OneDesk is flexible and customizable helpdesk and project management tool, allowing for custom fields and lifecycle statuses. In this way, OneDesk can be utilized to fit many different teams and workflows. The following article discusses a helpful feature of OneDesk called ‘validation on status change.’ This feature helps your team make less errors when working […]
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
What are Views? Views in OneDesk allow you to group and organize your tickets, tasks and other data based on your specified criteria and within a variety of layouts. Views help better overall plan and prioritize your work. For example, see a hierarchical view of unassigned tickets, assign tasks to users on a Kanban board,
At OneDesk we believe the tool you use should adapt to you. Whatever your workflows and processes, you can customize your account to work the way you work. One powerful function in OneDesk is our highly flexible email-to-ticket creation and auto-routing capabilities. This article will give you insight into how email forwarding to create tickets
If your company manages multiple services, brands, or a variety of departments each with different workflows, branding or websites, it is important to be sure your clients are receiving properly tailored support. On the other hand, you’ll want your agents to have centralized communication and a streamlined workflow to manage tickets and tasks, even across
Budget monitoring is a key aspect to successful project management. The new financials app in OneDesk allows you to easily estimate, forecast and monitor your company’s budget. Regardless of the size of your team, or how you bill your customers, the financials app offers flexibility to set costs and keep track of your company’s finances
Archiving is a great option If you want to clear your view of old or no longer used items without permanently deleting anything. You are able to archive tickets, tasks, or whole projects. How to archive Step 1: Click on the three dots beside the desired ticket/task/project. Step 2: Select Archive from the menu. If
The December 2021 release of OneDesk went live on December 17 2021 and includes a ton of new Features. New ‘Financials’ App (beta) OneDesk is introducing a new “Financials” app. This app is designed to help you plan and track your costs and income as you work on Projects and Tickets. There is a lot
Projects within OneDesk have a built-in buffer period between when you choose to delete them and when they are actually deleted. When you choose to delete a project, the item will be scheduled for deletion for 7 days. After 7 days have passed, the project will then be permanently removed. Deleting projects To delete a
Aside from your system (base) layouts, custom views allow you to display your data in unique, dynamic ways. Custom views are available in all the main OneDesk sections: tickets, tasks, projects, timesheets, customers, users, and analytics. You can easily view what you want in the way you want. You are also able to share your