Community (Marketing)

Path

Log in to your CA CloudDesk Partner Desk. From the bottom footer of the dashboard, click Community. This opens the Community page with tiles like Chat, Dashboard Community, My Offer, Transfer Work, Received Work and Community Policies.

Footer — select the Community option to open the Community module.

Community home — tiles for Chat, Dashboard Community, My Offer, Transfer Work, Received Work and Community Policies.

Community tiles at a glance

The Community page is divided into multiple tiles:

• Chat — chat with community members directly from CA CloudDesk.
• Dashboard Community — post your work requirements and view offers from others.
• My Offer, Transfer Work, Received Work, Community Policies — additional options to manage offers, assigned work and view guidelines.

a. Chat

1

Open the Chat tile

On the Community home, click the Chat tile. This opens the Community chat interface.

Community — select the Chat tile.

2

Use internal and WhatsApp chat

Inside the chat window you can see your community list on the left and the selected conversation on the right. Type your message in the box below to chat with any community member.

From here you can communicate in the internal CA CloudDesk chat. Where configured, you can also start or continue WhatsApp conversations with the same contacts directly from this screen.

Chat — use this screen to chat in any community, including internal and WhatsApp where available.

Use the search box in the left panel to quickly find a specific community member or group before starting the conversation.

b. Dashboard Community

3

Open the Dashboard Community tile

From the Community home, click Dashboard Community. This opens the dashboard where you can see existing community posts and create a new post from the panel on the right.

Community — open Dashboard Community to see and add posts.

4

Create a new community post

On the right side, under Add Post, fill in the details of the work you want to post and then click Create a post.

The Add Post form includes the following fields:

Task Name* Service Name* Description Price* Expected Time (in days) This Post is Valid Till (date)

Dashboard Community — fill the Add Post form and click Create a post.

Make your Task Name, Service Name and Description very clear so that interested community members can quickly understand the work and respond.

Search & filter community posts

c. My Offer

From the My Offer tile you can see the status of all offers that you have given on community posts.

Community — open the My Offer tile to view your offers.

The My Offers list shows each offer with the following columns:

My Offers — check the current status (for example, Pending) of your offers.

d. Transfer Work

Use the Transfer Work tile when you want to transfer work to any employee or to another organisation for execution.

Community — open the Transfer Work tile.

In the Transferred Work screen, select the service, choose the assignee (employee) or assigned organisation and transfer the task. Employees can then view all transferred work with these columns:

Transferred Work — view pending and previous transferred tasks with all details and Take Action column.

e. Received Work

The Received Work tile shows tasks that other community members or organisations have assigned to you.

Community — open the Received Work tile.

In the Received Work screen you can check services assigned to you or to your organisation. The list contains the same key columns:

Received Work — see pending and previous received tasks and use filters to narrow down.

f. Community Policies

From the Community Policies tile you can open and read all policies, rules and guidelines related to using the Community features.

Community — use the Community Policies tile to review the latest policies.