Help Desk Software with Workflow Management Schedule, track, and integrate every task in the support workflow

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Get granular visibility with a task-based workflow manager

Get granular visibility with a task-based workflow manager

When it comes to managing tasks, it doesn’t get more granular than SolarWinds® Web Help Desk (WHD). Each time a task runs, a help desk ticket can be automatically generated by the software, regardless of the number of elements. This can make it easier to control every element of a task based upon predetermined criteria—for instance, you can configure separate task elements to run either sequentially or all at once. WHD is built to provide support technicians with complete control over the entire workflow process.
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Use task management software to share issues across teams and departments

Use task management software to share issues across teams and departments

It’s not uncommon for an issue or workflow management processes to overlap between departments. With Web Help Desk, team members from the same or different departments can more easily collaborate by using the shareable tasks feature. You can add stakeholders with a single click, so anyone needing to be in the loop has full transparency and ownership.
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Seamlessly integrate approvals to eliminate document bottlenecks

Seamlessly integrate approvals to eliminate document bottlenecks

SolarWinds Web Help Desk task management software was designed to eliminate bottlenecks and help stakeholders get what they need on time. Its seamless approval integration can help tasks continue to move down the chain of command without delays. WHD full workflow management software is based around tasks, enabling change approval processes, and conditional orders of elements. Tasks can even deploy according to specifically defined criteria.
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Automate workflow task management for proper maintenance

Automate workflow task management for proper maintenance

To be effective, planned maintenance schedules must be followed and applied to the correct asset. With Web Help Desk’s automated asset inventory management features, such as hardware inventory discovery and software management, WHD can help ensure maintenance or inspection of equipment is properly completed on time by allowing you to simply link an auto-trigger task to the appropriate asset. By automating these workflow tasks, employees can focus on the tasks demanding their attention.
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Implement scheduling to ensure periodic tasks get done on time

Implement scheduling to ensure periodic tasks get done on time

SolarWinds Web Help Desk can also help in completing periodic tasks on time with future task scheduling. You can use WHD to set up pre-determined tasks to auto-trigger on specific dates, designed to eliminate missing or delayed task completion for maintenance schedules or insurance renewals. You can also enable the WHD Task Manager to automatically send reminders on specific dates, or at automated intervals—whether daily, weekly, monthly, and yearly.
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Get More on Workflow Task Management
Do you find yourself asking…
  • What is workflow task management?
  • Why is workflow management important?
  • What are workflow tools?
  • What does workflow management software do?
  • How does workflow task management work in Web Help Desk?
  • What is workflow task management?

    Workflow task management is the process of managing tasks throughout their lifecycles, including assigning them to the appropriate team members and ensuring they’re not forgotten. Workflows can allow you to break larger goals into smaller, clear tasks. Each of these tasks can then be assigned to the right individuals through a workflow connecting all the tasks as part of the larger goal to help expedite and organize overall task completion.

  • Why is workflow management important?

    Workflow management can help your service desk run smoothly, so end users can receive high-quality service in a timely manner. Ensuring you can deliver services to your clients without backups or bottlenecks can be critical for meeting service level agreements (SLAs) and maintaining good working relationships with your customers.

    Workflow management can also help to achieve more effective teamwork. Without team members working in sync, the quality and timeliness of work can suffer.

  • What are workflow tools?

    Workflow tools, or workflow task management software, are solutions built to help teams organize tasks into workflows to better streamline completion and maximize efficiency. For help desk technicians, a workflow tool can support improving the ticketing process from automating service request creation to making it easier to perform task escalation and quickly resolve issues by facilitating seamless collaboration across departments and teams to help ensure the right person is handling the problem and tasks are completed in a timely fashion.

    The best workflow tools typically include easy-to-use, intuitive interfaces allowing for substantial customization—even at the level of subtasks. These interfaces also allow for task integration across one or more teams and the ability to reconfigure or reassign tasks, or even to break larger tasks down into smaller ones to help streamline competition.

  • What does workflow management software do?

    Workflow management software can help teams take projects and turn them into easily comprehensible and functional step-by-step processes consisting of smaller tasks. For instance, when workflow task management is part of help desk software, technicians can gain the ability to manage ticketing processes at a more granular level.

    Workflow management software can help employees, teams, and even external parties to have visibility into who’s currently working on tasks and more easily identify potential overlaps and opportunities to optimize resources.

    Workflow task management software can also give team managers greater oversight over the entire completion process of their projects. Using a task management software built to automatically integrate any new or updated tasks into the existing workflow, you can customize and reconfigure the order of tasks when project requirements change without needing to create a new workflow. This built-in flexibility can allow team members to stay up to date on any changes to their workflows, helps tasks continue to move forward with ease, and allow tasks to more easily occur simultaneously while others occur in succession, so projects can be completed in a timely a fashion.

    Workflow tools can also help prevent bottlenecks leading to delayed deliverables by allowing managers to quickly give approvals as part of the workflow process and provide deeper visibility into task details in a centralized dashboard. When delays do occur, workflow tools can send notifications to help allow technicians to move on to other tasks without having to track down next steps or wait around for a task.

    Workflow management software can also automate recurring or otherwise repetitive tasks to help organizations ensure their employees are making the best use of their time. This automation can help planned maintenance to occur seamlessly and the correct people to be notified when it’s time to engage in recurring tasks. By automating maintenance tasks, workflow task management software can help eliminate human error and give team members the ability to focus their attention on more important tasks.

