Templates › Sales & service

Customer support

Triage requests from new to resolved.

Your words

service › queue › inbox › case (and subtasks, reviews, sprints)

Columns

new → open → waiting on customer → resolved

Example plan

Levels: Service › Queue. An example only; edit it freely.

Task types

Question, Problem, Request

Extra fields

Customer, Channel

How it works

1. Choose the Customer support template when you set up your workspace.
2. Your workspace uses the words service, queue, inbox and case.
3. Your boards start with the columns new, open, waiting on customer, resolved.
4. Edit the example plan, or delete it and start your own.