Service groups
Last update: 3 years agoWhat is it for?
Through the service groups, you can distribute and monitor the demands (calls, tasks, time notes, etc.) by sectors, projects, service areas, departments or teams.
Why does it need to be done?
For example, in my company I have the Analysts, Developers and Sales team. Each with its specific process. In this case, the ideal is to departmentalize the demands that will be executed.
But, if in my company I have Project A and Project B and all departments are included in the same process in which each employee needs to visualize the flow as a whole, the ideal is to segment the taskier by project.
Both possibilities are available with taskier.
When should it be done?
This is a mandatory step to use all the features, so it must be configured as soon as you purchase taskier.
Who should do?
This action must be performed by the contracting user of the taskier platform or users that he defines who can access this resource through new access profiles.
Where should it be done?
⦁ Link: https://app.taskier.io/panel-agent/attendance-groups
⦁ Menu → Management → Service Groups → Register Service Groups
How should it be done?
| Input | What to do? |
| Name | Set a title for the Service Group for easy identification |
| Categories | Select the pre-registered categories in which it will be possible to open tickets later (Example: Doubt, Bug, etc.) |
| Organization | Select the company responsible for this service group, project or department. It could be your company or a client's, for example. |
| Attendants | Select the employees who will meet the demands open to this service group. |
| Customers | Select the customers who will be able to open and monitor the demands of this service group. |
| Message Status | Select what status this call group will have. This information will be available on a kanban board later. |
| Default Message Status | Select to which status the ticket should be automatically set when your customer or team opens a ticket (Example: waiting for service) |
| Timezone | Define which time zone your project or department will respond to |
| Opening hours | Days and times that the project or department will meet the demands. This is an important field for the SLA |
This tutorial was presented on how to configure service groups, if there is still a question, contact us or contact us through the e-mail [email protected]