Create a helpdesk list
A SharePoint Online tutorial by Peter Kalmström
In
the previous article we have
looked at two SharePoint list apps: the Tasks list and the
Issue Tracking list. Both are suitable for a helpdesk team,
but both can be much better with some modification.
In the demo below Peter Kalmström, CEO and Systems Designer
of kalmstrom.com Business Solutions, gives a suggestion
on what to think about and how to modify the default SharePoint
Issue tracking list if it should be used by a support team.
In subsequent articles we will go into more detail on list
modification. This first article is just a start.
Issue Tracking list settings and modifications
- When the list has been created and is displayed
under Recent in the Quick Launch, Edit the Quick Launch
and drag the list link to the permanent links.
- Make sure Versioning is enabled, so that you can
see different versions of the list items.
- Make sure that multiple selection is not allowed
for the Assigned To column. Add a new column for other
people you want to assign a task to instead of allowing
mulitple selection.
- Change the Category names into something that suits
your team. Write the new name in alphabetical order.
- (Delete the Related Issues column.)
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