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  2. todo4teams 4 DocumentationIcon
  3. User ManualIcon

User Manual

This is the manual for all operating systems, including tablets and smartphones. The screen layout may vary depending on the device. However, the operation is the same. Please also note the list of Tutorials and the frequently asked questions in the todo4teams FAQs! You can find the administration manual here.

  1. Quickstart
    1. Start and log in
    2. Installation of todo4teams as a Progressive Web App (PWA)
    3. What is where?
    4. Processing tickets
    5. Creating tickets
    6. Parlance
    7. Tips and Tricks
  2. Introduction
    1. Tickets
    2. Teams
    3. Web Push Messages
    4. Send web push messages
  3. Role Concept
  4. Creating tickets
    1. Attaching files
    2. Attaching Forms
    3. Intelligent helpers
  5. Processing tickets
    1. Accept tickets
    2. Closing tickets
    3. Reopen tickets (Bearbeitung abbrechen)
    4. Reject tickets
    5. Forwarding tickets
    6. Forward externally
    7. Inquiries
    8. Deleting tickets 
    9. Assigning tickets
    10. Finishing with Video Call
  6. Tickets in the outbox
    1. Reopen a ticket in the outbox
    2. Archiving tickets
    3. Archiving all tickets
    4. Deleting tickets
  7. Answering emails
    1. Identify email tickets
    2. Special features of email tickets
    3. Send email replies
    4. Sign and encrypt emails
  8. Inquiries
    1. Your experts
    2. Send questions to experts and accept answers
    3. The inquiry workflow at a glance 
  9. Forms
  10. Full-text editor
  11. Dashboard
  12. Service Level
  13. User profile
  14. Archive
  15. User Preferences
     

Quick Links

  • Documentation
  • Manual
  • Tutorials
  • FAQs

Backlinks

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