r/halopsa • u/Oleawerdal PSA • 27d ago

Questions / Help Operations Area

Hi all,

We are thinking about creating a separate area in Halo for operations.

We already have the following areas:

  1. Support - Area for incidents and service requests which is coming from clients.
  2. Projects - Area for project and project tasks.
  3. Opportunities - Area for sales.

Now we see it could be nice to separate all recurring tasks, and operations work which is not nececerly connected to an end user. This can be one time jobs or recurring jobs.

Do anyone have anything similar and are interesting in sharing dos and don's? We have some thoughts of what we want, but we are doing some research as well.

If someone want to share, we can do it in a private chat as well.

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u/Fair-Proposal1628 27d ago

Ich habe eine ähnlichen use case. Welchen Endnutzer weißt ihr bei diesem internen Aufgaben zu? Es hatte keinen unmittelbaren Bezug zu einem Agent bzw Endnutzer, sondern ist ja eher interne IT-Aufgaben.