Project Insight is the ideal work management platform that efficiently bridges the gap between Sales, Support and Finance, resulting in better customer experiences and more growth opportunities.
Easily create, update and organize work in one place. Collaborate with people in and out of your organization. PI#team is free with paid add-ons, and larger organizations can trial and seamlessly migrate to the entire company.
Projects & Tasks
PI makes your life easier, integrating with Zendesk, QuickBooks, Trello, Jira and host of other tools. For a free account, go to https://www.projectinsight.net/team.
After installing the add-on, go to a Ticket that needs work escalation.
In the Project Insight App Pane, log into your PI tenant OR create a new one. Follow the prompts to complete your sign-in.
Once you are signed in, you can escalate a Zendesk Ticket into a Projec Insight task by cicking the CREATE TASK button.
You will be prompted to choose an existing project. (If you do not have a project created, go to your PI workspace and create one.)
After you have selected your project you will be prompted to choose the Project Manager.
After you complete this, refreshing the Ticket will show the Task information next to the Ticket.