Services
1 - Accessing Services
Administrator
To access Services, follow these steps:
Access My Desk
Select the My Desk application from the applications menu.
Click on Settings
In the application's top menu.
Click on Portfolios
In the left sidebar menu.
Click on a portfolio from the list
A list of all services related to that portfolio will be displayed below.
2 - Service List
Each service in the list is identified by the following information:
Icon
Icon representing the service.
Name
Service name.
Description
Brief description of the service's function.
Number of activities
Number of activities registered in this service.
Gear button
Access the service's editing and deletion options.
2.1 - Search Services
Use the search bar in the upper left corner of the list to find a service by name. The list can also be filtered by affiliation status:
Linked Unlinked
💡 Tip:
Use the Unlinked filter to quickly identify which services have not yet been linked to any group or portfolio.
3 - Creating a New Service
To create a new Service, follow the steps below:
Click on + New service
The button is located on the right side of the screen or below the list of services. A new window will open on the right side of the screen.
Fill in the information
See the available fields below:
Icon
Choose an icon from the database. You can browse by category or use the search field by typing the icon's name in English.
Name
Give the service a short and descriptive name.
Description
Describe the function and purpose of the service.
Click Save
The new service will be created and will appear in the list. Click Cancel to return without saving.
4 - Edit a Service
To edit a Service, follow the steps below:
Click the service gear icon
Localizado no canto direito do bloco do serviço. Uma janela de edição se abrirá no lado direito da tela.
Edit the desired information
Icon, name, or description.
Click Save
The changes will be applied immediately. Click Cancel to return without saving.
5 - Delete a service
To delete a Service, follow the steps below:
Click the service gear icon
Located in the right corner of the service block. An editing window will open on the right side of the screen.
Click on the trash can icon
Located in the upper right corner of the window. A message will appear asking for confirmation — this action cannot be undone.
Click Delete
A confirmation message will appear at the top of the screen informing you that the service has been successfully deleted.
⚠️ Atention:
Deleting a service is permanent and cannot be undone. All activities registered within that service will also be removed.
