Hub - TaskDesk

The easiest helpdesk system for your whole team. The FinView TaskDesk helps you to manage the activities of your team. Ensuring you never miss a communication, guaranteeing you keep on top of your cases at all times.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Understanding 'Up to Today' and 'All Tasks' Navigation in My Open Tasks

In FinView's TicketDesk, managing tasks is simplified with quick navigation options. Two buttons in the 'My Open Tasks' section, 'Up to Today' and 'All Tasks,' aid in this.

How to Link an Unlinked Email to a Case

Occasionally, FinView's TicketDesk may receive emails not directly linked to any case. In such cases, the system automatically creates a ticket.

How to Change the Deadline Date on a Task in FinView's TicketDesk

Welcome to this guide on changing the deadline date on a task using FinView.

How to Assign a Task to a User

Assigning tasks in FinView's TicketDesk ensures efficient workload management for your team.

Navigating Through Tasks Using the FinView TicketDesk Navigation Panel

The FinView TicketDesk Navigation Panel, situated on the left side of your TicketDesk dashboard, offers a seamless way to manage tasks. It lists various task categories for easy navigation.

How to Close a Task in FinView

Here's a step-by-step guide to closing a task in FinView, ensuring efficient task management.

Understanding Task Statuses in FinView's TicketDesk

In FinView's TicketDesk, task status is vital for workflow efficiency. Accurately updating statuses ensures smooth management and communication. Here, we'll explain the four available statuses.

How to find your tasks in FinView

Managing tickets effectively ensures smooth communication and case progression in FinView. This article guides you on easily finding your tickets within the platform, with two accessible methods.

What is the FinView TicketDesk?

FinView's TicketDesk system ensures effective communication and task management, guaranteeing superior customer service and efficient case administration

Understanding 'Up to Today' and 'All Tasks' Navigation in My Open Tasks

Learn how to quickly jump from tasks assigned for today to tasks assigned in the future with this quick guide.

How to Link an Unlinked Email to a Case

Resolve unlinked emails quickly by assigning them to your team or a case with this quick guide.

How to Change the Deadline Date in a Task

Learn how to quickly change the deadline date on your Task

How to Assign a Task to a User

Quickly assign a task to your colleague with this simple guide.

Search Through Tasks Using the TaskDesk Navigation Panel

Learn how to quickly and efficiently search through tickets with this easy guide.

How to close a task.

Learn how to close a task in FinView with this step-by-step guide.

Understanding the task status

Using these statuses in FinView's TaskDesk helps efficiently manage tasks by providing a quick overview of progress, enabling effective prioritisation and resource allocation.

How to find your tasks.

Need to find a ticket? This article guides you on how to easily find your tickets within FinView.

What is the FinView TaskDesk?

Effective communication is key to customer management success, and FinView's TicketDesk system plays a critical role.