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Helpdesk | Tracking received emails

This process aims to efficiently manage and track every email received, by creating a new ticket/card in the pipe for each email. The tickets are reviewed, categorized based on the type of query, tracked until a response is sent, and finally closed.

Workflow template includes the following steps

Step 1 — Create a new ticket

Upon receiving an email, create a new ticket/card in the pipe with the details of the email.

Due Date

Output Field Conditions

Step 2 — Review the ticket

Review the ticket and categorize it based on the type of query.

Output Field

Step 3 — Track the ticket

Track the ticket until a response is sent out.

Due Date

Output Field Conditions

This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Helpdesk | Tracking received emails

In an organization, managing and tracking emails effectively is crucial to ensure that all queries are addressed promptly and no information slips through the cracks. This process, ‘Helpdesk | Tracking received emails’, is designed to streamline this task. Each received email will create a new ticket or card in the pipe. This ticket can then be reviewed and funneled by the type of information or query it contains. The ticket is tracked until a response is sent out and the demand is closed. This system ensures that every query is addressed in a timely manner and nothing is overlooked.

The benefits of implementing this process are manifold. Firstly, it ensures that all queries are addressed promptly and efficiently. Secondly, it provides a clear and organized system for managing emails, reducing the risk of overlooking important information. Thirdly, it allows for easy tracking of responses, ensuring that all queries are followed up on. Finally, it provides a clear record of all correspondence, which can be useful for future reference and for auditing purposes.

In conclusion, ‘Helpdesk | Tracking received emails’ is an effective and efficient process for managing and tracking emails in an organization. It ensures that all queries are addressed, nothing is overlooked, and all correspondence is recorded and easily accessible.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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