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00. Getting Started with OneDesk | Webinar
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
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 – 5 Minute Tour
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?
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