Workflow Automations

Automations

Improve your efficiency and automate business processes with OneDesk’s automation engine.

Help desk automations to save time

Let your help desk run itself with OneDesk’s versatile automation rules – no coding required. Automations cut out tedious work by assigning, organizing, routing, updating, and replying to tickets for you.

Auto-Assign

Assign tickets automatically to specific agents, by round-robin or based on the priority, customer, tag, inbox, and more.

Organize & route

Stay organized automatically by routing or categorizing incoming tickets to the right container, project, tag, department, and more.

Reply & notify

Keep customers or agents up-to-date with no effort. Automatically reply to incoming tickets, send reminders, or inform on status changes.

Automate tasks with 100s of possibilities

Customize how OneDesk works for you by defining your own project and task workflows. Configure task dependencies, streamline project handoffs, set escalation processes, and much more.

Build workflows

Assign tickets automatically to specific agents, by round-robin or based on the priority, customer, tag, inbox, and more.

Task templates

Standardize practices and get to work quickly with your own ready-made task forms. Create multiple templates with default values and properties.

Scheduled reporting

Drill down to your team's performance and progress with real-time data and auto-scheduled reports.

Maximize productivity

Kickoff work and get started right away with automated creation. Automatically create new projects, subtasks, requests, and more.

Project templates

Build out project templates for all the services you offer. Kick off new projects with a click or through an automation rule.

Timesheet automations

Stay updated on the time being spent on projects. Automatically approve timesheets, send emails about billable time, and more.

Connect work

Pass information between your other tools with integrations. Reduce double data entry and save time by connecting QuickBooks, MS365, Outlook, Gmail, and more.

Why automate your processes?

Reduce errors

Reduce the mistakes that manual labor can cause by automating processes.

Reduce costs

Automations allow your agents to focus on more meaningful and high value tasks.

Increase productivity

Speed up ticket resolution and project completion by letting automations handle the tedious stuff.

Customize workflows

Configure OneDesk to fit your needs by creating unique workflows using the automation engine.

Minimize repetition

Cut back on routine back and forth by letting automations handle routine tasks.

Standardize processes

Define the intake, hand off, and delivery process to streamline your operations.

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