Adjustments for agent invitation and checklists

Author: ralf401

guides/additional-customization.rst

@@ -68,7 +68,9 @@ Enable Checklist Feature
 
 Zammad's :doc:`checklist feature </manage/checklist>` allows you to keep track
 of certain tasks in a ticket. The feature allows you to create checklist
-templates and link to other tickets as checklist item too.
+templates and link to other tickets as checklist item too. In case an agent
+wants to close a ticket which still has open checklist items, a dialog asks
+if the agents really wants to close it.
 
 .. See how to set it up, create a template and reference to another ticket in a
 .. checklist item in the video.

guides/start-with-zammad.rst

@@ -133,7 +133,9 @@ Create Agent Accounts
 
 Create a :doc:`user </manage/users/index>` for each of your support agents by
 going to the first steps section and use the
-**Invite agents/colleagues to help working on tickets** function.
+**Invite agents/colleagues to help working on tickets** function. You can find
+it by activating the **Dashboard** on the taskbar and switch to the
+**First Steps** tab.
 Make sure to assign the right role to each of the agents.
 This step sends out invitation emails to your agents.
 

locale/admin-docs.pot

@@ -8,7 +8,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Zammad Admin Documentation pre-release\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-11-26 07:37+0100\n"
+"POT-Creation-Date: 2025-11-26 07:58+0100\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
 "Language-Team: LANGUAGE <[email protected]>\n"
@@ -6011,62 +6011,62 @@ msgid "Enable Checklist Feature"
 msgstr ""
 
 #: ../guides/additional-customization.rst:69
-msgid "Zammad's :doc:`checklist feature </manage/checklist>` allows you to keep track of certain tasks in a ticket. The feature allows you to create checklist templates and link to other tickets as checklist item too."
+msgid "Zammad's :doc:`checklist feature </manage/checklist>` allows you to keep track of certain tasks in a ticket. The feature allows you to create checklist templates and link to other tickets as checklist item too. In case an agent wants to close a ticket which still has open checklist items, a dialog asks if the agents really wants to close it."
 msgstr ""
 
-#: ../guides/additional-customization.rst:79
+#: ../guides/additional-customization.rst:81
 msgid "Add AI Agents"
 msgstr ""
 
-#: ../guides/additional-customization.rst:81
+#: ../guides/additional-customization.rst:83
 msgid ":doc:`AI agents </ai/ai-agents>` can work on specific routine tasks and relieve your agents so they can concentrate on more important things. To break the configuration down:"
 msgstr ""
 
-#: ../guides/additional-customization.rst:85
+#: ../guides/additional-customization.rst:87
 msgid "Prerequisite: add an AI provider"
 msgstr ""
 
-#: ../guides/additional-customization.rst:86
+#: ../guides/additional-customization.rst:88
 msgid "Create an AI agent with the type of task you want to delegate"
 msgstr ""
 
-#: ../guides/additional-customization.rst:87
+#: ../guides/additional-customization.rst:89
 msgid "Call the AI agent in a trigger or scheduler job"
 msgstr ""
 
-#: ../guides/additional-customization.rst:97
+#: ../guides/additional-customization.rst:99
 msgid "Next Steps"
 msgstr ""
 
-#: ../guides/additional-customization.rst:99
+#: ../guides/additional-customization.rst:101
 msgid "Depending on your use case, you might want to adjust more things. Have a look at the left navigation menu where you can find a detailled explanation of all features in Zammad."
 msgstr ""
 
-#: ../guides/additional-customization.rst:103
+#: ../guides/additional-customization.rst:105
 msgid "To provide more ways for your customers to contact you, add additional channels like :doc:`/channels/whatsapp/index` and :doc:`/channels/sms`."
 msgstr ""
 
-#: ../guides/additional-customization.rst:105
+#: ../guides/additional-customization.rst:107
 msgid "Leverage productivity by:"
 msgstr ""
 
-#: ../guides/additional-customization.rst:107
+#: ../guides/additional-customization.rst:109
 msgid "Automate additional things via :doc:`/manage/trigger`, :doc:`/manage/scheduler` and :doc:`/manage/macros`"
 msgstr ""
 
-#: ../guides/additional-customization.rst:109
+#: ../guides/additional-customization.rst:111
 msgid "Use additional :doc:`AI features </ai/provider>` to relieve your agents so they can focus on more important tasks."
 msgstr ""
 
-#: ../guides/additional-customization.rst:112
+#: ../guides/additional-customization.rst:114
 msgid "In case you want to bill the support provided, use the :doc:`time accounting </manage/time-accounting>` feature"
 msgstr ""
 
-#: ../guides/additional-customization.rst:114
+#: ../guides/additional-customization.rst:116
 msgid "Add and customize your :doc:`overviews </manage/overviews>` for agents. This is useful for team leaders or in case your needs are not covered by the default overviews."
 msgstr ""
 
-#: ../guides/additional-customization.rst:117
+#: ../guides/additional-customization.rst:119
 msgid "And don't forget to sign up for our `cloud services <https://zammad.com/en/pricing>`_ or get in touch with our `sales colleagues <https://zammad.com/en/pricing>`_ about a support contract for self-hosting Zammad."
 msgstr ""
 
@@ -6199,14 +6199,14 @@ msgid "Create Agent Accounts"
 msgstr ""
 
 #: ../guides/start-with-zammad.rst:134
-msgid "Create a :doc:`user </manage/users/index>` for each of your support agents by going to the first steps section and use the **Invite agents/colleagues to help working on tickets** function. Make sure to assign the right role to each of the agents. This step sends out invitation emails to your agents."
+msgid "Create a :doc:`user </manage/users/index>` for each of your support agents by going to the first steps section and use the **Invite agents/colleagues to help working on tickets** function. You can find it by activating the **Dashboard** on the taskbar and switch to the **First Steps** tab. Make sure to assign the right role to each of the agents. This step sends out invitation emails to your agents."
 msgstr ""
 
-#: ../guides/start-with-zammad.rst:143
+#: ../guides/start-with-zammad.rst:145
 msgid "Further Steps"
 msgstr ""
 
-#: ../guides/start-with-zammad.rst:145
+#: ../guides/start-with-zammad.rst:147
 msgid "At this stage, you are ready to use Zammad in production and take advantage of the collaboration and organization features. To customize it further, follow the :doc:`additional customization guide <additional-customization>` or read on in the specific documentation sections."
 msgstr ""