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Ticket Workflows and Automation In HaloPSA

Ticket Workflows and Automation In HaloPSA

Summary

In this video, Connor demonstrates how to create ticket workflows and automation in Halo, sharing his experiences and insights from building a specific workflow.

Highlights

  • 🛠️ Workflow Creation: Connor builds a ticket workflow live, showcasing the process and challenges.

  • 📊 Ticket Stages: Connor explains the significance of different stages in a ticket workflow.

  • ⚙️ Automation Features: The video highlights how to set up automation actions within the workflow.

  • 📝 Custom Fields: Viewers learn about creating custom fields to enhance ticket management.

  • 🔄 Testing and Troubleshooting: Connor shares his experiences with testing and fixing bugs during the workflow creation.

  • 💡 Practical Tips: He emphasises the importance of understanding workflow needs for different users.

Key Insights

  • 🎥 Real-Time Learning: Connor’s off-the-cuff approach highlights the trial-and-error nature of building workflows, making the learning process relatable and authentic.

  • 📈 Workflow Flexibility: The ability to customise workflows reflects the diverse needs of different organisations, emphasising the importance of adaptability in ticket management.

  • ⚙️ Automation Efficiency: Automating repetitive tasks can significantly enhance productivity, reducing manual effort in ticket handling and resolution.

  • 🛠️ Custom Fields Importance: Implementing custom fields allows teams to gather specific information, improving ticket triage and resolution processes.

Founder & Consultant.
author Connor Fagan Founder & Consultant

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