Marking Desk Items as "Done"

Keep pending items on Desk until they are intentionally marked as done to prevent opportunities from being missed.

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Transcript

How to Mark Desk Items as "Done":

To mark an item as done, click the green "done" button on the bottom right-hand side of the notification within Desk.

Caution:

When you mark "done for all," the item will disappear from all team member's Desks.

Pro Tips:

  • Housekeep your Desk every day to avoid items piling up.
  • If an item is available to multiple team members, you will have the option to mark "done for me" or "done for all."

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