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
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
If you’re unable to locate an item (ticket or task) in OneDesk, it might be for one of many reasons: If you can’t find an item in OneDesk, try the following: Change the Project Level SelectionUse Unfiltered View & SortingMake Sure You’re in the Correct ApplicationUse the Global SearchCheck if You Have AccessCheck if the
OneDesk makes optimizing your project schedule easy with ‘smart rescheduling’. In only a few clicks, this powerful tool can optimize the work schedule of your projects, allowing you to save time and reduce the overall duration of your projects. Smart rescheduling will take into account the project’s start date, any finish-to-start links between tasks, and
Saved replies can be set up in OneDesk for your agents to use. These saved replies allow your team to be able to respond faster to commonly asked customer inquiries by inserting pre-written responses. You can set up a repository of saved replies for your users to be able to make user of. Using saved
OneDesk’s customer success surveys allow you to assess your customer support team’s level of support. These surveys are sent out by email to the customer once a ticket has been closed. The customer can then rate the service as negative or positive and leave a comment about their experience. You will be able to activate
OneDesk has just released the April 2021 update to OneDesk with many new features and improvements. This update will go live on April 24, 2021. Customer Service Survey OneDesk introduces the ability to ask your customers for their opinion on your service by offering a simple survey. Your OneDesk account can be configured to