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
In OneDesk, you are able to identify relationships between your work tasks. Some of those relationships can be identified as: Blockers: Indicates that one item cannot be worked on before another is completed.Duplicates: Indicates that the items duplicate each other.Related: Items that are related to others with no predefined meaning. These relationships are reciprocal, so
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,
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 allows you to export the data from the custom views you create. You can export data in the Flat or Tree views from the following applications: Remember when exporting, you are exporting your current view, including your custom views. For example, if you have added or removed columns, or applied filters, groupings, or searches,
NOTE: This article is outdated. Please refer to the up-to-date article of dynamic properties on the OneDesk Knowledgebase. OneDesk allows the use of dynamic properties to insert relevant information into a message depending on what it is attached to. This can currently be accessed through saved replies and email templates. It allows you to pull
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