  • How does workflow task management work in Web Help Desk?

    SolarWinds Web Help Desk is designed to maximize the power of workflow task management to help teams work productively.

    Web Help Desk is built to go beyond simply organizing your workflow and giving you visibility into tasks. With WHD, team managers and support technicians can gain visibility into each sub-element making up a task. The WHD workflow manager also allows for further customization, configuration, and can provide automatic ticket creation for each task, no matter how many elements are involved.

    When it comes to effective task management, it’s important all involved parties have visibility into the workflow. WHD provides insight into workflow progress through an intuitive and customizable dashboard allowing multiple team members, and even multiple departments, to gain at-a-glance visibility into the entire workflow process. Web Help Desk can also help ensure relevant documents and information can be shared more easily and the entire team can be updated with a single click whenever something changes in the workflow, all of which can help make collaboration simpler.

    One of the major assets of Web Help Desk is it’s designed to help improve team efficiency through the automation of asset tasks and by giving administrators and managers the ability to more easily change task orders and approval processes in workflows to reduce bottlenecks and help with quick delivery.

What is workflow task management?

Workflow task management is the process of managing tasks throughout their lifecycles, including assigning them to the appropriate team members and ensuring they’re not forgotten. Workflows can allow you to break larger goals into smaller, clear tasks. Each of these tasks can then be assigned to the right individuals through a workflow connecting all the tasks as part of the larger goal to help expedite and organize overall task completion.

Close
Why is workflow management important?

Workflow management can help your service desk run smoothly, so end users can receive high-quality service in a timely manner. Ensuring you can deliver services to your clients without backups or bottlenecks can be critical for meeting service level agreements (SLAs) and maintaining good working relationships with your customers.

Workflow management can also help to achieve more effective teamwork. Without team members working in sync, the quality and timeliness of work can suffer.

Close
What are workflow tools?

Workflow tools, or workflow task management software, are solutions built to help teams organize tasks into workflows to better streamline completion and maximize efficiency. For help desk technicians, a workflow tool can support improving the ticketing process from automating service request creation to making it easier to perform task escalation and quickly resolve issues by facilitating seamless collaboration across departments and teams to help ensure the right person is handling the problem and tasks are completed in a timely fashion.

The best workflow tools typically include easy-to-use, intuitive interfaces allowing for substantial customization—even at the level of subtasks. These interfaces also allow for task integration across one or more teams and the ability to reconfigure or reassign tasks, or even to break larger tasks down into smaller ones to help streamline competition.

Close
What does workflow management software do?

Workflow management software can help teams take projects and turn them into easily comprehensible and functional step-by-step processes consisting of smaller tasks. For instance, when workflow task management is part of help desk software, technicians can gain the ability to manage ticketing processes at a more granular level.

Workflow management software can help employees, teams, and even external parties to have visibility into who’s currently working on tasks and more easily identify potential overlaps and opportunities to optimize resources.

Workflow task management software can also give team managers greater oversight over the entire completion process of their projects. Using a task management software built to automatically integrate any new or updated tasks into the existing workflow, you can customize and reconfigure the order of tasks when project requirements change without needing to create a new workflow. This built-in flexibility can allow team members to stay up to date on any changes to their workflows, helps tasks continue to move forward with ease, and allow tasks to more easily occur simultaneously while others occur in succession, so projects can be completed in a timely a fashion.

Workflow tools can also help prevent bottlenecks leading to delayed deliverables by allowing managers to quickly give approvals as part of the workflow process and provide deeper visibility into task details in a centralized dashboard. When delays do occur, workflow tools can send notifications to help allow technicians to move on to other tasks without having to track down next steps or wait around for a task.

Workflow management software can also automate recurring or otherwise repetitive tasks to help organizations ensure their employees are making the best use of their time. This automation can help planned maintenance to occur seamlessly and the correct people to be notified when it’s time to engage in recurring tasks. By automating maintenance tasks, workflow task management software can help eliminate human error and give team members the ability to focus their attention on more important tasks.

Close
How does workflow task management work in Web Help Desk?

SolarWinds Web Help Desk is designed to maximize the power of workflow task management to help teams work productively.

Web Help Desk is built to go beyond simply organizing your workflow and giving you visibility into tasks. With WHD, team managers and support technicians can gain visibility into each sub-element making up a task. The WHD workflow manager also allows for further customization, configuration, and can provide automatic ticket creation for each task, no matter how many elements are involved.

When it comes to effective task management, it’s important all involved parties have visibility into the workflow. WHD provides insight into workflow progress through an intuitive and customizable dashboard allowing multiple team members, and even multiple departments, to gain at-a-glance visibility into the entire workflow process. Web Help Desk can also help ensure relevant documents and information can be shared more easily and the entire team can be updated with a single click whenever something changes in the workflow, all of which can help make collaboration simpler.

One of the major assets of Web Help Desk is it’s designed to help improve team efficiency through the automation of asset tasks and by giving administrators and managers the ability to more easily change task orders and approval processes in workflows to reduce bottlenecks and help with quick delivery.

Close
"What makes Web Help Desk ideal for our service is that it can be so easily adapted to meet our specific needs. It's extremely easy to use, and the support team is excellent."
Emma Webb
Enquiries Manager
NHS Evidence

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