Finding issues to work on in your Workspace
Use workspace to find the issues to work on.
The first step in your workflow is finding issues to solve. You can find issues to work on in the following ways:
- Landing page—Provides a high-level overview of tasks that need to get done.
Clicking a link takes you either to list view or a specific record. You get to the landing page by clicking the home icon (
). For more information, see Use the
landing page to find issues to work on. - List view—Displays lists of records to work on. Records are grouped by the table they're in,
for example, Task, SLA, Incident.
Clicking a link takes you to the record so you can work on it. You get to list view by clicking the list icon (
). For more information about list view, see Use lists
to find work to do. - Chat inbox—Interact in real time with requesters using chat.
Accepting a chat request automatically creates a record for you to record the work you do to solve the issue. You get to chats by clicking the agent inbox icon (
). For more information about chatting with requesters, see Getting work from chats. - Phone inbox—Interact in real time with requesters by phone.
Accepting a phone call automatically creates a record for you to record the work you do to solve the issue. You answer and make phone calls by clicking the phone icon (
). For more information about using phones in workspace, see Get work by phone in
workspace. - Share a record—See a record another agent is working on so you can help.
Next
Learn how to use the landing page to find work to do.