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

ActionDesk

Set up recurring tasks & reminders

Use cron-like schedules or relative offsets; include auto-assign and SLAs.

12 min Beginner Ops, Admin Updated Oct 3, 2025
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Overview

Use cron-like schedules or relative offsets; include auto-assign and SLAs.

Prerequisites

None.

Permissions required

tasks:create recurrence:write

Steps (3)

Estimated: 12 min
  1. 1

    Create a recurring rule

    User 4 min Back to top

    From a task or template, enable **Repeat**. Choose daily/weekly or cron, and assignee/team.

    Tips

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    Validation

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    Success criteria

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  2. 2

    Add reminders & snooze policy

    Manager 5 min Back to top

    Enable reminder series (e.g., 24h, 2h, 15m before due). Allow auto-snooze rules for off-hours.

    Tips

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    Validation

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    Success criteria

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  3. 3

    Monitor upcoming

    User 3 min Back to top

    Use **My Day** and **Calendar** views to see the pipeline for the next week.

    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.