Use this Space to set up a two-tiered workflow with a front line support team and a second team for escalations. This template includes a Form view which can be updated to capture information your team needs to service support requests.
Customer Support
Add template to your ClickUp accountTemplate Includes
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ON-HOLD, IN PROGRESS, ESCALATE TO T2, UNASSIGNED, SOLVED
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ON-HOLD, ESCALATE TO T2, UNASSIGNED, COMPLETE, IN PROGRESS
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IN PROGRESS, IN PROGRESS, UNASSIGNED, COMPLETE, COMPLETE, ESCALATE TO T2, ESCALATE TO T2, ON-HOLD, UNASSIGNED, ON-HOLD
- Phone number
- Name
- Company name
- Email address
- Enquiry type
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Time tracking
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Priorities
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Time estimates
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Custom fields
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Remap dependencies
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Dependency warning
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Emails clickapp
- Tasks breaching due date
- All tasks
- List
When assignee changes, change status.
When task created, change start date.
When status changes, change List.
When assignee changes, change status.
When task created, change due date.
When custom field changes, change priority.
When custom field changes, change priority.
When task created, change due date.
When custom field changes, change priority.
When task created, change due date.
When custom field changes, change priority.
