Separate tools and lost context
- The same details typed into several separate applications
- Approvals buried in email or chat, hard to find later
- Access granted case by case and hard to review
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For operations teams
Coordinate daily work, internal requests and the guidance your team needs, with an owner for every step.
The everyday scenario
A new starter needs a laptop and access to a shared folder. Their manager submits one request from the service catalog, and it lands in the IT team's queue with an owner and a response target. The team points the starter to the setup guide in Knowledge, settles the details in Spaces, and resolves the request with a note the manager can read.
The handoff, step by step
Assign tasks for planned work, and use the service catalog for requests that need a clear way in and an owner.
Each request lands in its team's queue and each task on the team's board. Update the status as ownership changes.
Publish repeatable instructions in Knowledge and discuss the details in Spaces, each with its own access rules.
Requests come from signed-in members of your organization, which makes Service Management the place for IT, facilities, HR and other internal help. Handle customer issues as cases in CRM.
What changes
Fewer places to look, fewer things typed twice, and approvals you can find later.
Tools for this workflow
Give your team a shared place to move the work forward.