You can create several timesheets at the same time in OneDesk, as well as apply automations to streamline common processes you encounter while you handle your timesheets. Learn how to create multiple timesheets and apply automations to them below.
Views in OneDesk allow you to group and organize your data based on your specified criteria and within a variety of layouts and better overall plan and prioritize your work. For example, see a hierarchical view of unassigned tickets, assign tasks to users on a Kanban board, group projects by customer and much more. OneDesk’s robust customization options allow for a huge variety of possibilities to fit your company’s needs. Keep reading to learn more about managing views in OneDesk.
This update to OneDesk was released on February 18, 2022, and added several new features and enhancements.
If your company manages multiple services, brands, or a variety of departments each with different workflows, branding or websites, it is important to be sure your clients are receiving properly tailored support. On the other hand, you’ll want your agents to have centralized communication and a streamlined workflow to manage tickets and tasks, even across brands. Luckily, OneDesk’s robust customization options allow companies of all kinds to to set up their apps to best fit their needs.
Budget monitoring is a key aspect to successful project management. The new financials app in OneDesk allows you to easily estimate, forecast and monitor your company’s budget. Regardless of the size of your team, or how you bill your customers, the financials app offers flexibility to set costs and keep track of your company’s finances in real time.
The new Financials application was released with OneDesk’s December 2021 update and is currently in Beta. This application is for organizations who wish to handle finances surrounding their projects, tickets, and tasks within OneDesk. The Financials application can showcase features of your items such as planned and actual cost, work, forecast revenue/expenditure, and more. Additionally, the Financials application supports cost and billing calculations.
Archiving is a great option If you want to clear your view of old or no longer used items without permanently deleting anything. You are able to archive tickets, tasks, or whole projects.
OneDesk’s reporting tool is a versatile way to present data relating to your business. There are many templates which exist by default in OneDesk, but if you have specific needs you can create and run your own custom reports.
Depending on a user’s notification settings in OneDesk, they may receive a sound alert in response to a message being received. You can either mute this sound effect entirely or change when an alert is received by a specific user.
When a ticket is chosen to be deleted in OneDesk, it is first removed from your view, archived, and then scheduled for deletion in 7 days. After 7 days have elapsed, the ticket is permanently removed from OneDesk. Any time within this period, you can restore the ticket that was scheduled for deletion back to its former status without losing any information.
