For an expanding enterprise resource planning (ERP) firm, providing quality service is of utmost importance. ERP covers a wide range of day-to-day business areas—from procurement to accounting and everything in between—so staying organized and on top of everything is the key to success. Bringing the management of these needs all into one tool makes it […]
You can set rules in OneDesk to automatically create a ticket or task as a result of an automation. You can generate a brand new ticket or task with this automation. When creating a new item, you can control: Subtask: If the created item is added as a subtask of the triggering item. Type: The
You can get OneDesk to automatically create a project for you as a result of an automation. Once triggered, these automations can generate a new project from a project template in your OneDesk, helping you to save time when starting new projects. How to Automatically Create a Project Step 1: Click on More Applications. Step
In OneDesk, you can grant different levels of access to all your applications on the per-user level. This allows you to control what applications your users are able to access and what they can and can’t do in each one. You can set different levels of access on the following applications in OneDesk: Tickets Tasks
For companies that have very established workflows for their ticket and project management, it can be difficult finding the right software to properly reflect them. In certain instances where the workflows are a little less traditional, it can be even more of a challenge to ensure the right customizations are possible. When a translation company
In OneDesk, you are able to identify relationships between your work tasks. Some of those relationships can be identified as: Blockers: Indicates that one item cannot be worked on before another is completed.Duplicates: Indicates that the items duplicate each other.Related: Items that are related to others with no predefined meaning. These relationships are reciprocal, so
You can establish task dependencies with successor and predecessor links. Dependencies define relationships among tasks that determine the order in which activities should be performed. Predecessors identify tasks that must be completed before their successor task can be started. In other words predecessors are a ‘parent’ while the successor is the ‘child.’ With workflow automations,
New Automation Capabilities: New Automation Action: ‘Create a new item’ Now you can get OneDesk to automatically create an item for you as a result of an automation. Some examples where this could be useful include making automations so that: Changing a custom field on a ticket (for example to “customer onboarding”) automatically creates and
Services and requests are two concepts that go closely hand in hand. Even for internal requests, once a service is requested, there is a certain level of agreement that must happen between the two parties involved. This is often handled via terms and contracts, but these can be easy to mismanage or lose sight of.
Balancing all of a company’s various business needs can be difficult and often results in using a number of different solutions to get the job done. So often these days, a lot of software focuses on fulfilling one specific need, and doing it really well. While this is great in providing consumers with good quality
How a Web Designer Agency uses OneDesk to centralise their work More