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

ActionDesk

Balance workload & plan capacity

Use heatmaps and saved views to balance assignments and hit SLAs.

12 min Beginner Team Lead, Manager Updated Oct 3, 2025
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Workload heatmap
Spot overloads fast

Overview

Use heatmaps and saved views to balance assignments and hit SLAs.

Prerequisites

None.

Permissions required

tasks:read tasks:update

Steps (3)

Estimated: 12 min
  1. 1

    Open Workload view

    Lead 3 min Back to top

    Go to **Workload**; filter by team, queue, and due window.

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  2. 2

    Rebalance

    Lead 5 min Back to top

    Drag tasks to reassign. Consider skills/tags and calendar focus blocks.

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    Validation

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  3. 3

    Save views & alerts

    Lead 4 min Back to top

    Save **Critical this week** view; subscribe to daily digest in Slack.

    Tips

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    Validation

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    Success criteria

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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.