk uses the standard WordPress taxonomy interface for managing categories.

1. Locate the Add New Category form on the left side of the screen.
2. Enter a Name for your category (e.g., Billing, Technical Support, or Sales).
3. (Optional) Enter a Slug (the URL-friendly version of the name). If left blank, WordPress will automatically generate one for you.
4. (Optional) Enter a Description to outline what this category is used for.
5. Click the Add New Category button.

Where are these used?

Categories configured here will automatically populate the category selection menu when an agent manually creates a ticket inside NativeDesk.

Step 3: Edit or Delete Categories

Once a category is created, it will appear in the table on the right side of the page. You can manage your categories using standard WordPress table actions:

• Edit: Under the category name click Edit to open the full edit screen to modify its name, slug, or description.
• Quick Edit: Under the category name click Quick Edit to make quick updates to the name or slug inline.
• Delete: Under the category name click Delete to remove it completely.