Skip to content

Use Cases

Every ready-made preset is a set of entities, state models, automations, and business processes configured for a specific scenario. They're applied at the «Ready-made preset» step during initial setup — you can select several at once.

PresetEntitiesDetailed walkthrough
IT SupportTickets, categoriesService Desk (IT Support)
CRMClients, contacts, dealsCRM
HREmployees, vacations and absencesHR
Project ManagementProjects, tasksProject Management

ITSM (Full)

Besides the basic "IT Support" preset, an extended ITSM (Full) preset is also available: Incidents, Problems, Changes, Tasks, Configuration Items (CIs), Services, Agreements (SLA), Approvals, Knowledge Base. It's the same entity, state model, and automation builder — just with a wider set of pre-configured entities and relations between them. It isn't covered separately in this section.

Each walkthrough shows the same thing from a different angle: which entities and fields are created, how the state model is built, which automations and business processes run, and which dashboard users see by default. It's a convenient way to see how the platform's primitives come together into a complete solution — and to use them as a basis for your own configuration.

Orbita ITSM documentation