Updated: Aug 2022. In OneDesk you can create a timesheet for each time you work on a task or ticket. Here’s how to customize that timesheet form. Creating a timesheet It’s easy to create timesheets in OneDesk. Do this by: Clicking “Add Timesheet” from with the ticket/task details Selecting “timesheet” from the “Add” menu in […]
We have released an update to the report creation interface. This a big step forward for non-technical users to be able to generate and schedule the reports they need. While the underlying report generation technology has not changed, the interface has become a lot more user-friendly and intuitive. In the prior version, the user was
At OneDesk we’ve been working on some big exciting new features, but at the same time we have been making updates to OneDesk with a few smaller, but very useful features. Here is a quick update on the latest improvements you may have missed. Improvements to custom field functionality: Group items by custom fields: Now
New in OneDesk, August 2020 – Custom fields get an upgrade More
The latest updates to OneDesk introduced the following new features and enhancements. New Report Wizard (beta): We have released an update to the report creation interface. Now the user is presented with a wizard-like interface that walks the user through the choices necessary to generate the report they want. This a big step forward for
New in OneDesk: Custom fields on timesheets, gantt enhancements, & more More
Do you want to make sure that no tickets fall through the cracks? With OneDesk it is easy to auto-assign incoming tickets to ensure that every ticket is assigned to an agent. But the resolution process doesn’t stop there. You need to also ensure that the responses from assigned agents occur in a timely manner,
OneDesk has many tools that will make your life easier – every day. One way OneDesk does this is by automating ticket-assignments so that your team can get to work on them with only the briefest of delays. Here are some ticket-assignment strategies that you can implement right now in OneDesk. Assign by Round-Robin With
Here are the new features and enhancements for the May 2020 Release of OneDesk. This release was rolled out on May 12, 2020. Tabbed view for detail panels and item creation forms. Now you can open detail panels in new tabs inside OneDesk. All detail panels such as those for tickets, tasks, projects, customers, organizations,
What are Teams and how are they Organized? If you work in a team, OneDesk offers an easy way to manage and share projects amongst team members. While you can share projects with individuals, often it is faster and more consistent to share your projects using teams. In OneDesk you can organize your users into
In OneDesk there are a large number of options that allow you to configure the software to behave in just the way you want it to. However, most of these options are non-critical and only need to be tweaked along the way, as you decide you want to change the way some things work. Out-of-the-box,
In the most recent release of OneDesk we made big changes to Customer Organizations. Whereas prior to this release customer organizations were relatively simple groupings of customers, now they have become more sophisticated objects, with properties and features that will change the way you use OneDesk. What are Customer Organizations? Customer Organizations represent the companies