How to create a 'Client Onboarding' or 'New Hire' flow in Zendesk. скачать в хорошем качестве

How to create a 'Client Onboarding' or 'New Hire' flow in Zendesk.

For more information on creating an onboarding / new hire flow in Zendesk see: https://sweethawk.com/blog/how-to-cre... Install the SweetHawk Tasks app here: https://sweethawk.com/zendesk-tasks-app Install the SweetHawk Super Suite see here: https://sweethawk.com/super-suite The video shows how to create a streamlined onboarding or new hire process using the Tasks app in Zendesk. The first step is to design the flow by creating a list of tasks and deciding who will be responsible for each task. Then, create the main onboarding task list. For tasks that need to be assigned to other team members, create templates for sub-tickets and specify which template will be used to create a sub-ticket for each task. Next, automate the tasks and sub-tickets using a Zendesk trigger. Finally, test the flow and consider using other apps like SweetHawk Timers and SweetHawk Approve for tracking time and approvals, respectively. Reporting can be done using Zendesk Views or Explore.