{"id":114941,"date":"2021-06-24T14:12:27","date_gmt":"2021-06-24T14:12:27","guid":{"rendered":"https:\/\/onedesk.com\/komma-igang\/steg-4-anpassa\/"},"modified":"2021-06-24T14:12:46","modified_gmt":"2021-06-24T14:12:46","slug":"steg-4-anpassa","status":"publish","type":"page","link":"https:\/\/onedesk.com\/sv\/steg-4-anpassa\/","title":{"rendered":"Steg 4 – Anpassa"},"content":{"rendered":"

Du vet hur du skapar projekt, placerar objekt i dem och \u00e4ndrar deras egenskaper n\u00e4r du arbetar med dem. Men det finns mycket under huven som du kan \u00e4ndra f\u00f6r att se till att OneDesk fungerar som du arbetar. <\/span><\/p>\n

F\u00f6r att g\u00f6ra dessa \u00e4ndringar \u00f6ppnar du administrationspanelen med kugghjulsikonen l\u00e4ngst ner till v\u00e4nster (men endast f\u00f6r administrat\u00f6rer i din organisation). <\/span><\/p>\n

    \n
  1. Anpassa dina ART-TYPER – <\/strong>
    \nOneDesk levereras med n\u00e5gra typer av objekt som redan \u00e4r aktiverade (som “biljetter” eller “uppgifter”), men om du beh\u00f6ver andra typer, inga problem! <\/em> Du kan ocks\u00e5 hantera varje artikeltyps namn, synlighet, status, ikon och mer.<\/span><\/li>\n
  2. Anpassa dina APPLIKATIONER – <\/strong>
    \nOneDesk kategoriserar objekt i flera “applikationer”. De inkluderar, biljetter, uppgifter och funktioner. Om du bara beh\u00f6ver 1 eller 2 av dessa kan du inaktivera de andra.<\/span><\/li>\n
  3. Anpassa dina INTEGRATIONER – <\/strong>
    \nOneDesk kan ansluta till andra applikationer, som Salesforce, Microsoft, Jira, Zapier och m\u00e5nga fler. Single-Sign-On (SSO) \u00e4r ocks\u00e5 tillg\u00e4ngligt.<\/span><\/span><\/li>\n
  4. L\u00e4gg till ANPASSADE F\u00c4LT – <\/strong>
    \nDu kan l\u00e4gga till anpassade egenskaper till objekt eller projekt och l\u00e4gga till dem som kolumner i rutn\u00e4tet. F\u00e4lttyper inkluderar datum, val, text, nummer och kostnad.<\/span><\/li>\n
  5. Anpassa FORM – <\/strong>
    \nN\u00e4r dina anv\u00e4ndare eller kunder skapar objekt kanske du vill be om att vissa informationsf\u00e4lt ska inkluderas. Du kan l\u00e4gga till (eller ta bort) egenskaper i formul\u00e4ret (inklusive anpassade f\u00e4lt), \u00e4ndra ordningen de visas i och om de kr\u00e4vs.<\/span><\/li>\n
  6. Anpassa dina e-postmeddelanden – <\/strong>
    \nOneDesk skickar ut e-postmeddelanden f\u00f6r att h\u00e5lla dina anv\u00e4ndare och kunder uppdaterade. Du kan \u00e4ndra inneh\u00e5llet i dessa e-postmeddelanden och hur de ser ut genom att l\u00e4gga till en rubrik, signatur och logotyp. OneDesk f\u00e5ngar e-postsvar f\u00f6r diskussionsmeddelanden, s\u00e5 att du ocks\u00e5 kan st\u00e4lla in visningsadresserna f\u00f6r svar och inget svar.<\/span><\/li>\n
  7. SERVICE LEVEL AGREEMENTS – <\/strong>
    \nDefiniera SLA-policyer f\u00f6r svar \/ v\u00e4nta \/ uppl\u00f6sningstider f\u00f6r olika biljettprioriteringar. Tilldela automatiskt nya biljetter till SLAs och meddela den tilldelade agenten n\u00e4r SLAs ska bryta.<\/span><\/li>\n<\/ol>\n

