How the Help Desk works
- An Admin configures request types and categories
- Staff members submit help desk requests using the configured types
- The request is routed to the appropriate team based on the request type
- The team reviews the request and takes action
Request statuses
All members can submit help desk requests. Admins configure request types and approval workflows. Managers can manage incoming requests for their team.
How-to guides
Configure Request Types
Set up the types of help desk requests your team handles.
Manage Categories
Organize request types into categories.
Set Up Approval Workflows
Configure which request types require approval.
Submit a help desk request
Submit a new help desk request.
Export tickets
Download tickets as an Excel or CSV file.
Help Desk reports
Chart each form’s tickets and share a filtered report.