Launch tasks for Zendesk Suite

<div class="article-banners">
<div id="docs-wmp-link"><a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" target="_blank" rel="noopener">What's my plan?</a></div>
<div id="suite_all" class="article-banner">
<table>
<tbody>
<tr>
<td><strong>All Suites</strong></td>
<td>Team, Growth, Professional, Enterprise, or Enterprise Plus</td>
</tr>
</tbody>
</table>
</div>
</div>
<!--
Source: https://github.com/documentation/cross_product/zs_launch_tasks.html
HC id: 4408882670106 (https://support.zendesk.com/hc/en-us/articles/4408882670106)
Warning! This is a custom article. To publish it, paste the source code directly into the Guide source code editor.
Don't attempt to use the publishing app.

- Do not delete any div tags
- Do not modify any class values
- Do not manually adjust the table column widths (they're set in the CSS)
- Do not change the order of the tasks (ask in the Docs channel)
- Do not remove non-breaking space entities (&nbsp;)
- Do not delete or modify the scripts at the bottom of the article

Tasks are listed in table rows. Each task row must have the following class values in order:

class="lt-task {plan} {channel}".

Possible plan values: "all", "team", "growth", "professional", "enterprise", "enterprise_plus"
Possible channel values: "all", "email", "voice", "messaging", "kb"

Example:

