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Help Desk

Help Desk

Track support tickets linked to your CRM contacts, from intake to resolution.

Customer SupportCRMOperations

About this template

A lightweight help desk that plugs straight into your Atwork CRM — installing it activates the CRM module, and every ticket links to a real contact.

  • Tickets — a real task sheet: built-in status, priority, assignee and due date, plus channel, category, and a Contact link into your CRM's Contacts sheet. Tickets show up in My Tasks like any other work.
  • Canned Responses — a small internal library of ready-to-paste replies for the most common scenarios.

Includes a Support Overview dashboard (ticket volume, priority / channel / category breakdowns) and a support-workflow page with triage guidance. Sample tickets are included so the queue looks real from the start.

What's inside

2 sheets0 views1 dashboard1 page12 sample rows
TicketsCanned Responses