     <\/p>\n

     <\/p>\n

     <\/p>\n

    \n

    Anpassa dina kundappar<\/h2>\n<\/div>\n

    Dina OneDesk-kundappar \u00e4r din anslutning till dina kunder. <\/span>De tillg\u00e4ngliga kundapparna inkluderar Live Chat, Client Portal, Knowledgebase och Ticket Forms. Kundapparna kan vara s\u00e5 \u00f6ppna eller s\u00e5 begr\u00e4nsade som du beh\u00f6ver. Anv\u00e4nd administrationsalternativen f\u00f6r att st\u00e4lla in dina appar precis som du vill. Hitta dessa alternativ under Administrering> Kundappar<\/em><\/span><\/p>\n

      \n
    1. L\u00e4gga till och ta bort kundappar.<\/strong> Du kan v\u00e4lja vilka kundappar som ska visas p\u00e5 din webbplats genom att helt enkelt sl\u00e5 p\u00e5 eller av str\u00f6mbrytarna.<\/li>\n
    2. Utseende.<\/strong> Du kan \u00e4ndra utseendet p\u00e5 dina kundappar inklusive f\u00e4rg, logotyp, h\u00e4lsningsmeddelande, spr\u00e5k, filtreringsalternativ och mer.<\/li>\n
    3. Egenskaper.<\/strong> Du kan best\u00e4mma vilka biljettegenskaper som \u00e4r synliga f\u00f6r dina kunder p\u00e5 kundportalen och kunskapsbasen.<\/li>\n
    4. Publiceringsartiklar.<\/strong> I OneDesk visas objekt p\u00e5 portalen n\u00e4r de \u00e4r publiceras<\/em> . Varje artikel har en “publicerad” kryssruta i detaljpanelen och biljetter publiceras automatiskt till sina skapare som standard.<\/li>\n
    5. Vilka f\u00f6rem\u00e5l \u00e4r synliga.<\/strong> Du kan st\u00e4lla in regler f\u00f6r vilka artiklar en kund, anonym bes\u00f6kare eller inloggad kund kan se. Begr\u00e4nsa den till vissa f\u00f6rem\u00e5l, endast deras egna biljetter eller andra alternativ.<\/li>\n
    6. Biljettformul\u00e4r<\/strong> Du kan anpassa flera olika formul\u00e4r som dina kunder kan anv\u00e4nda f\u00f6r att skicka in biljetter, f\u00f6rfr\u00e5gningar och andra objekt. Du kan till och med l\u00e4gga till anpassade f\u00e4lt och markera vissa f\u00e4lt efter behov.<\/li>\n
    7. Kundregistrering.<\/strong> Som standard till\u00e5ter din OneDesk kundportal kunder att registrera sig sj\u00e4lva. Om du vill begr\u00e4nsa \u00e5tkomsten till portalen med “endast inbjudan” kan du ocks\u00e5 g\u00f6ra det. Du skickar iv\u00e4g inbjudningarna fr\u00e5n vyn “kunder”.<\/li>\n
    8. Inloggning Kr\u00e4vs?<\/strong> Vill du att n\u00e5gon som bes\u00f6ker din portal ska kunna se publicerade artiklar? Om inte, kan du kr\u00e4va att de \u00e4r inloggade innan du g\u00e5r \u00e5t objekten.<\/li>\n
    9. Begr\u00e4nsa objekt efter beg\u00e4ran.<\/strong> N\u00e4r en kund \u00e4r inloggad kanske du fortfarande inte vill att de ska se alla artiklar. Du kan begr\u00e4nsa vad de ser till endast publicerade artiklar som skapats: av dem sj\u00e4lva, av kunder i samma “kundorganisation” (en grupp kunder), av objekt i specifika projekt eller inte begr\u00e4nsade alls.<\/li>\n
    10. Vem kan skicka in objekt?<\/strong> Vill du ha anonym feedback p\u00e5 din portal? Om inte, kan du kr\u00e4va att kunder loggar in f\u00f6r att skicka artiklar.<\/li>\n
    11. S\u00e4tt dina kundappar p\u00e5 din webbplats.<\/strong> Det \u00e4r enkelt att l\u00e4gga till OneDesk kundportal p\u00e5 din webbplats. Klistra bara in ett litet javascript-utdrag f\u00f6re taggen f\u00f6r kroppsst\u00e4ngning “< \/kropp> “p\u00e5 de sidor du vill att den ska visas. Utdraget och instruktionerna finns under Administrering> Kundappar<\/em><\/li>\n<\/ol>\n

