Creating a Helpdesk Request
Overview
The Helpdesk module allows you to submit internal requests, report issues, and track their progress — all in one place.
Tasks can be related to HR, finance, assets, or any other company process and are routed to the appropriate department based on category and priority.
Who Benefits
Employees – report issues or submit requests with full visibility and status tracking
Managers – monitor team-related tasks or delegate support needs
Support Teams – organize incoming requests and track workloads efficiently
Steps to Create a Helpdesk Request
Open the Helpdesk module
Go to Self Service → Helpdesk
Click “+ Create”
This opens the task creation form with required and optional fields.
Fill in task details
Complete the form step by step:
Title – briefly describe the request (e.g., “Laptop screen issue”)
Category – select a category like HR, Equipment, Finance, etc.
Assignee (optional) – choose who should handle it, or leave it blank
Priority – set the urgency: Optional, Low, Normal, High, or Critical
Due Date – (optional) specify a deadline
Description – add clear and complete details of the issue/request
Submit the task
Click Save to send the task into the system. It will automatically appear in your task list and be visible to the assigned group.
Outcome
Creates a transparent, traceable support request
Ensures the right team receives the request
Lets you monitor status and resolution progress without back-and-forth emails
Last updated