Components of a KPI dashboard KPIs or Key Performance Indicators, are measurements that determine how well your organization is meeting its goals and objectives. KPIs are crucial to making data-driven decisions for your business. KPI dashboards provide a single screen of useful charts and graphs to easily measure your progress and performance. As such, when […]
Whether the end-users you serve are from within your company, or whether they are external clients, OneDesk will work for you. However, you will need to configure OneDesk in slightly different ways to achieve the best workflow. This article will tell you what quick settings to make to fine-tune your setup for serving internal vs.
Setting OneDesk Up for Serving Internal End-Users or External Customers More
OneDesk lets you create teams to group and organize your users. Users can belong to more than one team and can be assigned different roles in each. When a team is assigned to a project, the user’s team roles will become their project role. Creating a Team Inside OneDesk To create a team inside OneDesk,
Creating Teams and Sharing Projects with Teams More
The analytics dashboard in OneDesk can be used to quickly view performance indicators and relevant charts for your organization. This dashboard can be configured to easily show the charts and date ranges which are most relevant to you and your business. Accessing the Analytics Dashboard To access the analytics dashboard, head to More Applications -> Analytics
Custom Analytics Dashboards for Specific Industries More
The OneDesk Customer Portal provides an easily accessible space for your customers to submit tickets and view the status of their items which your team is working on. To get started with the Customer Portal, customers must first be created in OneDesk and invited to register on the portal. Creating Customers in OneDesk There are
Inviting Customers to Join the Customer Portal More