Teams | Collaboration | Customer Service | Project Management

July 2021

Task Dependencies: Predecessor & Successor

You can establish task dependencies with successor and predecessor links. Dependencies define relationships among tasks that determine their order. Predecessors identify tasks that must be completed before their successor task can be started. Using predecessor and successor relationships can help you improve project scheduling and allows you to determine how to shorten the critical path of the projects you are working on.

How a Business Intelligence Firm uses OneDesk to manage internal requests from multiple subsidiaries

Services and requests are two concepts that go closely hand in hand. Even for internal requests, once a service is requested, there is a certain level of agreement that must happen between the two parties involved. This is often handled via terms and contracts, but these can be easy to mismanage or lose sight of. In most software used for managing work, these aspects are not captured or part of the workflow.

OneDesk - Getting Started: Project Roles & Permissions

In OneDesk, you share data with users at the project-level, allowing you to control which users get access to what projects and what roles they will have inside that project. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Customer Organizations

In OneDesk, your customers are grouped into customer organizations. Customer Organizations represent the companies that your customers belong to. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Teams

OneDesk lets you organize your internal users into Teams, allowing you to share projects with one or more teams of users at once or communicating with a whole team. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Analytics

OneDesk offers a dedicated Analytics app that allows you to monitor data about your OneDesk. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Integrations

You can integrate OneDesk’s helpdesk and project management software with many popular web applications, allowing you to centralize and optimize your work. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Customer Apps

OneDesk gives you several customer-facing applications that you can put on your website, giving your customers different ways to communicate with you. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Users & Customers

OneDesk allows you to better manage and communicate with your users and customers with many helpful features. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

How a Web Designer Agency uses OneDesk to centralise their work

Balancing all of a company’s various business needs can be difficult and often results in using a number of different solutions to get the job done. So often these days, a lot of software focuses on fulfilling one specific need, and doing it really well. While this is great in providing consumers with good quality services, it also results in complicated workflows that see users going between multiple products in order to complete a single project.

OneDesk - Getting Started: Automating OneDesk

OneDesk allows you to automate repetitive actions and tasks, saving you and your team valuable time and taking action even when you are offline. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Workflow Automations

OneDesk allows you to create and use workflow automations to help you reduce the time you spend doing repetitive tasks and to immediately take action, even when you are offline. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Automated Bot Responses

OneDesk lets you automatically respond to your customers using an automated bot. Your OneDesk bot’s appearance can be customized and can respond based on triggers you set. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Saved Replies

OneDesk lets you create, edit, and share saved replies, saving your team valuable time they would otherwise spend responding to repetitive questions and requests. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Workflow Automations

OneDesk allows you to create and use workflow automations to help you reduce the time you spend doing repetitive tasks and to immediately take action, even when you are offline. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Email Management

With OneDesk’s email management features, you are able to take control of your emails, email templates, and more. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Email Appearance Customization

In OneDesk, you have control over the appearance of your emails. You can customize the email header and signature, and set a color scheme that matches your company branding. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Email Tracking

OneDesk keeps a log of all emails that have been sent and received by your OneDesk in the last 72 hours. This allows you to have full transparency of your emails. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Messaging Center

In OneDesk’s Messaging Center, you can find and control all the emails and messages that are sent to your users and customers. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Email Templates

OneDesk lets you have full control over the emails sent out on your behalf. Whether it’s emails sent to your users or to your customers, you decide what emails get sent, to whom, and when. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.