How to See Tickets and Tasks in One View

Transcript:

OneDesk gives you the ability to view tickets and tasks separately. However, if you want to see both in one view, the Items view can help you achieve that.

The Items view allows you to see your tickets and tasks together so you can manage both from one location. Let’s learn how to toggle on the Items view.

In the bottom left corner of your screen click the More Applications icon. From the list of applications, select Administration by clicking on the Cog icon. From the list of tabs, click the Applications button. In the top right of the Applications page, make sure the Show Hidden Applications is toggled on. You should see the items view at the top of the table. Click the toggle icon in the items row to turn it on.

Please note that you can re-name the Items view by double-clicking on items and entering the name you desire.

Now, click on the newly-added items icon in the top right to see the new view. And now you will see tasks and tickets from one view.

Scroll to Top