In OneDesk, you can create and identify links between tickets. This allows you to easily access related items and label them to determine their relationship. You can easily flag duplicate work, identify the priority for sequential work items, and more. You are also able to create task dependencies that identify predecessor and successor relationships, from […]
Linking items & linked item relationships in OneDesk explained More
OneDesk automatically creates new tickets in your account when received from your support email. You can directly connect your O365 or Gmail/Google Workspace account. Or, if you use another email provider, you can create tickets using the auto-forwarding method. Simply follow these best practices to set up your email to automatically forward to your OneDesk.
Portfolios are items within OneDesk that allow for easy grouping of projects together. While portfolios cannot contain items directly, the projects within these portfolios contain all the tickets, tasks, articles, and other item-types which you may be working with and are used to. Additionally, portfolios can include other portfolios within themselves as parent portfolios. The
Creating an Item with Workflow Automations In OneDesk, tickets and tasks possess workflow automations that allow for items to be created in reaction to a range of conditions which the original item-type meets. These created items can be designated as subtasks within the original item, or they may be their own standalone item. To create
OneDesk has many tools to streamline your workflow. Automation is one of the most powerful and flexible ways to save time in your day to day work. One such tool is the ability to automate the creation of new projects. Here is how to implement this strategy. How to automatically create a project Step 1:
Logistics firms exist at the crossroad between supply and demand. Having to service a wide-ranging variety of client and customer requests, the need for efficient, hassle-free communication and project management is a must. If client shipments cannot be fulfilled and sent to customers in a timely manner, your logistics firm will eventually be overlooked for
How a logistics firm uses OneDesk to serve their business More
A human resources division is responsible for a wide range of essential activities, not limited to: recruitment, payroll, labour relations, and employee development. An effective human resources team is crucial to employee retention and satisfaction. All of these functions are a key factor in the success of an organization. The importance and complexities of HR
How a human resources firm uses OneDesk to manage client relationships More
Working in a small company comes complete with its own unique set of challenges. These challenges are only magnified when your company is as small as it can get – a single person. When you only have yourself to count on, managing the time that you put into projects becomes of the utmost importance, and
How a One Man IT Firm uses OneDesk to manage his client projects and requests More
For small teams, using managed software solutions is an easy way to provide functionality without investing in resources to build it. However, managed solutions can also be restrictive when customizations are needed. It then becomes a burden trying to find other tools that will seamlessly integrate. In particular, content management systems (CMS) are streamlined to
How a school integrates OneDesk’s customer widget into their learning management system More
The October 2021 release of OneDesk went live on October 2nd, 2021 and included the following new features. Recovering Deleted Projects When you delete a project, it is archived for 7 days before being permanently deleted. This will give you the opportunity to recover it if you deleted it by accident. Note that this does