Search Videos 00. Getting Started with OneDesk | Webinar 01. The Main OneDesk Application | Overview 02. Tickets and Tasks 03. Creating Tickets and Tasks 04. Selecting the Project-Level 05. Adding and Managing Users 06. Creating and Managing Projects 07. Creating and Managing Customers 08. Sharing Projects with Users and Customers 10. Portfolios 11. Live Chat Messenger 11. Live Chat Messenger 12. Timesheets and Task Timers 13. Customer Replies vs. Internal Messages 14. Agile Project Management with OneDesk 16. OneDesk – 5 Minute Tour 18. OneDesk – 5 Minute Tour Adding the Customer Apps to Your Website Adding Users and Customers to Conversations Agile Project Management Features in OneDesk Calendar Integration with iCal Canned Responses Capture Tickets by Email Changing the Bot Image and Name Changing the Look and Feel of Your Customer Apps Configuring Internal Item Forms & External Webforms Conversations and Discussions Creating and Managing Teams of Users Creating and Sharing Dashboard Views Creating Custom Fields and Condition Fields Creating Integrations with Zapier Creating Links to Items in Conversations Creating New Card Boards & Card Lists Creating Your Own Customer Apps Creating, Using and Sharing Dashboards Custom Reporting 0:55 Customer and User Summary Cards Customer Portal Customization Customize Currency and Creation Forms Customizing Applications Customizing Email Appearance 7:44 Email Settings Free Trial, Pricing & Going Pro Full Overview Demo Getting Started: Financials Getting Started: Tasks Overview Getting Started: The Mobile App Getting Started: Tickets Overview Hiding and Renaming Apps History and Activity Tracking How to Create Multiple Portals/Knowledgebases How to Export a View How to See Tickets and Tasks in One View Importing Tickets and Tasks In-Depth: Work Views & Custom Views Integrate with QuickBooks Online Integrating Dropbox with OneDesk Integrating Mailchimp with OneDesk Invoicing Language and Terminology in Customer Apps Lifecycle / Workflow Statuses Making Bulk Changes to Items Merging Tickets Modify the Default Settings Modifying Organization Preferences OneDesk – Archiving Tickets & Tasks OneDesk – Customers & Customer Organizations OneDesk – Get Started: Customer Apps OneDesk – Get Started: Knowledgebase OneDesk – Get Started: Ticket Portal OneDesk – Get Started: Website Widget OneDesk – Getting Started: Administrative Settings OneDesk – Getting Started: Agent Management OneDesk – Getting Started: Analytics OneDesk – Getting Started: Auto-Triage Customer Requests OneDesk – Getting Started: Automated Bot Responses OneDesk – Getting Started: Automating OneDesk OneDesk – Getting Started: Chart Widget OneDesk – Getting Started: Cloning OneDesk – Getting Started: Communicating with Customers & Customer Organizations OneDesk – Getting Started: Communicating With Users & Teams OneDesk – Getting Started: Communication Channels OneDesk – Getting Started: Company Preferences OneDesk – Getting Started: Creating & Sharing Work Views OneDesk – Getting Started: Custom Fields OneDesk – Getting Started: Customer Management OneDesk – Getting Started: Customer Surveys OneDesk – Getting Started: Email Appearance Customization OneDesk – Getting Started: Email Management OneDesk – Getting Started: Email Templates OneDesk – Getting Started: Email Tracking OneDesk – Getting Started: HelpDesk OneDesk – Getting Started: Integrations OneDesk – Getting Started: Item Creation & Configuration OneDesk – Getting Started: Linking Items OneDesk – Getting Started: Live Chat Support OneDesk – Getting Started: Macros OneDesk – Getting Started: Merging Items OneDesk – Getting Started: Messaging Center OneDesk – Getting Started: OneDesk Messenger OneDesk – Getting Started: Project Agile Management OneDesk – Getting Started: Project Management OneDesk – Getting Started: Project Portfolio Management OneDesk – Getting Started: Reporting OneDesk – Getting Started: Scheduling OneDesk – Getting Started: Sharing with Users & Teams OneDesk – Getting Started: Subtasks OneDesk – Getting Started: Task Dependencies OneDesk – Getting Started: Task Prioritization, Scoring & Planning OneDesk – Getting Started: Teams OneDesk – Getting Started: Tracking Performance OneDesk – Getting Started: Users & Customers OneDesk – Getting Started: Webforms OneDesk – Getting Started: Work Structure & Organization OneDesk – Getting Started: Workflow Automations OneDesk – Integrate with Dropbox OneDesk – Integrate with FreshBooks OneDesk – Project Roles & User Permissions OneDesk – Saved Replies & Automating Replies OneDesk – Sharing with Customers & Customer Organizations OneDesk – Timesheets & Timesheet Automation OneDesk – Views Management OneDesk -Getting Started: Auto-Routing OneDesk | HelpDesk and Project Management Software OneDesk for Consulting & Professional Services OneDesk for Consulting and Professional Services OneDesk for Creative and Design Firms OneDesk for Design & Creative Industries OneDesk for Engineering Firms OneDesk for Engineering Firms OneDesk for Financial Services Companies OneDesk for Financial Services Organizations OneDesk for IT Companies & Departments OneDesk for IT Departments OneDesk for IT Firms 20:03 OneDesk for Managed Service Providers (MSPs) OneDesk for Marketing & PR Firms OneDesk for Nonprofit Organizations OneDesk for Nonprofits OneDesk for Software Companies OneDesk for Software Companies OneDesk for VARs and Systems Integrators Project Configuration Options Service Level Agreements (SLAs) Setting Up Your Web Widget Setting your Timezone, Date Format, and Currency Symbol 3:38 Sharings Project with Users and Teams in OneDesk Single Sign-On for Your Customer Apps Single Sign-On with OpenID Single Sign-On with SAML2 Software Integrations with Zapier Task Configuration Options Task Timers The Customer Applications The Email Notification Flow Ticket & Task Templates & Internal Forms Ticket Configuration Options Timesheet Configuration Options User Configuration Options Using Gantt Charts Webinar: Setup & Customize Your Automation Workflow What are Agile Points and How to Use Them What Do Customers See on the Portal? What’s the Difference Between Tickets and Tasks?
