Video Description
Transcript: In OneDesk, we support both the traditional and Agile approaches to project management. Here are some of OneDesk’s features that are designed to help you manage your projects using the Agile methodology. Agile points are a quick estimation of effort. Each organization will have its own scale, but a 5-point scale is common. You […]
Transcript: In OneDesk, you can clone tasks and projects. This allows you to create templates that can be cloned to save time when creating recurring projects or tasks. To clone a task, navigate to the Tasks application. Make sure the task or tasks you wish to clone are selected. Then click on the Action Menu
Transcript: In OneDesk, you can schedule and reschedule your tasks by using Gantt charts, calendars, and more. In the tasks application, double-click on the ID number assigned to a task to open up the task detail panel. Here, click on the date set next to Planned Schedule and you’ll be able to allocate effort for
Transcript: OneDesk allows you to score, prioritize, and plan your tasks easily. All of this can be done from the task detail panel. To open up a task’s detail panel, double click on the ID number assigned to the task. Alternatively, you can select the task you’d like to view details about then click Tools
OneDesk – Getting Started: Task Prioritization, Scoring & Planning More
Transcript: In OneDesk, you can use Project Portfolio Management to organize your projects. You can place your projects under portfolios and place portfolios within portfolios, allowing you to add multiple levels of hierarchy within your organizational structure. You can also select to view the scope of a portfolio, allowing you to filter down to the
OneDesk – Getting Started: Project Portfolio Management More
Transcript With OneDesk’s Project Management features, you can optimize your team management, project management, and portfolio management. You can also plan and schedule projects, and more. You are able to create and save unique work views with Gantt Charts, Kanban boards, flat views, and other view and filter options. Easily manage your team, team roles,
Transcript: When it comes to customers, you can share an entire project, or you can share an individual item. Sharing with customers enables you to communicate or collaborate. Let’s head to the detail panel of a task and talk about how sharing an individual item works. Double click on the task. On the left side
OneDesk – Sharing with Customers & Customer Organizations More
Script: OneDesk lets you communicate with your users and teams in multiple ways to keep them updated about important information. Allow your team to stay connected while they’re on the go with the OneDesk mobile app, which sends push notifications on the mobile app to inform your team members about new assignments, conversations, and more.
OneDesk – Getting Started: Communicating With Users & Teams More
Transcript: In OneDesk, you don’t need to care about how a customer is getting your message, OneDesk takes care of that for you. Whether your customer is using the customer apps, email, or live chat, your messages get delivered to them with any attachments, images, or links included. When a customer emails you, you can
OneDesk – Getting Started: Communicating with Customers & Customer Organizations More
Transcript: OneDesk lets you track and monitor your workers’ performance and activities. Using Charts, you can view graphs and charts that show you your team’s work progress, level of support, and more. You can also add filters to your views or project-level select. With Scheduled Reports, you can create customized reports that, based on a