Manage projects

Destiny Help Desk users with the Associate Requests with Project and Manage Projects permissions can group multiple requests together into a project. After creating a project, you can add new requests or existing requests to it.

Example: A project may consist of one request for a broken screen, a second request for a missing letter on a keyboard, and a third request to replace a charging cord. Help Desk lets you run reports on specific projects, including all associated requests.

The page also has features to customize your view.

To add a new project:

  1. Select Setting > Setup Items > Manage Projects.
  2. Select + Add Project. The Manage Project page appears.
    Manage Project page.
  3. Enter the following:
    • Project Name
    • Description
    • Start Date
    • Close Date
  4. By default, the project is active. To make it inactive, deselect the Active checkbox.
  5. Click Save.

To add an existing request to an existing project:

  1. Select Requests > View All Requests.
  2. Click the Request ID of the request you want.
  3. Click Edit. The request form appears.
  4. Next to Project, select the project you want to add the request to.
  5. Click Save.

To view requests within a project:

  1. Select Setting > Setup Items > Manage Projects.
  2. Next to the project you want, click Edit icon..
  3. Next to Requests, click the down arrow.. The requests associated with the project appear.

    Manage product with requests showing.

You can add a new request to the project by clicking Add Request and filling out the form.

To view a project from a request:

  1. Select Requests > View All Requests.
  2. Click the Request ID of the request you want.
  3. In the General Information section, under Project, click the project hyperlink.

    General Information section of a Request Details page.

    The Manage Project page appears.