Getting Started

HelpDesk installation
Quick HelpDesk configuration
License Installation
Grant Permissions to HelpDesk app
Admin Access for SharePoint Site
Full Control Permissions Explained
YouTube Channel
Community forum

Configuration guide

Email settings
Triggers
Web widget
Tab for Microsoft Teams
Customize widget forms
Customize ticket and contact forms
Customer service survey
Scheduling of tasks and reminders
SLA policy
Localization
Appearance settings
Color theme
Statuses customization
Reports customization
Ticket numbering customization
Upgrade HelpDesk
Uninstall HelpDesk

User guide

Home
Ticket management
Ticket search
Knowledge base
All tickets
Contacts
My contact
Reports
Canned responses
Ticket merging
Ticket splitting
SLA policies

General

Version history
Data protection and security
Data center location
Licensing details
Billing and subscription management
Support plans
Status page

Power Automate (Microsoft Flow) and Public API

Power Automate (Microsoft Flow) connector
Public REST API

How to

Notifications
Automations
SLA
Ticket management
Custom forms, charts and views
Advanced

Documentation › Custom forms, charts and views

Custom forms, charts and views

Add a new column to tickets list and form
Create a new view
Create a new chart