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Smartsheet

Smartsheet is a cloud-based platform for work management and collaboration, allowing teams to plan, track, and automate projects and processes.

With Smartsheet integration, streamline your workflow:

  • Link Tasks to Tickets: Connect tasks to tickets effortlessly, allowing agents to access Smartsheet info during customer interactions.
  • Create New Tasks: Quickly add new tasks based on user feedback.
  • View Task Details: Stay updated by viewing the properties of your tasks.
  • Edit Tasks: Modify task properties when you receive new insights from users.
  • Add Comments: Use Smartsheet's comments to add context to issues.