---
title: Services
slug: mydesken/services
createdAt: 2024-12-12T19:48:53.546Z
---

#

<font color="#2166AE">**Administrator**</font>

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/PX5wWKX8bmWv34Caer8-I-20260121-190407.gif)

To access **Services**, follow these steps:

::::WorkflowBlock
:::WorkflowBlockItem
**Access My Desk**

Select the My Desk application from the applications menu.
:::

:::WorkflowBlockItem
**Click on Settings**

In the application's top menu.
:::

:::WorkflowBlockItem
**Click on Portfolios**

In the left sidebar menu.
:::

:::WorkflowBlockItem
**Click on a portfolio from the list**

A list of all services related to that portfolio will be displayed below.
:::
::::

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/mHb8DOGC0IgHAQCUiK0un_image.png)

# <font color="#ffffff">**2 -  Service List**</font>

***

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/mEepwpaKvtJGTwiwjj0iW-20260121-191100.gif)

Each service in the list is identified by the following information:

::::LinkArray{contentSource="CUSTOM"}
:::LinkArrayItem
**Icon**

Icon representing the service.
:::

:::LinkArrayItem
**Name**

Service name.
:::

:::LinkArrayItem
**Description**

Brief description of the service's function.
:::

:::LinkArrayItem
**Number of activities**

Number of activities registered in this service.
:::

:::LinkArrayItem
**Gear button&#x20;**:FontAwesome[]{icon="fa-solid fa-gear"}&#x20;

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:

<font color="#22C55E"> `Linked` </font>  <font color="#6b7280"> `Unlinked` </font>

:::hint{type="success"}
**💡 Tip:**

Use the **Unlinked** filter to quickly identify which services have not yet been linked to any group or portfolio.
:::

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/64jre1tU-oVTURSZxeNhd_image.png)

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/aSZxJ3JkDIm9UQuku-wpD_2-servicos-lista.gif)

# <font color="#ffffff">**3 - Creating a New Service**</font>

***

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/oroxsoD48eO9CMvqP5P0D-20260121-191516.gif)

To create a new Service, follow the steps below:

::::::WorkflowBlock
:::WorkflowBlockItem
**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.
:::

:::::WorkflowBlockItem
**Fill in the information**

See the available fields below:

::::LinkArray{contentSource="CUSTOM"}
:::LinkArrayItem
**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.
:::

:::LinkArrayItem
**Name**

Give the service a short and descriptive name.
:::

:::LinkArrayItem
**Description**

Describe the function and purpose of the service.
:::
::::
:::::

:::WorkflowBlockItem
**Click Save**

The new service will be created and will appear in the list. Click **Cancel&#x20;**&#x74;o return without saving.
:::
::::::

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/wtQM0-afOhQir3ObprCS0_image.png)

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/jzu79Z10TPnpQoCgoMKsf_3-servicos-criar.gif)

# <font color="#ffffff">4 - Edit a Service</font>

***

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/yOIGQ7VCtBpGinBmXfZuB-20260121-191734.gif)

To edit a Service, follow the steps below:

::::WorkflowBlock
:::WorkflowBlockItem
**Click the service gear icon&#x20;**:FontAwesome[****]{icon="fa-solid fa-gear"}****

Localizado no canto direito do bloco do serviço. Uma janela de edição se abrirá no lado direito da tela.
:::

:::WorkflowBlockItem
**Edit the desired information**

Icon, name, or description.
:::

:::WorkflowBlockItem
**Click Save**

The changes will be applied immediately. Click Cancel to return without saving.
:::
::::

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/x8z6oAQQslxbFpldw0YHv_image.png)

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/YQyk6F0h7NgVemo1wMgbP_4-servicos-editar.gif)

## <font color="#ffffff">5 - Delete a service</font>

***

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/tzw5Ou0Kj8NNG2kPLU_uW-20260121-192057.gif)

To delete a Service, follow the steps below:

::::WorkflowBlock
:::WorkflowBlockItem
**Click the service gear icon&#x20;**:FontAwesome[****]{icon="fa-solid fa-gear"}&#x20;

Located in the right corner of the service block. An editing window will open on the right side of the screen.
:::

:::WorkflowBlockItem
**Click on the trash can icon&#x20;**:FontAwesome[****]{icon="fa-solid fa-trash"}&#x20;

Located in the upper right corner of the window. A message will appear asking for confirmation — this action cannot be undone.
:::

:::WorkflowBlockItem
**Click Delete**

A confirmation message will appear at the top of the screen informing you that the service has been successfully deleted.
:::
::::

:::hint{type="warning"}
**⚠️ Atention:**

Deleting a service is permanent and cannot be undone. All activities registered within that service will also be removed.
:::

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/xlNc44ocYZhm4qcg1qfxe_image.png)

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/oexN4j4fyUHHMDiD06GQw_5-servicos-excluir.gif)

