WorkflowMax is a software tool that will take the pain out of running your business. A total solution covering all operations from prospecting to quoting, time sheeting to invoicing and everything in between. Using the Zendesk app you can capture time while working on a ticket and those timesheet entries will be stored against a job in WorkflowMax, giving you transparency over how much time is being spent on a per client basis.
Setting up WorkflowMax
You can sign-up for a free trial of WorkflowMax via our website.
Once you have logged into your account you will firstly need to go to the Admin-Task screen and create a new Task and call it 'Support'.
Secondly you will then need to go to the Admin-Job Template screen and create a new job template called 'Support'. Ensure that you add the support task to your job template. You are now ready to begin using the widget.
Installing the app in Zendesk:
- Log in to Zendesk
- Click on the cog icon in the bottom left hand side and click Apps->Marketplace
- Click on WorkflowMax
- Enter the configuration values for:
- Default Support Job
- Default Support Task
- Support Template
- Round up to nearest X minute(s)
- WorkflowMax API key. The key is generated in the WorkflowMax application by going into Business -> Settings -> Add-ons, scrolling down to the Zendesk V2 and clicking the "Generate Key" button.
- Click Install
Once installed you should then be able to see and use the app on the right hand side of the screen when you click on a ticket.
Note: Your WorkflowMax email address must be the same as your Zendesk email address for the app to work.
For more info please visit our website.