Video Description
Transcript: OneDesk lets you keep track of performance indicators relevant to you with the Charts tab inside the Analytics application. In this tab, you can select from a variety of pre-made chart series, such as a current overview of your tickets, analysis of unsolved items, and more. Accessing and Using the Charts Dashboard […]
Creating, Using and Sharing Dashboards More
Updated Video Transcript: In OneDesk, you can add your users to teams. This is useful if you just want to organize your users, but it’s also useful to allow you to quickly add an entire team of users to a project or assign a team to an item. Here’s how you can manage and put
Creating and Managing Teams of Users More
Updated Video 1 Updated Video 2 Transcript: In OneDesk, during a conversation, you may wish to refer to another ticket, or task, or other item inside OneDesk. It’s easy to do this in your conversation. You just enter the pound or hash symbool. A menu will be presented where you can start typing, which will
Creating Links to Items in Conversations More
Updated Video Transcript: To configure OneDesk to work better in your region, you may want to set the time zone, date, format, and currency symbol. Here’s where you can do that. Under administration, select Company Prefs. On the company preferences page, you can set a variety of things. For localization, you can set the date
Setting your Timezone, Date Format, and Currency Symbol More
Updated Video Transcript: The customer apps widget is a widget you can put on your website that embeds your customer apps. You can see it by clicking your name and ‘preview customer apps’. This shows a sample website with the embedded customer apps widget which contains the different customer apps such as messenger, portal, submit,
Changing the Look and Feel of Your Customer Apps More
Updated Video Transcript: If I want to change the details of an item such as a ticket task or project, I just need to click here on ‘view item details’ and modify those properties. But it could be a real time saver if I could change many of them at once. Here’s how you do
Making Bulk Changes to Items More
Transcript: This video shows you how to enable single sign on for your OneDesk account for your users. Once you’ve been able to this, your users will be able to sign on to their OneDesk account using their identity provider credentials such as Active Directory. To do this, go to administration, select integrations and select
Single Sign-On with OpenID More
Updated Video Transcript: OneDesk comes with a variety of customer apps. You can see them by clicking your name > preview customer apps. This will show you the widget on a sample website with the customer apps embedded in the widget. They include the messenger, customer portal, web forms, and the knowledge base, but you
Creating Your Own Customer Apps More
Updated Video Transcript: In OneDesk, we put a lot of applications in the sidebar such as tickets, tasks, timesheets and so on. We also have some applications that we use in the customer apps which you can view by clicking ‘preview customer apps’. Here you can see that in the customer widget we have the
Updated Video Transcript: In OneDesk, there’s the concept of the ‘customer apps’, which are customer-facing applications that you can put on your website and expose to your customers. You could embed these customer apps on your website by embedding them in the customer apps widget. To see that widget, click your name and ‘preview customer
Adding the Customer Apps to Your Website More