Services

• Project
  • Project management
    • Configuration
      • Visibility and collaboration
      • Inviting external users
    • Scheduling activities
    • Top bar
      • Custom top bar buttons
        • Project dashboard
          • Using the project dashboard
            • Totals smart buttons
            • Milestones
            • Profitability
            • Budgets
          • Project updates
        • Project profitability
          • Revenues
          • Costs
        • Project milestones
          • Configuration
          • Using milestones
        • Project templates
          • Creating templates
            • Project roles in templates
            • Task scheduling in templates
          • Using templates
  • Task management
    • Task stages and statuses
      • Task stages
        • Creating task stages
        • Editing task stages
      • Task statuses
    • Task creation
      • Manual task creation
        • Task configuration
      • Creating tasks from an email alias
      • Creating tasks from a website form
    • Recurring tasks
      • Configuration
        • Set up task recurrence
        • Edit or stop task recurrence
    • Sub-tasks
      • Creating sub-tasks
    • Task dependencies
      • Set task dependencies
      • Remove dependencies
• Timesheets
  • Configuration
    • Access rights
    • Projects
  • Viewing timesheets
    • Daily totals
    • Period totals
  • Logging timesheets
    • Using the timer
    • Manually
    • From Project tasks and Helpdesk tickets
      • Timesheet billing rates and leaderboard
        • Billing rate indicators
          • Configuration
          • Using the billing rate indicators
        • Billing rate leaderboard
          • Configuration
          • Using the billing rate leaderboard
        • Leaderboard tips
      • Time off entries
        • Configuration
        • Workflow
      • Timesheet assistant
        • Configuration
          • Activation
          • Installation
            • Desktop activity
            • Browser activity
          • Assistant rules
        • Use
• Planning
  • Configuration
    • Roles
      • Property fields and roles
    • Employees
      • Working hours
      • Planning roles
    • Materials
    • Shift templates
  • Planning shifts
    • Create shifts
      • Create shifts from sales orders
    • Edit and delete shifts
    • Publish shifts
    • Open shifts and auto planning
    • Switching shifts and unassignment
      • Switching shifts
      • Unassignment
        • Field service
          • Intervention planning
          • Intervention logging
            • Geolocation
          • Worksheets
            • Configuration
            • Worksheets in shifts
          • Map
          • Invoicing
            • Time-based invoicing
            • Products
            • Quotations
          • Customer report
• Helpdesk
  • Create a Helpdesk team
    • Visibility & Assignment
      • Determine team visibility
      • Follow all team’s tickets
      • Automatically assign new tickets
        • Assign tickets based on workload
        • Assign tickets based on expertise
  • Merge tickets
  • Convert tickets to opportunities
    • Overview
      • Receiving tickets
        • Enable channel options to submit tickets
          • Email Alias
          • Live Chat
            • Live Chat channel configuration
              • Operators tab
              • Options tab
              • Channel Rules tab
              • Widget tab
            • Create a support ticket from a live chat session
          • Website Form
            • Website ticket form customization
        • Prioritizing tickets
      • Help Center
        • Configuration
        • Knowledge
          • Enable Knowledge on a Helpdesk team
          • Search articles from a Helpdesk ticket
            • Share an article to the Help Center
          • Solve tickets with a clipboard box
            • Add clipboard boxes to articles
            • Use clipboard boxes in tickets
        • Community Forum
          • Enable forums on a Helpdesk team
          • Create a forum post from a Helpdesk ticket
          • Create a Helpdesk ticket from a forum post
        • eLearning
          • Enable eLearning courses on a Helpdesk team
          • Create an eLearning course
            • Add content to an eLearning course
          • Publish an eLearning course
            • Publish eLearning course contents from the back-end
      • Service level agreements (SLA)
        • Create a new SLA policy
          • Define the criteria for an SLA policy
          • Establish a target for an SLA policy
        • Meet SLA deadlines
        • Analyze SLA performance
          • Pivot view
          • Graph view
          • Cohort view
      • Reporting
        • Available reports
          • Tickets Analysis
          • SLA Status Analysis
          • Customer Ratings
        • Use cases
          • Assessing performance based on customer priority
          • Monitoring SLA compliance over time
      • Customer ratings
        • Enable customer ratings on Helpdesk teams
        • Set a ratings request email template on a stage
    • Advanced
      • After-Sales services
        • Set up after-sales services
        • Issue refund with credit note
        • Generate coupons from a ticket
        • Return products
        • Send products for repair from a ticket
        • Plan field service interventions from a ticket
      • Close tickets
        • Manually close solved tickets
        • Automatically close inactive tickets
        • Allow customers to close their own tickets
      • Track and bill time
        • Configure track and bill time features
          • Enable track and bill time on a helpdesk team
            • Configure service products
        • Invoice prepaid support services
          • Create a sales order with prepaid product
          • Create and send an invoice for prepaid services
          • Create helpdesk ticket for prepaid services
          • Track hours on helpdesk ticket
        • Invoice post-paid support services
          • Create a sales order with a time-tracked product
          • Create a helpdesk ticket for time-tracked services
          • Track support hours on a ticket
          • Create an invoice for hours tracked on a ticket