Teams | Collaboration | Customer Service | Project Management

Latest Videos

OneDesk - Webinar: Setup & Configure Your Automation Workflow

A webinar explaining the different automations in OneDesk. Differences between automated messages, email templates, and automated workflows. Explains some of the default automations, how to edit and create new automations. 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: Mobile App | Mobile Help Desk & Task Management

Log tickets & tasks, update progress, reply to customers, and collaborate with your team with the mobile OneDesk app. This video covers the basics of using the mobile app. 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 - In-Depth: Work Views & Custom Views

Work views help you visualize your information. Use custom views to filter, group, and display your tickets, tasks and other work items in a way that is best for 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 - Project Roles and User Permissions

OneDesk has user-level permissions, as well as project and team roles. Learn about the different user permissions, and how to set user permissions. 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: Tickets Overview

An introduction of how to create and use tickets in OneDesk. Highlights the difference between tickets and tasks and how to use the ticket detail panel. 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: Tasks Overview

An overview of what tasks are for, how tasks are created, and the task detail panel. 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: Service Level Agreements

An overview of using and creating service level agreements (SLAs) in 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: Financials

The Financials application allows you to plan, track, and monitor the finances surrounding your tickets, tasks, and projects. Learn the basics of the Financials application. 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 - Integrating with Dropbox

Dropbox files to tickets and tasks tickets and tasks. With OneDesk and Dropbox, your cloud storage is directly integrated with your helpdesk and project management software. 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 - Integrating with FreshBooks

OneDesk integrates with FreshBooks allowing you to invoice and bill for the work you perform on tickets and tasks. With OneDesk and FreshBooks, your accounting tool is directly integrated with your helpdesk and project management software. 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.