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

ActionDesk

Export task data & set retention

Schedule exports, honor DSARs, and configure automatic purge windows.

11 min Beginner Admin, Compliance Updated Oct 3, 2025
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Overview

Schedule exports, honor DSARs, and configure automatic purge windows.

Prerequisites

None.

Permissions required

exports:run policies:retention:write

Downloads & Templates

Export schema (CSV/Parquet)

Spec

Steps (3)

Estimated: 11 min
  1. 1

    Schedule an export

    Admin 4 min Back to top

    Settings → Exports. Choose format and destination (S3/R2). Schedule weekly.

    Tips

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    Validation

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    Success criteria

    —

  2. 2

    Configure retention

    Compliance 4 min Back to top

    Settings → Policies → Retention. Set logs = 30/180/365 days per plan; enable legal holds as needed.

    Tips

    —

    Validation

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    Success criteria

    —

  3. 3

    Run a DSAR export

    Admin 3 min Back to top

    From a user/profile, click **Export data**. Attach resulting archive to the case record.

    Tips

    —

    Validation

    —

    Success criteria

    • Export contains tasks, comments, and audit trail for the subject.

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.