<tr class="lt-task all kb">

The article does not have a DITA source file.
-->
<p>This interactive guide creates a launch plan, based on your suite plan and channels. Many steps are optional, depending on your needs. The order of launch tasks is important, because there are some dependencies.</p>
<p>Select options to build your custom launch plan.</p>
<div id="lt-filter-elements">
<div class="lt-question">
<label id="plan-select-label" for="plan-select">What's your Suite plan type?</label><select id="plan-select" class="form-select" aria-label="Select plan" name="plan-select">
<option value="team">Team</option>
<option value="growth">Growth</option>
<option value="professional">Professional</option>
<option selected value="enterprise">Enterprise</option>
<option value="enterprise_plus">Enterprise Plus</option>
</select>
</div>
<div class="lt-question">
<label id="channels-select-label" for="channels-select">How do you want customers to reach you?</label><select id="channels-select" class="form-select" aria-label="Select channel" multiple name="channels-select" size="5">
<option selected value="all">All channels</option>
<option value="email">Email</option>
<option value="messaging">Messaging</option>
<option value="voice">Voice</option>
<option value="kb">Knowledge base</option>
</select>
</div>
<div><input id="get-plan-btn" class="lt-get-btn btn btn-dark" type="button" value="Get my launch plan"></div>
</div>
<!-- Setting up -->
<div id="setup" class="lt-task all all lt-group">
<section><a name="setup"></a>
<h2 id="setting_up" class="lt-group">Setting up</h2>
<table class="lt-group" style="border: none;">
<tbody>
<tr class="lt-sub-group-name">
<td class="lt-sub-group" colspan="6"><strong>Planning</strong></td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Planning your support solution</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408881507098#topic_mjv_v2s_v4b" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-sub-group-name">
<td class="lt-sub-group" colspan="6">
<strong>Defining your organizational structure<br></strong>(<a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#h_28581946111542753890528" target="_self">More information</a>)</td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Add groups</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_groups" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408894175130" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task enterprise all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Define custom roles</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_roles" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Customize user fields</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_user_fields" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408822051866" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create organization fields</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_org_fields" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408842677786" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create organizations</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_orgs" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408882246298" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-sub-group-name">
<td class="lt-sub-group" colspan="6">
<strong>Defining your customer support experience<br></strong>(<a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#h_911135750151543353350613" target="_self">More information</a>)</td>
</tr>
<tr class="lt-task growth all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create brands</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_brands" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408829476378" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task growth all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Set business schedules</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_sched" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408842938522" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create custom ticket fields</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_ticket_fields" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408883152794" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-sub-group-name">
<td class="lt-sub-group" colspan="6">
<strong>Configuring settings and access<br></strong>(<a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#h_610881057231543353365344" target="_self">More information</a>)</td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Configure security settings</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_security" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408887485210" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Configure end-user settings</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_user_settings" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408883052442" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-sub-group-name">
<td class="lt-sub-group" colspan="6">
<strong>Defining ticket routing and workflows<br></strong>(<a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#h_675961721371543354651109" target="_self">More information</a>)</td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Configure routing</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_omnichannel_routing" target="_self">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4409149119514" target="_self">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create triggers</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_triggers" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408886797466" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create automations</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_auto" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408883801626" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task growth all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create SLA policies</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_SLA" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408829459866" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create views</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_views" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408888828570" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create macros</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_macros" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408844187034" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-sub-group-name">
<td class="lt-sub-group" colspan="6">
<strong>Adding people<br></strong>(<a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#h_466179673441543355586497" target="_self">More information</a>)</td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Add agents</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_agents" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408886939930" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Import end users</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_end_users" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408893496218" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
</tbody>
</table>
</section>
</div>
<!-- Channels -->
<div id="channels" class="lt-task all all lt-group">
<section><a name="channels"></a>
<h2 id="setup_channels" class="lt-group">Setting up your channels</h2>
<table class="lt-group">
<tbody>
<tr class="lt-task all email lt-sub-group-name">
<td class="lt-sub-group" colspan="6"><strong>Setting up your email channel</strong></td>
</tr>
<tr class="lt-task all email">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Add support addresses</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_address" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408842868506" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all email">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Customize email notifications</td>
<td class="lt-task-link"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_email_notify" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408886168090-Customizing-templates-for-your-email-notifications" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all kb lt-sub-group-name">
<td class="lt-sub-group" colspan="6">
<strong>Setting up your help center and creating your knowledge base<br></strong>(<a href="https://support.zendesk.com/hc/en-us/articles/4408881507098#topic_u21_dhs_v4b" target="_self">More information</a>)</td>
</tr>
<tr class="lt-task all kb">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Enable your help center in setup mode</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408846795674#topic_ndf_fpf_mk" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all kb">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Brand your help center</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408824139546" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all kb">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Add categories and sections</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408845897370" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all kb">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Add knowledge base content</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408839258778" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all kb">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Set Knowledge roles for agents</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408845823386" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task growth kb">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create user segments</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408837707290" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task growth kb">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create management permissions</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408827952538" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all kb">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Change the URL of your help center</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408838571930" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all kb">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Configure autoreplies with articles to deflect requests</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408820349850" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all messaging lt-sub-group-name">
<td class="lt-sub-group" colspan="6">
<strong>Setting up messaging<br></strong>(<a href="https://support.zendesk.com/hc/en-us/articles/4408881507098#topic_khs_hhl_v4b" target="_self">More information</a>)</td>
</tr>
<tr class="lt-task all messaging">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Configure the Web Widget for messaging</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4409103246874" target="_blank" rel="noopener noreferrer">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all messaging">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Configure Zendesk messaging for Android and iOS apps</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408834810394" target="_blank" rel="noopener noreferrer">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all messaging">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Add a conversation bot to your messaging channel</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408824263578" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all messaging">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Customize the bot with answers</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4422584657434" target="_blank" rel="noopener noreferrer">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all messaging">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Route messaging tickets and notifications</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408829019162" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all messaging">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Give your agents access to messaging</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/6073485578010" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all voice lt-sub-group-name">
<td class="lt-sub-group" colspan="6">
<strong>Setting up the voice channel<br></strong>(<a href="https://support.zendesk.com/hc/en-us/articles/4408881507098#topic_jqd_vks_v4b" target="_self">More information</a>)</td>
</tr>
<tr class="lt-task all voice">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Prepare your network</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link">
<a href="https://support.zendesk.com/hc/en-us/articles/4408831417498" target="_blank" rel="noopener">How to</a> </td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all voice">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Understand phone number availability</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408846483482" target="_self">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all voice">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Enable the voice channel</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408838035866" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all voice">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Give your agents access to voice</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408882966170" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all voice">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Add telephone numbers</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408824192026" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all voice">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Configure general settings</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408838035866" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all voice">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Create greetings</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408821594650" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all voice">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Configure individual number settings</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408823877146" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all voice">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Configure voicemail options</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408831899930" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
</tbody>
</table>
</section>
</div>
<!-- Going live -->
<div id="golive" class="lt-task all all lt-group">
<section><a name="golive"></a>
<h2 id="going_live" class="lt-group">Going live</h2>
<table class="lt-group">
<tbody>
<tr class="lt-sub-group-name">
<td class="lt-sub-group" colspan="6">
<strong>Training your agents<br></strong>(<a href="https://support.zendesk.com/hc/en-us/articles/4408881507098#topic_xwf_hsz_v4b" target="_self">More information</a>)</td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Get familiar with the Agent Workspace</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408821259930" target="_self">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">View the agent guide</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/categories/5021364328218" target="_self">Guide</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task enterprise all lt-sub-group-name">
<td class="lt-sub-group" colspan="6">
<strong>Testing before going live<br></strong>(<a href="https://support.zendesk.com/hc/en-us/articles/4408881507098#topic_scf_yls_v4b" target="_self">More information</a>)</td>
</tr>
<tr class="lt-task enterprise all">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Use the sandbox to test changes</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408824434586">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-sub-group-name">
<td class="lt-sub-group" colspan="6">
<strong>Going live to customers<br></strong>(<a href="https://support.zendesk.com/hc/en-us/articles/4408881507098#topic_b2v_cms_v4b" target="_self">More information</a>)</td>
</tr>
<tr class="lt-task all email">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Set up email forwarding from an existing address</td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408836154266#intro_email_forward" target="_blank" rel="noopener">Overview</a></td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408886828698" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all voice">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Configure voice channel call forwarding</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408823796890-Setting-up-your-browser-or-phone-for-calls#topic_imk_g3r_rx" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all kb">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Activate your help center</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408846795674#topic_ckn_wc4_qy" target="_blank" rel="noopener">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all messaging">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Embed Zendesk messaging into your help center or website</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4500748175258">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all messaging">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Embed Zendesk messaging into your mobile app</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408834810394#topic_kzg_ync_gnb">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
<tr class="lt-task all messaging">
<td class="lt-task-gutter"> </td>
<td class="lt-task-name">Add your social messaging channels</td>
<td class="lt-task-link"> </td>
<td class="lt-task-link"><a href="https://support.zendesk.com/hc/en-us/articles/4408831648794">How to</a></td>
<td class="lt-task-gutter"> </td>
</tr>
</tbody>
</table>
</section>
</div>
<!-- Print button -->
<div class="lt-task all all" style="text-align: right;"><input id="print-plan-btn" class="lt-print-btn btn btn-dark" type="button" value="Print my launch plan"></div>
<!--PAGE SCRIPTS-->
<p>
<script>
// Bootstrap 5.3
const link = document.createElement('link');
link.rel = 'stylesheet';
link.href = 'https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/css/bootstrap.min.css';
link.integrity = 'sha384-QWTKZyjpPEjISv5WaRU9OFeRpok6YctnYmDr5pNlyT2bRjXh0JMhjY6hW+ALEwIH';
link.crossOrigin = 'anonymous';
document.head.appendChild(link);

