create

How do I create a new Custom Issue Field?

Please note: you must be an Admin to create and manage Custom Issue Fields. To create a new Custom Issue Field, navigate to Settings > Workflows > Custom Issue Fields. The Custom Issue Fields pa...

How do I create a new Queue?

To create a new Queue, proceed as follows: 1. Navigate to the Settings, then under ‘Workflows’, select ‘Queues’ 2. On the page that appears, click the ‘+ New Queue’ button 3. The ‘New Qu...

How do I create Smart Views?

Smart Views allow you to create an organized, filtered view of Issues by platform, app title, Issue status, assignee, tags, Custom Issue Fields, and more. There are two types of Smart Views in Helpsh...

How do I create an Issue on behalf of a user?

Agents and Admins have the ability to create Issues on behalf of end users by clicking a button located in certain default Smart Views that exist to manage New Issues. For Admins, this button is avail...

How do I create and use tags?

Tags are unique values that can be used to organize your Issues to be filtered into Smart Views, populate your Analytics dashboard with useful data to track trends, and serve as a quick way to re...

Guide: Creating & Publishing FAQs

This guide will walk you through the steps to jumpstart your Web Support Portal by adding FAQ articles & Sections, writing compelling and organized article content, rendering FAQs for different pl...