Overview of the Desk module

Learn how to set up your Desk module for effective use of all its features in your daily work

Updated over a week ago

Desk module the youngest from all presented in the system. This module helps with managing various kinds of cases that may arise in the company.

With it, you can create new cases and discuss them with a specific employee.

To get started with cases, you need:

1. Create categories. To do this, go to the settings, the section of the same name.

2. Then click on the 'Add' button and enter all possible values. Such as job changes, conflict situations in the team, maternity leave, etc.

How to create a case?

Each employee on the hot button has the opportunity to create a case.

You can also do this by going to the Me section - Cases.

When creating, you need to specify which employee the case will be associated to, category, its title and description.

This is what the new case looks like. Additionally, you can specify its status, as well as to whom it is assigned.

After creation, the employee to whom the case will be assigned will receive a notification on email and to the system (in the bell). When a participant responds to a case, the system sends notifications to its creator. Below you can see examples of these notifications:

Email notification for case manager

System notification

Notification for employee in the system

Email notification about response
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