You can create new tasks or connect to existing tasks in Teamwork Projects right from within the Freshdesk Ticket with Teamwork Projects.
Choose from projects, task lists, assignees and create your tasks on the fly.
Tasks are connected to the ticket then and every comment in Teamwork Projects is sent to Freshdesk as private note.
You can add or connect several tasks per ticket. Tasks in Teamwork include the ticket number and ticket tags while creating. If you need any modifications, then please reach out to us. We are happy to get the app adjusted for your requirements (paid service).
Features within Freshdesk:
- create task
- link existing task
- update task
- unlink task
- remove task
- upload initial ticket attachments to teamwork task
Features within Teamwork:
- add a comment to the task will add a note on the ticket
- resolve task can change the status of the ticket and inform the related agent
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To install the app:
Find your Teamwork domain name. It can be copied from address bar while your Teamwork site is open.
Find your Freshdesk domain name. It can be copied from address bar while your Freshdesk site is open.
Find your Teamwork Projects API key. Here is a link on how to do this https://support.teamwork.com/projects/using-teamwork/locating-your-api-key. *
Find your Freshdesk API key. Here is a link on how to do this
https://support.freshdesk.com/support/solutions/articles/215517-how-to-find-your-api-key. *
* Ensure that both API-Keys belong to respective platforms Account Administrator.
Paste the informations in the related fields during app installation (see first screenshot) and you are set.
After installation to start creating or linking Teamwork tasks to your Freshdesk tickets, just open an existing ticket in Freshdesk. The app will be available on right sidebar while a ticket is open.
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