Video Description
Updated Video Transcript: To add customers to your OneDesk account, simply select the ‘customers’ application found in the left bar. Here you’ll see a list of your customers organized by the customers’ organizations. To add new customers, click ‘add > Customer’, and complete the form. What’s required is an email address. You can also choose […]
Updated Video Transcript: Creating new items in OneDesk is very easy. To create a new item, just click the arrow next to the ‘Add’ button and select what you’d like to create. For example, let’s create a ticket. When you create a ticket, a pop up will show up and you just need to complete
Transcript: OneDesk lets you export your data at any time using the ‘export this view’ feature. Here, for example, I’m looking at my tickets grouped by priority. I’ve turned on certain columns with certain properties I’m interested in. I’ve filtered it down just to show the ones I’m interested in and I’ve grouped them by
Transcript: I’m going to show you how to import existing tickets/tasks into your OneDesk. Before importing, note, In many cases it is not even necessary to import your old tickets and customers. Unless they are being actively worked on, as this can serve to clutter your new account. Remember OneDesk will create new tickets and
Updated Video Transcript: In OneDesk you create and manage your users in the Users application, which is found by clicking on the user icon in the left bar. This will display a list of your users organized by their teams. To view the details of a user, simply click the Actions icon next to them,
Updated Video Transcript: OneDesk lets you generate custom reports. To do that, click add report, and this will open a pop up with the list of report templates. And at the bottom previously generated reports. To create a new template, click new template and fill out this form. Choose the application you wanted to be
Updated Video 1 – Sharing with Users Updated Video 2 – Sharing with Customers Transcript: To collaborate with other users, or even customers, you’ll need to share your projects. As you know, projects contain Tickets and Tasks. To share those projects, there are a few ways, but the easiest way is just to select the
Updated Video Transcript: When it’s time to record the work you’ve done on a task or ticket, you can create a time sheet or start/stop a work timer. First, make sure the details of the task or ticket are showing. If you have enough room, you can dock those details on the right. Here you’ll
Updated Video Transcript: In OneDesk, you can organize your items, such as tickets and tasks into project. To see your list of projects, click the projects icon found here. This list of projects will show you your projects in your company and grouped into portfolios. For example, here’s my company name, and I have some
Updated Video Transcript: This video is going to cover how to use OneDesk to do Agile Project Management. As you can see, I’m in my ‘Projects’ Application, which shows my projects list. Now, I’ve created a pretty simple project structure here. – I have my ‘organization’. – I have a ‘backlog’ project, which contains all