Omni Task Manager
Stay organized, boost productivity, and manage tasks effortlessly!
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Omni Wise
Are you overwhelmed by disorganized tasks or missed deadlines?
Are you searching for a smarter way to streamline your workflow?
Want to give your light agents the ability to update Zendesk tickets with controlled actions?
Your solution is here!
Whether you're tackling daily to-dos or managing complex projects, our app is designed to boost productivity, reduce stress, and help you stay ahead, so are you ready to transform how you manage tasks and tickets today?
Introducing the ultimate Task Management app, your all-in-one solution for organizing, tracking, and achieving more.
What Makes Our App Stand Out?
- Light Agent Ticket Control: Give your light agents the ability to update Zendesk tickets with controlled actions, ensuring they can contribute effectively without full ticket ownership.
- Task-Ticket Integration: Seamlessly link tasks with Zendesk tickets, enabling updates on tickets directly from task updates for streamlined workflows.
- Customizable Admin Panel: Take control with a powerful admin panel that lets you manage agent permissions and actions. Define who agents can assign tasks to and control what actions they can perform on tasks.
- Comprehensive Task Management: Simplify complex projects by breaking them into subtasks tailored to each team's expertise. Assign subtasks to the right agents, streamline collaboration with comments, and set due dates to stay on track. Perfect for managing detailed projects while keeping your team aligned and productive.
- Real-Time Notifications: Stay updated with our convenient top bar app that ensures assignees and requesters never miss important updates. Receive notifications when tasks are assigned or deadlines approach, with the ability to review all alerts anytime, even if you were offline. Stay connected and on top of your tasks effortlessly.
- Flexible Task Assignment: Easily assign tasks to an individual agent or an entire group. Handle both specific and general tasks efficiently. Directly assign tasks when the responsible person is known. For general tasks, assign them to a group and break them down into subtasks that can be assigned to agents within the group. This ensures balanced workload distribution and efficient task completion.
- Seamless In-Ticket Task Management: Empower users to perform all task-related actions without leaving the current agent workspace. From the ticket sidebar, users can effortlessly create tasks, assign them, link tasks to tickets, and submit updates — all without navigating away from the opened ticket.
- Data Privacy & Security: All task data, including subtasks, comments, and attachments, is stored securely and protected against unauthorized access. Only the Zendesk ticket ID is linked to a task; no other unnecessary customer data is collected. App admins have full visibility of tasks, while agents can only see tasks they created or that are assigned to them, ensuring proper access control. We follow industry best practices to maintain data integrity and confidentiality.
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설치 방법
🛠️ How to Install & Configure the Task Management App
Install the AppAfter installing the Task Management App from the Zendesk Marketplace, go to the Sidebar App while logged in as a Zendesk Admin. From there, you can start creating and managing tasks directly within your tickets.
Access Control & RolesBy default, only Zendesk Admins have permission to create tasks. However, Admins can extend this ability by assigning App Admin privileges to specific agents through the Admin Panel in the Nav Bar App.
Agents without App Admin access can only view and resolve tasks assigned to them. They cannot create new tasks.
- To grant App Admin access:
Open the Nav Bar App
Go to the Admin Panel
Assign the App Admin role to desired agents
When a task is assigned to a group, it becomes visible to the Group Admin(s) assigned to that group.
The Group Admin is responsible for reviewing and distributing tasks among the appropriate team members.
This ensures that group-level tasks are not left unassigned and are effectively managed.
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