Getting started
From a request to its outcome in your organisation’s workspace.
Requester · Agent · Manager · AdministratorManual and resources
The manual for your everyday work.
Search for a feature, follow a complete workflow or start from your role. Every guide explains what you need, how to proceed and which result to check.
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39 guides available
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Language, appearance and preferences
Adjust the interface while preserving your working context.
Requester · Agent · Manager · AdministratorCreating a complete request
Choose the right form and preserve context for the person handling it.
Requester · Agent · ManagerFollowing, accepting or reopening
Check the next step and confirm the outcome.
RequesterWorking a ticket and collaborating
Assign responsibility and retain a useful history.
Agent · ManagerSearch, filters and saved views
Reopen a meaningful queue without rebuilding its criteria.
Agent · ManagerStatus and agent boards
Distribute the queue using drag, keyboard or selector.
Agent · ManagerBulk operations and partial results
Update multiple tickets with an outcome for each one.
Agent · ManagerAttachments and rich content
Share relevant files while respecting access and scanning.
Requester · Agent · ManagerSupplier requests
Link external references and deadlines without mixing the ticket lifecycle.
Agent · ManagerProjects and ticket continuity
Organise a substantial request while preserving its origin and conversation.
Agent · ManagerTasks, milestones, dependencies and baselines
Break down delivery and retain a plan snapshot.
Agent · ManagerGlobal planning and forecasts
Read tickets, projects and tasks without counting containers twice.
Agent · ManagerMy work and team Gantt
Inspect assigned work and personal availability.
Agent · ManagerPersonal sprints and shared backlog
Select work per person and period and preserve outcomes.
Agent · ManagerTimers and manual entries
Record tickets, projects, tasks and external activities.
Agent · ManagerSubmitting and approving timesheets
Close the week after reviewing individual entries.
Agent · ManagerTime reports and CSV
Compare actual work by person, category and project.
Agent · ManagerTime policies and team structure
Define tracking rules and approval responsibility.
Manager · AdministratorCalendars, capacity and leave
Maintain consistent availability for forecasts, sprints and expected hours.
Manager · AdministratorField Studio: forms and fields
Publish structured department requests.
Manager · AdministratorTranslating forms, sections and choices
Present local text while preserving technical values.
Manager · AdministratorAI review before submission
Complete the request under published policy.
Requester · Agent · Manager · AdministratorAI triage and quality
Configure post-creation assistance and inspect corrections.
Manager · AdministratorDepartments and operational people
Organise who handles requests.
Manager · AdministratorCompanies, common roles and exceptions
Assign explicit access without combining privileges.
AdministratorInvitations, resend and revocation
Connect verified identities to roles and companies.
AdministratorSLAs and calendars
Define operational deadlines by priority.
Manager · AdministratorNotifications, preferences and audit
Follow events and reconstruct actions.
Agent · Manager · AdministratorEmail and canned replies
Connect mail with controlled senders and attachments.
Manager · AdministratorWebhooks and deliveries
Send HTTPS events and inspect retries.
AdministratorSSO and recovery
Test before activating a connection.
AdministratorVerified public portal
Accept verified guests where allowed.
Requester · AdministratorPlans, quotas and counts
Read actual workspace entitlements.
AdministratorPurchase and subscription
Choose a plan, complete payment and follow your workspace activation.
AdministratorExport and closure
Download a copy of your data or request workspace closure, with the option to withdraw the request.
AdministratorRetention and legal hold
Inspect candidates before removal.
AdministratorPlatform and direct contracts
Manage customers without implying data access.
Platform administratorUnavailable features and errors
Understand the message, check the status and ask for help without repeating uncertain actions.
Requester · Agent · Manager · AdministratorChoose your starting point.
Getting startedGetting started
From a request to its outcome in your organisation’s workspace.
↗RequestsCreating a complete requestChoose the right form and preserve context for the person handling it.
↗Service deskWorking a ticket and collaboratingAssign responsibility and retain a useful history.
↗AdministrationCompanies, common roles and exceptionsAssign explicit access without combining privileges.
↗THE NEXT STEP
See this workflow in your working day.
Follow the guide’s steps and see how to organise your team’s work.