       <\/p>\n

       <\/p>\n

      Automatisera ditt arbetsfl\u00f6de<\/h2>\n

      OneDesk g\u00f6r ditt liv enklare genom att automatisera m\u00e5nga sm\u00e5 saker du kan beh\u00f6va g\u00f6ra manuellt. OneDesk har en kraftfull men l\u00e4ttanv\u00e4nd “automatiseringsmotor” inbyggd som kan uppdatera objekt, skicka meddelanden, tilldela anv\u00e4ndare och mycket mer. <\/span>Hitta dessa alternativ under Administrering> Applikationer> v\u00e4lj biljetter eller uppgifter ans\u00f6kan och st\u00e4lla in din arbetsfl\u00f6des automatisering<\/em><\/span><\/p>\n

      N\u00e4r n\u00e5got h\u00e4nder i OneDesk kanske du vill att en \u00e5tg\u00e4rd ska vidtas. Till exempel kanske du vill:<\/p>\n

        \n
      • Tilldela automatiskt alla nya biljetter som skickats in av en kund.<\/li>\n
      • Skicka ett tackmeddelande s\u00e5 att kunden f\u00e5r veta att du har f\u00e5tt det.<\/li>\n
      • L\u00e5t en kund veta att du har sl\u00e4ppt deras beg\u00e4rda funktion.<\/li>\n
      • P\u00e5minn en mottagare om kommande uppgifter.<\/li>\n
      • Uppdatera statusen f\u00f6r ett objekt som har 50% av sitt arbete slutf\u00f6rt.<\/li>\n
      • St\u00e4ng inaktiva biljetter automatiskt efter 30 dagar.<\/li>\n
      • Hundratals fler m\u00f6jligheter.<\/li>\n<\/ul>\n

        Hur man anv\u00e4nder det<\/strong><\/p>\n

        Vi levererar med n\u00e5gra redan byggda automatiseringar, men du kan \u00e4ndra dem eller skapa dina egna med n\u00e5gra f\u00e5 klick.<\/p>\n

          \n
        1. Under Administrering> Biljetter \/ uppgifter> Arbetsfl\u00f6desautomationer<\/em> , klicka p\u00e5 “Skapa automatisering av arbetsfl\u00f6de.”<\/li>\n
        2. Fyll i meningen som ber\u00e4ttar f\u00f6r OneDesk vilka \u00e4r de drabbade objekten, vilken f\u00f6r\u00e4ndring (trigger) du ska lyssna p\u00e5 och vilka \u00e5tg\u00e4rder som ska vidtas. Klicka p\u00e5 spara.<\/li>\n<\/ol>\n

          \"automations<\/p>\n

          Skapa s\u00e5 m\u00e5nga du beh\u00f6ver!<\/p>\n","protected":false},"excerpt":{"rendered":"

          Du vet hur du skapar projekt, placerar objekt i dem och \u00e4ndrar deras egenskaper n\u00e4r du arbetar med dem. Men det finns mycket under huven som du kan \u00e4ndra f\u00f6r att se till att OneDesk fungerar som du arbetar. F\u00f6r att g\u00f6ra dessa \u00e4ndringar \u00f6ppnar du administrationspanelen med kugghjulsikonen l\u00e4ngst ner till v\u00e4nster (men endast […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"tpgb_global_settings":"","inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-114941","page","type-page","status-publish","hentry"],"yoast_head":"\nSteg 4 - Anpassa - OneDesk<\/title>\n<meta name=\"description\" content=\"OneDesk \u00e4r helpdesk- och projekthanteringsprogramvara i en applikation. 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