Helpie FAQ2021-06-08T09:18:27+00:00
  • Can I import an Excel document into Airdesk?

    Yes, to help with this task you can download the template here.

  • How can I create a Task?

    For a more detailed guide, read this article from our blog.

  • How can I create a Project?

    For a more detailed guide, read this article from our blog.

  • Can I customize Airdesk Pipelines?

    Yes, to do so, you must be an administrator of the workspace or have the correct permissions. You should access the administration area and configure the pipelines according to your needs. Each Airdesk module can have a different pipeline.

  • Who can view my Workspace?

    Each workspace is private.

  • Can I import my client contacts into Airdesk?

    Yes. To find out how, read this section of the documentation here.

  • How can I customize my dashboard?

    To customize your dashboard, simply drag and drop the frames as you prefer. You can also choose which frames are displayed or which frames are hidden. If you are not happy with the way it looks after the changes, you can also revert it.

  • Who can see my scheduled tasks?

    Scheduled tasks can be viewed by the user, the department manager, the task followers (defined by the user or the user who scheduled the task) and the workspace administrators.

  • How can I add team members to a task/subject/project?

    To add team members to a service, you must add either the user’s department or set the user as a follower.

  • How do I identify tasks by category?

    Airdesk does not have tags, but through advanced filters and omni search it’s possible to find anything in Airdesk using associated words.

  • How do I edit a task that I have already created?

    To edit a task in Airdesk, simply go to the task dashboard and click on the pencil next to the task you want to edit.

    Note: you can only edit tasks assigned to yourself.

  • Complete a task, what do I do?

    When a task is completed, you should move it to the closed or completed state, depending on the pipeline configuration. Airdesk

    Tip: For a better task organization, you should create a closed, completed or canceled state in the pipeline.

  • Can I see my tasks in other formats?

    Yes, you can choose from 6 types of views: List, Calendar, Gant, Kanban and Cards. Just select one of them in the upper right corner of your dashboard.

  • Can I have a personal account?

    Yes, after creating the workspace, the administrator can send invitations to other team members and each one will have a personal and private account.

  • How do the timers work?

    The timer is a tool to improve time management. You can access this tool in any Airdesk module via the main bar on the clock icon. You can use as many timers as you need and operate more than one timer at once. (To do this, you must turn on the “multiple timers” option)

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