Creating your Workflow

Creating your Workflow

Creating your Workflow You can design your workflow to collect information from different stakeholders and undertake routing to request for action. Raising a requested ticket could be assigned to a user or group. This article illustrates the stages of the workflow process: New … 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!
How to choose the right architecture

How to choose the right architecture

How to choose the right architecture SteadyPoint help desk can manage your tickets in different workspaces. The Workspace changes depending on the company’s hierarchy/support life cycle within the organization. However, we have a common workspace that can be used with … Read more!
Adding Ticket Watchers

Adding Ticket Watchers

Adding Ticket Watchers A ticket watcher is a user (in addition to the ticket’s assignee, reporter and owner) that receives email updates about the ticket. If a watcher is added to a ticket, the system automatically provides the watcher access to the … Read more!
Creating a new ticket

Creating a new ticket

Creating a new ticket A ticketing system is software that helps you streamline customer support tickets. Ticketing system software provides all the context you need to resolve issues and also allows you to prioritize, track, and automate routine support tasks. … 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!
User Roles

User Roles

Defining user roles on SteadyPoint Helpdesk has never been easier. Read this guide to understand how to do it yourself!
Microsoft Teams Extension

Microsoft Teams Extension

Permissions: only global admins can create new extensions and can be consumed by all users depending on their permissions. Extension is a web part that you can add it to your Microsoft Teams and other solutions, it collects tickets from … Read more!
Common Issues

Common Issues

Common Issues 1) When I create a ticket and enter my notes. I attempt to click on Post, but nothing happens. How do I fix this? This is not meant to be clickable. To add a note or a post, … 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 trigger easily by following the steps … Read more!