// stylesheet
const style = document.createElement('style');
style.innerHTML = `
.lt-task {
display: none;
}
.lt-task.show {
display: block;
}

/* form */

#lt-form {
margin-top: 20px;
padding-bottom: 30px;
}
.lt-question {
padding-bottom: 20px;
}

/* launch tasks */

div.lt-group {
background-color: #fff;
margin-top: 40px;
border: 1px solid #d9d9d9;
}
div.lt-group table, div.lt-group td {
border: none;
}
h2.lt-group {
padding-top: 40px;
padding-left: 40px;
}
table.lt-group {
margin: 0 auto 30px 40px; /* top | horizontal | bottom | left */
}
tr.lt-task {
width: 600px;
}
tr.kb {
margin-bottom: 0;
}
td.lt-sub-group {
padding-top: 20px;
padding-bottom: 10px;
}
td.lt-task-gutter {
width: 5px;
}
td.lt-task-name {
width: 250px;
padding-bottom: 8px;
}
td.lt-task-link {
width: 100px;
text-align: center;
}
.btn {
margin: 0.5rem 0;
/*--bs-accordion-active-bg: white;*/
}
.what-plan-p {
line-height: 3rem;
}
img {
vertical-align: baseline;
}
`;
document.head.appendChild(style);
</script>
<script>
/**********************************************************************
* TASK FILTER *
* Custom filtering for the launch tasks *
/**********************************************************************
*/
const configureLaunchTasksPage = (utils) => {

