Change management is an approach for managing organizational changes, which can include processes, infrastructure, or technology. The goal is to implement changes smoothly, with minimal risk to users. In the help desk context, the process is usually in reference to IT change management. This article outlines a basic IT change management process with OneDesk. You […]
Change Management with OneDesk More
In the world of Project Management, not every Task or Project fits neatly into a pre-planned timeline. Sometimes, Projects arise unexpectedly or need to be handled on the fly. And if you’re using Projects to organize your Helpdesk (which we recommend), you might not have a need for scheduling in the first place as you
Create and Manage Unscheduled Tasks and Projects in OneDesk More
How to configure your OneDesk app appearance Want to configure the appearance of your OneDesk app to fit your company or preferences? Premium and Enterprise members of OneDesk can now White Label their web application via the Style tab in Company Preferences. To access this feature, navigate to Administration > Company Prefs. > Style. Here you
Styling & Whitelabeling Your OneDesk App More
How to Quote for Projects Quoting is a crucial step in project delivery, as it enables both the business and the client to understand the project’s scope and accurately project revenue. In this article, we’ll cover the essentials of creating quotes for projects or services, emphasizing the importance of accuracy and thoroughness. What is a
How to Create Project Quotes More
Using project templates Many businesses deliver services or projects for their clients which often follow a similar flow. Projects of this nature can encompass a wide variety of procedures or services such as web design projects, marketing campaigns, or onboarding procedures. Let’s take the example of a design project. The standard procedure is similar each
In today’s blog we’ll be looking at the basics of kanban boards! What is a kanban board? A kanban board is a project management tool used to intuitively and visually track and organize work. Kanban boards and the kanban method as a whole has its origin in the manufacturing industry in the 1940s. Since then,
Kanban Boards – The Basics More
Wix is a popular website builder which allows anyone to build beautiful pages with templates and other ready-made elements. OneDesk is an all-in-one work management software. With OneDesk, you can streamline and manage multiple aspects of your business, from customer support and task management to time tracking and invoicing. Open communication channels for your customers
Integrating OneDesk with Wix More
A common question we receive is how to structure and organize your work in OneDesk. OneDesk allows for tremendous versatility in how you work, and every business will have their own workflows. The first step in determining how to organize your work is to get an understanding of the structure of OneDesk. We want to
How to Structure and Organize Your Account More
One of the great aspects of OneDesk is the level of customization it supports. With OneDesk, you can configure unique statuses, forms, workflows, and much more. Regardless of what industry you work in, OneDesk can be configured in a variety of ways to fit your needs. In today’s blog I’m going to talk about one
About Using Custom Fields More
Receive emails as tickets from one or multiple inboxes, so multiple agents can respond to customers from a central application collaboratively. Table of Contents How the email flow works In short, the email flow works as follows: Connect or auto-forward your support inbox to OneDesk. Your customers can send an email to your support email
Email to Ticket Flow – Incoming/Outgoing Set-Up: Complete Guide More