Adding Tags

Process to add and edit tags for Help Desk

Introduction

This page will help you understand the process of adding and editing tags for the Help Desk.

To create a new tag in Help Desk please click here.

Pre-requisites:

✔️ Admin credentials

✔️User rights

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

Steps

How do you create tags for the Help Desk?

Step 1: Select 'ESS Settings' from the left side menu.

Step 2: Select ‘HelpDesk’ tab inside the ESS Settings page.

Step 3: Select 'HelpDesk Tag' tab from the tabs section to the left of the HelpDesk page.

Step 4: Select ‘+’ icon as shown below.

Step 5: Enter the name of the tag and select the 'Save' button to create a new HelpDesk Tag.

How to edit tags for the Help Desk:

Step 1: Select 'ESS Settings' from the left side menu.

Step 2: Select ‘HelpDesk’ tab inside the ESS Settings page.

Step 3: Select the 'HelpDesk Tag' tab from the tabs section to the left of the HelpDesk page.

Step 4: Select the edit icon corresponding to the tag that needs to be edited.

Step 5: Enter the name of the tag and select the 'Save' button to edit the name of the selected HelpDesk Tag.

Note: If you are unable to add or edit tags, kindly contact us at support@pockethrms.com

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