// get elements to configure
let channels_select = document.getElementById("channels-select");
let get_plan_btn = document.getElementById("get-plan-btn");
let print_plan_btn = document.getElementById("print-plan-btn");

// deselect get_plan_btn if user clicks channels_select element
channels_select.addEventListener("click", function () {
if (get_plan_btn === document.activeElement) {
get_plan_btn.blur();
}
return false;
});

// set the translations for the form elements and buttons
const translations = getLocaleTranslations();

let plan_select_label = document.getElementById("plan-select-label");
plan_select_label.innerText = translations.what_plan;

let channels_select_label = document.getElementById("channels-select-label");
channels_select_label.innerText = translations.what_channels;

const channel_names = translations.channel_names;
for (var i = 0; i < channels_select.options.length; i++) {
channels_select.options[i].innerText = channel_names[i];
}

get_plan_btn.value = translations.get_launch_plan;
print_plan_btn.value = translations.print_launch_plan;

// filter the tasks if user clicks get_plan_btn
get_plan_btn.addEventListener("click", function (e) {
let plan_select = document.getElementById("plan-select");
const selected_plan = plan_select.value;
let selected_channels = channels_select.selectedOptions;
selected_channels = Array.from(selected_channels).map(
(option) => option.value
);
filterLaunchTasks(selected_plan, selected_channels);
});

// deselect "all" channel if another channel is selected or
// deselect other channels if "all" option is selected
options = channels_select.options;
console.log(options);
for (let i = 0; i < options.length; i++) {
options[i].addEventListener("mousedown", function (e) {
e.preventDefault();
e.target.selected = !e.target.selected; // multi select options without the ctrl key
if (e.target.value != "all") {
channels_select[0].selected = false;
} else {
for (let i = 1; i <= channels_select.length - 1; i++) {
channels_select[i].selected = false;
}
}
return false;
});
}

// print the plan if user clicks print_plan_btn
print_plan_btn.addEventListener("click", function () {
window.print();
});
};

/**
* @param {String} selected_plan - The plan the user selected to filter the tasks
* @param {Array} selected_channels - The channels the user selected to filter the tasks
*/
const filterLaunchTasks = (selected_plan, selected_channels) => {
// get eligible plans for the selection
const inherited_plan_lookup = {
team: ["team"],
growth: ["team", "growth"],
professional: ["team", "growth", "professional"],
enterprise: ["team", "growth", "professional", "enterprise"],
enterprise_plus: [
"team",
"growth",
"professional",
"enterprise",
"enterprise_plus",
],
};
let eligible_plans = inherited_plan_lookup[selected_plan];
eligible_plans.push("all"); // not a choice in the form but "all" is a possible class value

// get eligible channels for the selection
let eligible_channels = selected_channels;
if (eligible_channels.includes("all") && eligible_channels.length == 1) {
eligible_channels = ["all", "email", "voice", "messaging", "kb"];
} else if (!eligible_channels.includes("all")) {
eligible_channels.push("all");
}

// show/hide the tasks
const tasks = document.getElementsByClassName("lt-task");
for (let i = 0; i < tasks.length; i++) {
const task_classes = tasks[i].getAttribute("class").split(" ");
const task_plan = task_classes[1];
const task_channel = task_classes[2];
if (
eligible_plans.includes(task_plan) &&
eligible_channels.includes(task_channel)
) {
if (!task_classes.includes("show")) {
utils.addShowClass(tasks[i]);
}
} else if (task_classes.includes("show")) {
utils.removeShowClass(tasks[i]);
}
}
};

