1. How to use OneDesk

OneDesk’s reporting tool is a versatile way to present data relating to your business. There are many templates which exist by default in OneDesk, but if you have specific needs you can create and run your own custom reports. Accessing the reporting functionality To create your own report you will need to choose that option […]

What is the URI? The URI is an unique identifier used to distinguish your OneDesk account. The URI is automatically generated upon creation of your account based upon your company name. If an account is made through Google or Microsoft, the URI will be generated as a random string. How is the URI used? The

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 new Financials application was released with OneDesk’s December 2021 update and is currently in Beta. This application is for organizations who wish to handle finances surrounding their projects, tickets, and tasks within OneDesk. The Financials application can showcase features of your items such as planned and actual cost, work, forecast revenue/expenditure, and more.  Additionally,

Depending on a user’s notification settings in OneDesk, they may receive a sound alert in response to a message being received. You can either mute this sound effect entirely or change when an alert is received by a specific user. Option 1: Changing your notification sound settings You can change sound notifications on a per-user

When a ticket/task is deleted, it is moved into the ‘Deleted Items’ project and becomes scheduled for deletion in 7 days. After 7 days have elapsed, the ticket is permanently removed from OneDesk. Any time within this period, you can restore the item that was scheduled for deletion without losing any information. The ‘deleted items’

In OneDesk you can trace your workflow automations through the activities application. This lets you see just what your automations are doing on a day-to-day basis, and helps you troubleshoot any issues that may arise. Accessing the activities application To access the activities application, select the “more applications” button the bottom-left of the OneDesk interface.

 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

OneDesk’s workflow automations are a powerful tool, allowing for deeply customizable ways to streamline your workflow. One useful workflow automation is updating an item’s successors when the predecessor item’s lifecycle changes. In other words, this automation will start a task when another finishes. Note: For subtasks, you can configure subtask rollup without using workflow automations.

Note: You can configure your subtask rollup options from your company preferences. It is not necessary to use workflow automations. OneDesk’s workflow automations are a powerful tool, allowing for deeply customizable ways to streamline your workflow. One useful process is the ability to update the lifecycle status of your tickets or tasks when subtasks within