My intention has not been to give a recipe on the perfect helpdesk list. Instead I wanted to point to various options, so that each team can make the modifications that suit them best.
Tasks or Issues?
SharePoint provides two templates that both can be used as helpdesk lists, so I start with comparing them. Both have their benefits and drawbacks, but I decided to use the Issue Tracking template as a base and modify and enhance it in various ways.
Efficient work
The list design is crucial for work efficiency, so in the following articles I suggest how the basic helpdesk list should be created, how to reach the edit mode as quickly as possible and how to edit multiple items at the same time.
Example data
When you try different solutions it is convenient to have example data that shows how the list behaves in various scenarios. In two tutorials I show how to open the SharePoint list in Microsoft Access to create example data for an Hours Worked column and for Assigned To, Priority, Title and more.
Analyze list data
When you have worked with the list items for a while, you probably want to study the data. What kind of issues takes most time? How many issues have been solved for a certain period? By exporting the list to Excel you can both analyze data and visualize it in charts.
When you have many list views you cannot see all of them at the same time. That can be solved with a landing page, and I show how to create such a landing page with the views and an Excel chart to the right and the list items to the left on the page. I also show how to make the list link point to the landing page.
Convert e-mails to list items
Peter Kalmström
CEO and Systems Designer
kalmstrom.com Business Solutions
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