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ActionDesk — Team Tasks & Reminders for Tickets, Chats & Automations | Velaxe

ActionDesk

Capture & complete your first task

Quick-capture from anywhere, add details, and mark done with context linked back.

8 min Beginner Agent, Contributor Updated Oct 3, 2025
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Quick add in header
Capture anything in seconds

Overview

Quick-capture from anywhere, add details, and mark done with context linked back.

Prerequisites

  • Logged into ActionDesk

Permissions required

tasks:create tasks:update

Steps (3)

Estimated: 8 min
  1. 1

    Open quick capture

    Agent 1 min Back to top

    Press **C** or click **New Task** in the header. Paste or type a short title.

    Tips

    —

    Validation

    • A new task card appears in **Assigned to me**.

    Success criteria

    —

  2. 2

    Add details & due date

    Agent 3 min Back to top

    Open the task; add description, checklist, and set **Due**. Link the related ticket/chat if applicable.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Work the task

    Agent 3 min Back to top

    Check off subtasks as you go. Use **Snooze** for a later reminder or **Start** to signal in-progress.

    Tips

    —

    Validation

    —

    Success criteria

    • Task shows **Done** with closed timestamp and any linked entities in the context panel.

About this guide

ActionDesk is the hub for follow-ups across your workspace. Convert chats, tickets, calls, payments, and automations into clear tasks with owners, priorities, due dates, and checklists. Every task links back to its source—so teammates have context without switching tabs.

Work the queue in list, Kanban, calendar, or timeline views. Snooze, set reminders, request approvals, or escalate with SLAs. Integrations with Google/Outlook Calendar, Slack/Teams, email, and webhooks keep people on track. FlowForge actions can create, update, and close tasks to blend automation with human steps.

Metrics flow to InsightLake with Prometheus-friendly counters for on-time completion, breach rates, throughput, and workload balance.