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Introduction to services and tasks

Last Update: 7/21/2017 11:35 AM
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​​​​At the heart of MSPComplete are the services that you deliver to your customers. MSPComplete provides a wealth of packaged services for migrating customers to the cloud, moving data from one cloud-based service to another, and managing day-to-day operations, such as setting up records for your customers’ new employees, resetting employee passwords, and decommissioning mailboxes for departing employees.

MSPComplete divides services into well-documented tasks that you can assign to your IT staff based on their skills. MSPComplete tracks each service, alerting your staff to their task assignments and notifying you of service issues before they impact your customers.

Because every service provider has unique requirements, you can also build your own services in MSPComplete. You can create services from scratch or build on existing ones, for example, by adding follow-up tasks to perform after a packaged service completes. By using MSPComplete to define and document your customized services, you keep your IT processes centralized and secure. No more hunting around for Word documents or archived emails that explain how to get things done.​

Services and Tasks Topics

Description

Delivery Center

The Delivery Center is the central location in MSPComplete where members manage and track services and their tasks. The Delivery Center is available in a workgroup context, which displays services for all customers in the workgroup, and in a customer context, which displays only the services for the selected customer.

Custom Services Library

Custom services are managed in the Custom Services Library, and are displayed under the custom services section in the Service Library. To create custom services, you must first add a service to a customer, and then save the service as a custom service. If you later delete a custom service in the Custom Services Library, it is also removed from the custom services section in the Service Library.

Service Page

The Service Page is the central location in MSPComplete where members manage and complete tasks for individual services. On the Service Page, you can view the tasks for a service, add tasks, start tasks, mark a task as blocked or completed, and skip tasks.

My Tasks

The My Tasks Page is the central location in MSPComplete where members track the tasks that need to be completed. On the My Tasks Page, you can view the tasks that are assigned to you and claim unassigned tasks.

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