Scheduling is a key aspect of project management. Effective project management scheduling includes more than just setting the project due date. Rather, for effective planning, a project manager should ensure to define the task and project activities, estimate effort and duration, determine dependencies and monitor everything in real-time. OneDesk offers many options and helpful tools […]
Subtasks are a popular project management and helpdesk feature in OneDesk. Subtasks are great for breaking down complicated tasks into smaller ones. One stand-out aspect of subtasks in OneDesk is the fact that subtasks are full-featured tasks. In many other project management applications, subtasks are ‘weak’ tasks with limited features. With OneDesk, subtasks have the
What are the tickets and tasks portals? Along with the knowledgebase and messenger, the tickets and tasks portals are available as new mobile-friendly web applications. The Classic Portal is also still available. The ticket and task portals are tools for your clients, customers, or end-users. These new tickets and tasks portals allow customers to view,
OneDesk offers two mobile options for users. First is the iOS/Android apps available for download on each respective app store. Second, the mobile-friendly web browser-based application (referred to as Mobile-Friendly OneDesk or MFOD), which is accessible by logging in from a mobile browser. For information on the customer’s mobile experience please refer to: Mobile Customer
OneDesk offers two pop-up widgets to choose from when embedding the OneDesk customer applications onto your website – the OneDesk Customer Widget, and the new OneDesk Widget (Beta). These widgets serve similar functions, yet there are circumstances where you may prefer to embed one onto your website over the other. Both widget options are intended
OneDesk’s Two Customer Service Pop-Up Widgets Explained More
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
The Mobile-Friendly OneDesk (MFOD, beta) provides an easy solution for communication between your users and customers. Access and respond to your conversation directly from your mobile device using the MFOD. Communicating in the Mobile-Friendly OneDesk: As a User When operating the MFOD as a user, you will send and receive messages in much the same
The Mobile-Friendly OneDesk (MFOD, beta) contains a Ticket Portal and Task Portal for your customers to view their submitted items. Customers can submit new tickets and tasks directly to you using this portal, as well as participate in conversations inside their items. Enabling the Mobile-Friendly Ticket and Task Portals To enable the Ticket Portal and
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,