Teams | Collaboration | Customer Service | Project Management

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.

OneDesk - Webinar - Getting Started

A complete introduction to the major features 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 - Creating and Using Custom Chart Dashboards

In OneDesk, you can view charts to keep track of performance indicators. Create custom chart dashboards to customize what performance indicators are visible for your specific use-case. 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 - Create Custom Fields and Condition Fields on Tickets and Tasks

OneDesk combines Help Desk & Project Management software into a single application. Learn how to create a custom field for tickets with OneDesk's custom field editor, as well as how to add a condition field which only shows up for certain responses in this instructional video. 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 - Exporting your Views and Custom Layouts

OneDesk combines Help Desk & Project Management software into a single application. Learn how to export your view layouts from inside OneDesk into CSV files for easy analysis and manipulation of data in this instructional video. 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 - Creating Timesheets and Automations for Timesheets

OneDesk combines Help Desk & Project Management software into a single application. Learn how to create timesheets in OneDesk and how to run automations on your timesheets in this instructional video. 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 - Creating & Sharing Work Views

Learn how to organize and view your data with custom work views and share them within your organization. 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 - Views Management

Learn how to configure and manage your work views panel, including reordering or renaming system views, setting default views and sharing custom views. 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 - Messaging Centre and Automated Messages

The OneDesk messaging centre is where you can go to view your automated messages and edit what they say, enable/disable messages, view attached automations, and more. Learn the various features of the messaging centre in this video. 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.