Are you a Support Ticket Agent? do you work within Teamwork Desk? This update from Teamwork will be very helpful to you! Posted By: Emma Hanley / November 26th, 2020 Deleting files from tickets We know how imperative it is for you to keep your customer data safe – this is why we have introduced […]
Read MorePro Tips directly relating to the use of Teamwork
Mentions and Replying in Teamwork | 112
In todays ProTip, let’s dive into the best ways to reply to a thread in Teamwork. Teamwork allows for quick email replies as well as email mentions. However, these replies can get confusing quick for everyone involved. So lets take a couple minutes to discuss options available to you as we reply to teamwork tasks/threads. […]
Read MoreTeamwork Task Reminders | 106
Posted by Teamwork on September 9th. Within Teamwork, you can add task reminders at specific times which can then be sent via email, mobile push notification or SMS. Reminders can be added to active tasks on your site in a number of ways. Note: Future reminders will not be sent once a task has been marked […]
Read MoreSort Teamwork Projects | 104
Have ever wondered why it’s hard to find specific projects on your teamwork account? Maybe you have 8-10 projects that you are part of and you would like a way to sort your projects quickly. Before we dive in, lets define ‘Projects’ as it relates to Teamwork. I think it is really easy to think […]
Read MoreSupport Ticket Priorities | 102
Have you ever submitted a CreekHelp support ticket? You know that one of the required fields is to select a [Priority] for your ticket. Have you wondered what the priorities mean and how quick you may receive help? Hopefully we can help explain a bit of that today! The following Priority Levels exist: Today Critical […]
Read MoreHelp is on the way! | 094
Have you ever submitted a Support Ticket? Have you wondered… Where did my ticket go? Who is working my ticket? We have answers! WOO HOO! After you submit a Support Ticket, you should receive an automatic reply within a minute or two. Take a quick look at the reply email. There is some cool stuff […]
Read MoreSearch Support Tickets | 092
Did you know that you can search your previously submitted support tickets? Not only can you search for your previously submitted tickets, but you can search/see all tickets that have been submitted by anyone in the organization. This feature is most beneficial if you want to see what tickets someone on your team has submitted […]
Read MoreTeamwork Calendar | 090
Did you know that Teamwork Projects offers a calendar option? While the calendar within Teamwork can be filled with lots of information and could be overwhelming, our goal today is to show a quick way to filter down to specific areas of the calendar. Note: Each item on the calendar is assigned to an [Event-Type]. […]
Read MoreSort Projects in Teamwork | 088
Did you know that you can sort your available list of Projects in Teamwork? Within Teamwork, you can view all of your projects in a list or grid view. Go to the Projects area at the top of your site and select the List tab. Project Statuses If you have many projects they may have different statuses depending […]
Read MoreSort or Filter Notebooks in Teamwork | 083
Did you know that you can sort your Teamwork Notebooks? Click the sort button in the top right to open a list of options by which to sort. You can sort by: Name Date Category If you are looking to see the most recently updated Notebook, Sort by Date (desc) as illustrated. Within Teamwork, you […]
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