OneDesk for Design & Creative Services
Juggling design requests and multiple client projects can be daunting without a robust solution in place. OneDesk offers a request and creative project management software for creative service companies. Organize, manage, and streamline your design intake and creative projects in one place.
Why OneDesk for design and creative services?
All-in-one design request and creative project software
Manage all design projects and requests into a single application. Centralizing everything into one location allows your team to streamline projects. Easily track requirements, schedule projects, communicate with clients, and collaborate on tasks with OneDesk’s all-in-one solution.
Design request, inquiry, & support management
OneDesk’s built-in help desk software lets you capture support issues, service requests, or client questions, and manage them from one centralized place. Assign requests to your team and communicate with clients from in OneDesk. Simultaneously hold private internal conversations and separate client-facing discussions on the same request. Share Illustrator files, PDF’s and any other attachment as well.
Creative project management software
Plan your creative projects, tasks, budget, and schedule within OneDesk. Discuss tasks and issues with your team and customers, and capture hours worked using timesheets or work timers. In OneDesk you can track tasks, request and issues together. Plan your tasks/projects on the Gantt chart or calendar. OneDesk provides you with creative project management software that can help you collaborate seamlessly with all team members, meet goals and deadlines, and give you a platform to discuss upcoming ideas.
Design and creative project management capabilities
OneDesk offers a large number of features to help your team streamline work. Read below for more details on using OneDesk for creative project management, request management, team collaboration and client communication.
Full-lifecycle creative project management
Keep your design projects on track with versatile project planning and management features. Plan tasks and projects on the Gantt chart or calendar. Assign or change the status of tasks and projects with the Kanban board. Use task scoring, dependencies, and linked relationships, to streamline your plans. Cut down on repetition with flexible workflow automations, and more.
Integrations to streamline creative project management
You can connect OneDesk to hundreds of web applications:
- Connect with Box or Dropbox to easily attach designs from your file repository.
- Connect with QuickBooks to send OneDesk invoices.
- Connect with messaging apps to create messages or items in OneDesk.
- and much more.
Reporting and analytics for design & creative companies
Extract data and create insightful reports in OneDesk using pre-created templates or by customizing your own. Automatically schedule and email reports. This will aid in creating your client invoices, timesheets, etc. OneDesk allows Design & Creative Services to generate reports on tickets, requests, and user activities on a weekly or monthly basis.
OneDesk also offers built-in charts and graphs to analyze KPIS on tasks, projects, and requests.
Keep organized with email Integration
Capture and respond to customer emails directly from your OneDesk account. OneDesk will create a new ticket from the email, capture attachments, and create a new customer record if necessary.
Email integration allows your team to save time managing your inbox(es). All your emails, whether they are requests or questions are kept in one dashboard. Your dashboard work view in OneDesk is easily to filter, group, search, and organize the way you need.
Customizable design request forms
Design request forms, or webforms, let your clients submit requests or tasks. All requests and tasks will be submitted and centralized in your OneDesk account. One benefit of webforms is that they ensure clients submit all necessary information for a request, helping you streamline request intake.
You can customize your request forms to the needs of your company. For instance add custom fields, make fields required, and more.
Track time and bill projects
Track time on tasks and requests with easy-to-use timers and timesheets. Create invoices from tracked time with a few clicks. OneDesk also includes invoicing for flat fee projects and prepaid hours. Send invoices to your clients email right from OneDesk or integrate with QuickBooks Online.
Team collaboration for design projects
Discussion and collaboration is an important factor for design & creative services, and OneDesk makes this possible with several features. Keep your entire team in the loop (including customers) with built-in discussions and email notifications on tasks and projects. Use real-time messaging on tasks and tickets, your team can easily communicate with each other in private messages, or with the customer in-context
Mobile app for creative project management
Carry your OneDesk around with you! With the mobile OneDesk your team can stay on track from anywhere. Our mobile app connects to your OneDesk account so you can:
- Access, create, and reply to client requests.
- Get notified of new assignments.
- Log work with timers & timesheets.
- Create new tasks and submit them to your projects.
- Assign and prioritize tasks.
- Update the progress or status of tasks.
- Communicate with your teammates.
- Attach images and files.
Client web portal
OneDesk includes a web-portal designed especially for your clients. The portal lets customers engage with tasks and requests. Clients log-in to view progress, send messages, attach files, or submit new requests. The client portal is highly customizable – you can change the appearance, features, behavior, and customer permissions.
Knowledge base for design agencies
Always answering the same questions on pricing or available services? Let customers find answers quickly by publishing articles to the knowledge base. Increase customer satisfaction while reducing the workload on your support team.
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