// get the translations for the form elements and buttons
const getLocaleTranslations = () => {
const translations = {
"en-us": {
what_plan: "What's your Suite plan type?",
what_channels: "How do you want customers to reach you?",
channel_names: ["All channels", "Email", "Messaging", "Voice", "Knowledge base"],
get_launch_plan: "Get my launch plan",
print_launch_plan: "Print my launch plan"
},
"es": {
what_plan: "¿Cuál es su plan de Zendesk Suite?",
what_channels: "¿Cómo desea que los clientes se comuniquen con usted?",
channel_names: ["Todos los canales", "Correo electrónico", "Mensajería", "Voz", "Base de conocimientos"],
get_launch_plan: "Obtener mi plan de lanzamiento",
print_launch_plan: "Imprimir mi plan de lanzamiento"
},
"de": {
what_plan: "Welchen Suite-Plan haben Sie?",
what_channels: "Über welche Kanäle sollen Kunden mit Ihnen Kontakt aufnehmen können?",
channel_names: ["Alle Kanäle", "E-Mail", "Messaging", "Telefon", "Wissensdatenbank"],
get_launch_plan: "Startplan anzeigen",
print_launch_plan: "Startplan drucken"
},
"fr": {
what_plan: "Quelle édition Suite utilisez-vous ?",
what_channels: "Comment préférez-vous que vos clients vous contactent ?",
channel_names: ["Tous les canaux", "E-mail", "Messagerie", "Centre d'appels", "Base de connaissances"],
get_launch_plan: "Créer mon plan de démarrage",
print_launch_plan: "Imprimer mon plan de démarrage"
},
"ja": {
what_plan: "ご使用のSuiteプラン : ",
what_channels: "カスタマーとやりとりするチャネル : ",
channel_names: ["すべてのチャネル", "メール", "メッセージング", "音声通話", "ナレッジベース"],
get_launch_plan: "ローンチプランを作成",
print_launch_plan: "ローンチプランを印刷"
},
"pt-br": {
what_plan: "Qual é seu tipo de plano do Suite?",
what_channels: "Como você quer que os clientes entrem em contato?",
channel_names: ["Todos os canais", "E-mail", "Mensagens", "Voz", "Base de conhecimento"],
get_launch_plan: "Quero meu plano de lançamento",
print_launch_plan: "Imprimir meu plano de lançamento"
},
"ko": {
what_plan: "사용 중인 Suite 플랜 유형이 무엇인가요?",
what_channels: "고객이 어떤 방법으로 연락하도록 할까요?",
channel_names: ["모든 채널", "이메일", "메시징", "음성", "지식창고"],
get_launch_plan: "시작 플랜 받기",
print_launch_plan: "시작 플랜 인쇄"
},
"it": {
what_plan: "Qual è il tuo piano Suite?",
what_channels: "Come vuoi che ti contattino i clienti?",
channel_names: ["Tutti i canali", "Email", "Messaggistica", "Voice", "Knowledge base"],
get_launch_plan: "Crea le mie operazioni di avvio",
print_launch_plan: "Stampa le mie operazioni di avvio"
},
"zh-cn": {
what_plan: "您的 Suite 计划类型是哪种？",
what_channels: "您希望客户如何与您联系？",
channel_names: ["所有渠道", "电邮", "消息传送", "语音", "知识库"],
get_launch_plan: "获取我的启动计划",
print_launch_plan: "打印我的启动计划"
}
};

const url = window.location.href;
let pageLocale = url.split("/")[4];
return translations[pageLocale];
};

// utility functions
const utils = {
addShowClass: function (element) {
let class_names = element.getAttribute("class");
if (class_names) {
class_names += " show";
element.setAttribute("class", class_names);
}
},
removeShowClass: function (element) {
let class_names = element.getAttribute("class");
if (class_names) {
class_names = class_names.replace(" show", "");
element.setAttribute("class", class_names);
}
},
};

// configure the page after it loads
document.addEventListener("DOMContentLoaded", configureLaunchTasksPage(utils));
</script>
</p>