How Tos

How to do specific tasks in Desk365

Updates & News

Release notes and product updates

Getting Started

Setup guides that help you get started.

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 One crucial aspect of providing exceptional customer service is ensuring that Service Level Agreements (SLAs) are configured and applied to tickets appropriately. This article will guide you through the process of configuring SLAs in Desk365 so that they can be easily applied to any ticket.  No SLA Policy When

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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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How To: Configure Custom Support Emails

When you create a Desk365 account we provide you with a default email ID,  support@yourdomain.desk365.io. This will work as a default support email for your support team. Any email sent here will automatically be converted into tickets.  If you would rather use your own custom support email, like support@yourdomain.com,  you

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Desk365 Support Bot Updates

https://www.youtube.com/watch?v=TbIbdCdn6_A Today, we released a major upgrade to the Desk365 Support Bot for Microsoft Teams. If you’ve installed the Support Bot, you’ll need to uninstall it and re-install the new version. Installing is easy and you’ll find step by step instructions here.  Now, let’s dive into the new updates: Create

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How To: Add custom fields to the Create Ticket form

https://www.youtube.com/watch?v=QAGkaScSQNw You can customize ticket forms in Desk365 by adding custom ticket fields that work for your specific needs. To get started, go to the Settings > Admin > Ticket Fields tab in your Desk365 helpdesk. There are two types of custom fields: 1. Single Level Fields: These are fields

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How To: Customize the Create Ticket form

https://www.youtube.com/watch?v=6JN09eAolgw Creating tickets to raise a support request is usually the first experience your users have with your support team. Let’s see how you can configure a Create Ticket form in Desk365 that makes it easy for your users to raise a ticket with fields that make sense for your

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