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Sections of the Service Desk: List, Calendar, Kanban

Open the Service Desk

1. Click on Service Desk
Sections of the Service Desk: List, Calendar, Kanban - Visp App

How to Sort and Organize Your Tickets?

2. Select List
Sections of the Service Desk: List, Calendar, Kanban - Visp App
3. Click on All Technicians.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
4. Use the dropdown to select the technician and view that technician’s ticket list.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
5. Use the status buttons to sort tickets based on status.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
6. Click on Others
Sections of the Service Desk: List, Calendar, Kanban - Visp App
7. Use the dropdown to toggle tickets based on custom status.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
Use the Kanban board to assign custom status to tickets.
8. Click on the priority buttons to sort by priority.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
9. Click on the date field.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
10. Use the date picker to select a date or choose from the custom schedules on the left sidebar.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
11. Click on Apply to save your changes.
Sections of the Service Desk: List, Calendar, Kanban - Visp App

How to Customize Columns?

12. Click on the hamburger menu.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
13. Select Choose Columns
Sections of the Service Desk: List, Calendar, Kanban - Visp App
14. Enable the fields you want to display.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
15. Disable the columns you want to hide.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
16. Click on Restore Defaults to restore to the last saved configuration.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
Click Reset to restore the system-defaults.
17. Click on Close to save the changes.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
18. Adjust column headers by clicking and dragging the separator.
Sections of the Service Desk: List, Calendar, Kanban - Visp App

Export CSV Reports

19. Click on the Hamburger menu.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
20. Click on Include Ticket of Deleted Subscribers
Sections of the Service Desk: List, Calendar, Kanban - Visp App
This will load all tickets within a given date range, for a given status or priority, including those from Deleted Subscribers.
21. Click on Export CSV
Sections of the Service Desk: List, Calendar, Kanban - Visp App
A CSV file will automatically be downloaded, containing the columns and tickets on your current selected data sets.

Ticket Calendar View

22. Click on Calendar
Sections of the Service Desk: List, Calendar, Kanban - Visp App 23. Click on Week
Sections of the Service Desk: List, Calendar, Kanban - Visp App
24. Select Month to display all tickets within a 30-day period.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
25. Press the left and right arrows to navigate the calendar view forwards or backwards from the present date range.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
26. The Resource Timeline functionality allows you to view technician schedules on an hourly basis for a specific date.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
27. Use the left and right arrow keys to move through the Resource Timeline view one day at a time, either forward or backward.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
28. In the Resource Timeline display, you can confirm if schedules overlap or examine the technician’s availability on an hourly basis.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
29. Hover over tickets to view additional details.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
30. Or click on a ticket to view all details.
Click on the X icon on the ticket to close the panel.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
Ticket Kanban View
31. Click on Kanban
Sections of the Service Desk: List, Calendar, Kanban - Visp App
32. The Kanban View allows you to view tickets based on their status of progress.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
33. Click on the date field.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
34. Use the date picker for selecting a date, or select from one of the custom schedules available on the left sidebar.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
35. Click on Apply to save your changes.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
36. Click on the Hamburger menu.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
37. Explore options for syncing tickets with Google Calendar, or see the toggles for showing deleted subscriber tickets, and the options for printing.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
38. Click and hold a ticket from one column.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
39. Move the ticket to another column.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
40. Move the ticket to the “Others” column.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
A Select Status field opens.

41. Click on the dropdown.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
42. Use the dropdown to select a status for the ticket.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
Click on “New status” to assign a new one.

43. Click on Cancel to discard the changes.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
44. Press the Save button to generate a new status and associate your ticket with it.
Sections of the Service Desk: List, Calendar, Kanban - Visp App

Moving Tickets to the Resolved Column in Kanban View

45. Click on Details to open the full ticket view.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
46. Hit “Mark as Resolved.”
Sections of the Service Desk: List, Calendar, Kanban - Visp App
47. In case of linked tickets, you have the option to Resolve them as well. To see linked tickets, click on “Cascade update to linked tickets.”
Sections of the Service Desk: List, Calendar, Kanban - Visp App
48. If you want to apply changes to every linked ticket, toggle the “Select All” option.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
49. Enable the “Cascade update to linked tickets.”
Sections of the Service Desk: List, Calendar, Kanban - Visp App
50. Click on “Resolve Ticket.”
Sections of the Service Desk: List, Calendar, Kanban - Visp App
51. You can send email notifications regarding changes made to the tickets.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
Click Yes , to send. Or click, No , to skip sending email notifications.

52. Click on the X icon to close the panel.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
53. Upon refreshing the webpage, you will now see your ticket displayed in the Resolved section.
Sections of the Service Desk: List, Calendar, Kanban - Visp App
đź’ˇ For more information about this and all other features in Visp, reach out to your Visp Client Success Team today.
Phone: 541-955-6900

Email: success@visp.net

Open a ticket via www.visp.net/ticket

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Service Desk

Discover how the Service Desk feature in Visp streamlines ticket management, from swift ticket creation and scheduling to organized views in Kanban, Calendar, and List formats.

Sections of the Service Desk: List, Calendar, Kanban

Master the Service Desk with Visp: organize tickets using List, Calendar, and Kanban views, customize columns, export reports, and efficiently manage ticket statuses and scheduling.

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