The May 2026 release of OneDesk is now live! Here’s what this release introduces:
Customer-Facing Help Centers – As many as you want! (beta)
Now in OneDesk you can create multiple help centers, each with different customer apps and separate website widgets. Each help center has its own login page and permits only designated customers to log in. This means you can present different webforms to different customers, offer different knowledgebases & ticket portals, and brand your portals independently with logos and colors. Features include:
- Separately customizable webforms and knowledgebases for different customers are now possible
- Group your customer apps into multiple help centers. Each Help Center can contain one or more of Customer Apps like: Webforms, Messenger/Chat, Ticket Portal, Knowledgebase, Home Page
- Control customer access to each app: limited to specified customers/customer orgs, logged in customers only, or no login required
- Customize each help center with different names, login pages, logos, colors, and more.
- Embed each help center as a different widget on your website
- The ‘default’ Help Center is what is available in the mobile app for Customers, so if your customers are using the mobile app, make suer they have access to apps in the default help-center.
Expense Management
Now your users can submit expenses along with the work performed for a task or ticket. Expenses are like timesheets for costs incurred while working on the task or ticket, and can be tracked, invoiced and analyzed directly in OneDesk.
- Allow you team to log monetary expenses that have been incurred
- Track all expenses inside the time and expenses app
- Analyze expenses in the financials app (permissions permitting)
- Optionally invoice those expenses to your customers, via OneDesk or via QBO
- Categorize expenses like travel, supplies, repair, or anything else.
- Requires PSA or Work Management Products
Financials Dashboard
If you want more insight into the work you perform for customers along with the profitability of that work, the new financials dashboard is what you need. You can easily view the required KPIs for quotes, invoices costs and profitability all in one place.
New comprehensive KPIs for: Costs, Revenue, Hours, Profitability, upcoming Pipeline and more
Charts for your top Customers, Projects, Teams, and Services
Filter your projects, invoices and more to get results by month, by customer, by project, by team, by service, and much more.
Requires PSA or Work Management Products
Charts – new look
We have a new look and style for charts in OneDesk. Find these new charts
- in the user dashboard app
- in the financials dashboard (in the financials app)
- in analytics
- in the KPIs found above the various apps.
Other Enhancements
- Sorting cards – sort your Kanban cards easily by creation date/ID, Priority, Percent Complete, Requester, Planned Work
- Checkbox Custom field – Add a custom field of type checkbox
- Voicemail notifications – Green bubbles let you know if you have any voicemails
- New Activities: open conversation, close conversation are recorded in item activities
- Improved Delivery Status Notifications (DSN) for connected MS365 and Gmail accounts. Now you will be able to more easily tell if your email server receives a DSN later for an email that failed to send.
- Macro and Automation Actions: Remove all user followers, remove all customer followers
Plus hundreds of other bug fixes, enhancements and optimizations.