Workia

Handling a gazillion tasks on different cases can be quite overwhelming. 😪

Tickets &amp; Tasks sorts out your tasks from all cases, checklist items, and tickets assigned to you! Let's get you started by clicking on Tickets &amp; Tasks on the home page!

This section contains alerts and a list tickets and upcoming tasks. ​

Manage and track all your support tickets within the app and streamline issue management and resolution for your employees and case records!

💡Learn more about tickets <a href="https://support.workia.com/en/articles/9307695-ticketing-overview">here</a>.

Instead of going through multiple cases one-by-one, accomplished checklist items can be marked as complete by simply clicking on the check box. ✅

Click on the magnifying glass icon to access the search bar. Type in a keyword related to the case or checklist item on the Search Bar for a quick way to search for an item! ​ Beside it is the Filter icon. Use it to narrow down searches. Items can be sorted by:

- Urgency
- Due Date
- Owner
- Case Type
- Case Status
- Task Status

Tickets & Tasks Overview

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Tickets & Tasks Overview

Summary

Tickets

Tasks