✔️ Available on all
subscriptions.
Navigation
menu
Teamwork Desk's main
navigation menu
is pinned to the left side of your
site.
You can
quickly toggle the menu to be
expanded or minimized by clicking
the
> / < at
the bottom of the menu.
The menu's items include site-level
areas, notifications, help center, and your
profile, all of which are outlined in the
subsequent sections on this page.
Tickets
The Tickets area
(aka the central hub
where you can view and manage tickets
across your inboxes).
A secondary navigation panel on the Tickets view's left allows you to switch between your Starred Inboxes view, My Tickets, Custom Views, Training Wheels, and individual inboxes.
Selecting a subsection or inbox loads the associated tickets in the main view. These tickets are grouped based on their current status (ex. "Active," "Waiting on customer," custom statuses, etc.) — use the tabs at the top of the tickets list to switch between statuses.
Custom views
Custom views (formerly
known as smart
inboxes) are customizable ticket lists populated with tickets across one or multiple inboxes that meet specific criteria.
Quick add
Create any of the following items
from anywhere on your
site using the quick
add
menu:
- Ticket
- Customer
- Custom view
- Company
Home
The Home area
provides a dashboard view detailing
site activity
and insights, as well as your
inboxes.
Search
Search for
tickets, customers,
companies,
or help docs. Click the magnifying
glass to open the search
slide out panel.
Use the item picker to refine
your search based on item (tickets,
customers, companies, or help
docs).
Help Docs
Manage all of your Help
Docs sites and
associated articles.
Reports
✔
Available on Premium and Enterprise
subscriptions
Explore insights
and
metrics for tickets,
activity, happiness, and help
docs.
People
View agents, customers,
and
companies in the People area.
Depending on your role permissions,
you
might also have the ability to manage
agents from this view.
Notifications
Keep
up to
date with all
things relating
to your tickets, such as replies,
notes,
and happiness ratings.
Other apps
Quickly switch to
another
Teamwork
product.
Only apps currently
turned
on for your Teamwork site are
listed.
You also need to be an activated
user
for the relevant product in order
to
log in.
Site administrators have
an additional option to manage
apps where they can manage the
activation of each product.
Help
Access additional
product help &
support.
| Help &
support | View Teamwork
Desk's support
pages. |
| Send us feedback | Share feedback with us about
your Teamwork Desk
experience. |
| Desk integrations | View Teamwork Desk's
supported
integrations. |
| Help &
support | View Teamwork
Desk's support
pages. |
| Send us feedback | Share feedback with us about
your Teamwork Desk
experience. |
| Desk integrations | View Teamwork Desk's
supported
integrations. |
Profile
Click your profile
image to
access your
profile menu.
🔑 Some options such as Subscription and Settings are
only accessible to site
administrators.
| View
profile | View your profile and update your personal
details. |
| My tickets | View your assigned
tickets in the dedicated My
tickets view in
the Tickets area. |
| What's new? | View a timeline of
recent Teamwork Desk
product
updates. A badge count
is displayed when a
new update is
added. |
| Subscription | View and manage your site's
Teamwork Desk subscription. |
| Refer Teamwork | Access your referral program
history. |
| Settings | View and manage Teamwork Desk site
settings. |
| Log out | Log out of your current
session. |
| View
profile | View your profile and update your personal
details. |
| My tickets | View your assigned
tickets in the dedicated My
tickets view in
the Tickets area. |
| What's new? | View a timeline of
recent Teamwork Desk
product
updates. A badge count
is displayed when a
new update is
added. |
| Subscription | View and manage your site's
Teamwork Desk subscription. |
| Refer Teamwork | Access your referral program
history. |
| Settings | View and manage Teamwork Desk site
settings. |
| Log Out | Log out of your current
session. |
Teamwork Chat
Use Teamwork Chat directly
within Teamwork Desk by turning on Embedded
Chat in your Teamwork Chat
integration settings.
Clicking the Chat icon opens
a
pop-up window listing your
conversations
and channels.