Introduction

Airdesk is a collaborative platform. Find out how it works and what sets it apart.

This page gives you an overview of Airdesk and its features.

Airdesk is a collaborative accountability platform.

You can also consult this playlist to learn more about the platform.

• Access the platform

• Accountability

• Organizational Hierarchy

• Service Hierarchy

Access Airdesk

To access Airdesk visit https://app.airdesk.ai

Accountability

Airdesk, unlike some collaborative platforms or working methods, is inspired by methods such as scrum and agile and promotes the assignment of Tasks or Deals to a user. Even when teams are seperated or working remotely, there is always someone assigned to continue the Task/Deal.

To learn more about managing Departments and Teams visit the links below:

DepartmentsTeams

Organizational Hierarchy

Dashboard
└── Companies
    └── Departaments
        └── Teams
            └── Users

The dashboard or workspace is composed of everything you need to work smarter. All the information that will be generated and managed, will be associated to it. A workspace may include one or several companies (unlike other platforms, Airdesk allows to configure several companies). Usually, this decision should be made with the support of a certified partner. This partner can advise you or create several workspaces or a workspace with multiple companies.

For companies that regularly work on projects together, we suggest that they configure a multi-company workspace. This way, all task and time registration data can be centralized.

Departments must assign an employee as supervisor. They will be able to visualize everything at a department level but will not be able to access information from a company of which they are not a part of.

The teams are part of departments. One of Airdesk advantages is the possibility for an employee, who is part of a team, to view the tasks assigned to another colleague in the same team, if permissions allow it.

Airdesk permissions are very versatile and can be quite complex. It's important to find out how the permissions work.

Permissions

Service Hierarchy

Airdesk consists of a hierarchy of services that allows greater versatility, keeping all the information organized.

We list below all the areas that Airdesk covers:

Contacts	Sales	Servicess
Accounts	Deals	Calls
Contacts	Contracts	Cases
	Subscriptions	Projects
	Classification	Tasks
	Billing	Time

One of Airdesk's biggest advantages is for individual users and teams to be able to work with any area mentioned above, without having to implement the others.

The only required modules in Airdesk are Accounts and Contacts.

Each area has a purpose, and a working method that should be implemented. It's important to understand the rules and requirements of each module before implementation. The hierarchy of services may seem complex when all areas are implemented, example of a hierarchy:

Account
└── Contact
    └── Call
    └── Deal
        └── Project
            └── Case
                └── Task
                    └── Time

In the table below you can learn more about each area:

Areas	Description
Accounts	Management of external entities including clients, partners, distributors, or suppliers.
Contacts	Management of contacts of external entities.
Deals	Creation and management of deals or possible deals.
Contracts	Creation and management of annual, monthly, or quarterly contracts with the possibility of billing the hours spent, and work done.
Subscriptions	Creation and management of any type of renewal, be it annual, quarterly, or weekly. Examples of renewals: domains, certificates, cleaning, shopping, others.
Calls	More directed to call centers, this area allows users to register all incoming or outgoing calls.
Projects	Management of any type of project including construction, design, programming, or others. Manage time and delivery dates.
Cases	Creation and management of cases. In a company, there are usually cases that need to be handled or resolved by several employees or departments. The case system allows users to create a case, categorize it, and assign it to another user.
Tasks	Creation and management of tasks. For both the BackOffice team and the team on the field, it's possible to manage and assign tasks, allowing users to access their daily schedules easily.
Time	The time record, also called worksheet record, allows users to record their daily work. Only with this feature is it possible to track billable hours, both in contracts and projects.