Product / Knowledge Base / 11. End-to-End Workflows

11. End-to-End Workflows

User & Administration Guide — Version 1.0.0.79

Guide summary

Typical flows for users, agents, and administrators from submit to close.

On this page

11.1 User — submit a request

Alex opens My Dashboard, clicks New Request, describes the issue, and tracks status on My Requests until the ticket is closed. Optional feedback is available after close.

11.2 Agent — triage and resolve

Jordan watches Unassigned and the Requests Board, assigns work, updates status, and notifies the requester when the ticket is resolved.

11.3 Admin — configure and review

Priya runs first-time setup, sets the ticket prefix and branding, maintains lookups, and uses Analytics for volume and category trends.

Help Desk 365 persona journey
One ticket across user, agent, and admin roles.

11.4 Ticket lifecycle

Submit → Triage & Assign → In Progress → Resolve → Close → Feedback.

Help Desk 365 ticket lifecycle
Standard Help Desk 365 ticket lifecycle.