Project support requests handling tools (Integrated with Helpdesk)

The Project and Helpdesk app integration feature is used for support ticket creation to relevant departments or employees to execute tasks in projects.

Note

Users need to Set up the Helpdesk app for integration.

1. Create Tickets.

   Navigate to Project ‣ Tasks and select the tasks that need to be supported, click on Create Tickets.

   The system will redirect to Helpdesk in Kanban view. Click on Create to create a ticket. The Task on request and its Project will be auto-added to the ticket details.

   After finishing creation, users manage tickets created from tasks by using the Tickets button.

2. Convert to Ticket

   In the task that needs integration, click on Convert to Ticket.

   Next, complete the information to convert to a ticket. Information such as: partner, email, project and description will be moved from task to ticket. Note that Helpdesk Team is required and click on the Create Ticket button at last.

   When completing convert, tasks that have converted to ticket will not be displayed in the project. Learn more about the use of Helpdesk app.