Workspaces

Workspaces

A workspace is your board for each of the departments, functions, locations, etc. where you can manage communication, permissions, and collaborations. Workspace allows you to manage the tickets per department (IT, HR, Finance, etc.), by location (New York Office, Washington … Read more!
Request Types

Request Types

Allows for the categorization of Requests under Workspace. Under each workspace you can assign an Admin/ Team/SLA to handle Request Types. Under the Request Types you can build the forms and design the workflows. Create a new Request Type 1) … Read more!
Form Builder

Form Builder

Permissions required: Global admin, Workspace admin It does not matter what form is required to collect data from users, this module enables you to customize a form for each request type in terms of field and to have the flexibility to change … Read more!
Workflow Builder

Workflow Builder

With the dynamic workflow builder, you can customize each and every step of the problem resolution. Accessing the Workflow builder You can access the work flow builder from the Request type ,Category and Sub-category. 1) Request Type 2) Category 3) … Read more!
Triggers

Triggers

A trigger is a special type of stored procedure or action that allows you to setup automatic reaction runs in response to conditions or events. Adding a new trigger You can create a new triggers easily by following the steps … Read more!
Transition Changes to Existing Clients

Transition Changes to Existing Clients

Our team at SteadyPoint is committed to providing our clients with the best product and features. We are continuously enhancing and developing the product by listening to our clients’ comments, and keeping our system up-to-date with the latest technologies. This … Read more!
Action Items

Action Items

A new way to view Tasks, Approvals and Reminders Adding a activity Activities are added from the tickets Tasks Reminders Approvals Accessing the Action Items Access the action items (activities) assigned to you. Tasks Approvals Reminders
Auto-close

Auto-close

Helpdesk ticket auto-close allows for tickets to closed after a set period of time without requiring manual closure. Learn how to do it by reading this guide!
Calendar in HelpDesk

Calendar in HelpDesk

Creating multiple working calendars in SteadyPoint helpdesk to suit users with different working shifts has never been easier, check out how to do it here!
Ticket created via email Trigger Action

Ticket created via email Trigger Action

Ticket created via email Trigger Action 1) Create New Trigger 2) Add Trigger information Trigger Name : Forwarded Gmail emails Tigger Description : Optional Scope : The workspace the trigger will be activated in Trigger Action : Select an action … Read more!