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How Tos

How to do specific tasks in Desk365

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Release notes and product updates

Getting Started

Setup guides that help you get started.

How To: Create Custom Ticket Forms

https://www.youtube.com/watch?v=6JIk418oA_w In Desk365, you can create and use multiple custom ticket forms according to your own needs.  A ticket form is a set of predefined ticket fields for a specific service request. For example, you might need to collect different information for different workflows and having the same form for

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How To: Customize the Home Tab in Desk365

https://www.youtube.com/watch?v=XlNxe6KdXyQ&t=3s The Home Tab in Desk365 is useful to get a bird’s eye view of the overall performance of your helpdesk. Till date, this dashboard view was fixed and couldn’t be customized. But, as more customers reached out to us to add options to the Home Tab to measure different

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How To: Create a Custom Ticket View

https://www.youtube.com/watch?v=wuTnxfIrMe4 Custom Views help you to organize tickets better by grouping them into lists based on a defined set of criteria. For example, you can create a view for open tickets that are assigned to you, a view for tickets with specific SLAs applied to it, a view for tickets

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IT Support Levels: How L0, L1, L2, L3, L4 Support Tiers Work

The well-known business axiom “Customer is King” effectively summarizes the importance of prioritizing customer satisfaction. Customers usually have high expectations from the support team. And it’s a no-brainer responding to their questions immediately and resolving their issues can have a positive impact on your business. But it’s not always as

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How to Use Microsoft Teams as a Help Desk

https://www.youtube.com/watch?v=TbIbdCdn6_A According to this Business of Apps article, the number of active users using Microsoft Teams saw a huge rise during the pandemic from 75 million in April 2020 to 270 million users in 2022, growing by a percentage of about 260%. Teams also outperformed Slack’s 18 million active users

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How To: Configure Customer Support Portal

https://www.youtube.com/watch?v=PIOGQUTTe-E Giving customers fast, and immediate answers will help in improving customer satisfaction and make the brand stand out. What is a Customer Support Portal? A customer support portal is a self-serve, web-based online portal where your contacts can create tickets, check on the status of previously created tickets, view

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How To: Set Up Forwarding Rules in Office365

A key part of setting up your own custom support emails with Desk365 is making sure you’ve set up the correct forwarding rules so that emails sent to your custom email are forwarded to Desk365. In this article we’ll go over how to do this in Office365. Forwarding Email Address

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How To: Configure SLAs and apply them to tickets

https://www.youtube.com/watch?v=4YjzTpgRKYo Based on valuable customer feedback, we’ve revamped the SLA module, making it easier to configure and use. In this article, let’s go through some of the concepts and show you how to configure SLAs so that they can be easily applied to any ticket.  No SLA Policy When you

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How To: Create and Send Customer Surveys

https://www.youtube.com/watch?v=Z-CaRduOO3Q Getting timely feedback from your customers as they interact with your support team is imperative to understand and improve your customer experience. And, the best way to get timely feedback is to send out surveys whenever a ticket is resolved or closed. With quantifiable data from these surveys you

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How To: Track time spent on tickets

Tracking time spent on tickets is critical for any helpdesk. Desk365 makes it easy to log time spent on tickets and to report on them. To start tracking time spent on a ticket, look for the ‘Time Entries’ section in the Ticket Details page. Add Time Entry: Click the ‘Add

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