Teams | Collaboration | Customer Service | Project Management

OneDesk - Importing Users

Learn how to import user information into 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 - Importing Tickets or Tasks

Learn how to import existing tickets or tasks into 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 - Recovering Deleted Tickets and Tasks

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. OneDesk combines Help Desk & Project Management software into a single application.

OneDesk - Project Discoverability Settings

Projects in OneDesk can be set to be private or to be discoverable by other users in your organization. Administrator accounts can see all projects regardless of their privacy settings. Learn how to change a project's discoverability in OneDesk 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.

OneDesk - Create a Custom Chart Dashboard

Learn how to create a custom dashboard of charts in your analytics 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 - Convert a Customer to a User

Learn about Customers and Users in OneDesk and how to convert a Customer to a User. 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 - Recovering Deleted Projects

When you choose to delete a project in OneDesk, it will be archived and scheduled for deletion after 7 days. Any time during this 7 day span, you can choose to un-delete the project. Learn how to schedule and un-schedule a project for deletion, as well as how to view archived items in OneDesk. OneDesk combines Help Desk & Project Management software into a single application.

OneDesk - Widget Configuration

Learn how to embed and modify the customer-facing widget. 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 and Modify Email Templates

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 Items Automatically with Workflow 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.