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

ActionDesk

Build reusable task templates with variables

Standardize recurring work with checklists, defaults, and safe variables from linked entities.

14 min Intermediate Manager, Ops Lead Updated Oct 3, 2025
View App All Guides

Overview

Standardize recurring work with checklists, defaults, and safe variables from linked entities.

Prerequisites

None.

Permissions required

templates:write tasks:create

Downloads & Templates

Template JSON example

Spec

Steps (3)

Estimated: 14 min
  1. 1

    Create a template

    Manager 4 min Back to top

    Templates → New. Add title, default assignee, due offset (e.g., `+2d`).

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Add variables & checklist

    Manager 6 min Back to top

    Insert variables like `{{ticket.id}}`, `{{contact.name}}`. Add a checklist for consistency.

    Tips

    —

    Validation

    • Preview renders variables when a linked entity is present.

    Success criteria

    —

  3. 3

    Publish & use

    Agent 4 min Back to top

    Click **Publish**. From any record (ticket/chat), choose **Create task from template**.

    Tips

    —

    Validation

    —

    Success criteria

    • New tasks inherit defaults and show resolved variables.

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.