OneDesk

Montreal, Canada
2010
Jun 15, 2022   |  By Erin Richardson
More and more teams are choosing to opt for working remotely. While remote work has many benefits, there are also challenges. One of the biggest challenges is facilitating team collaboration. While video calls and meetings can help, it is important for your team to know dynamically what others are working on or how they are progressing on tasks. Similarly, no matter where you are, monitoring and managing customer requests and responding efficiently is crucial.
Jun 9, 2022   |  By Erin Richardson
There are a number of project management solutions on the market today designed to help a company streamline their services. Tools like interactive Gantt charts, task assignment and team collaboration improve the planning and implementation process. However, no matter what kind of business you are a part of, you deal with clients or customers. For the most part, project management tools help you manage projects internally but lack the ability to engage or communicate with clients.
May 10, 2022   |  By Erin Richardson
Along with the Knowledgebase and Messenger, the Tickets and Tasks portals are available as new mobile-friendly web applications. The standard Customer Portal is also still available. These new Ticket/Task Portals allow customers to view, update, discuss, and log timesheets on submitted tickets/tasks. On desktop/laptops the Tickets/Tasks Portal are also available on the widget or can be accessed via a link like other customer applications.
May 3, 2022   |  By Collin Downs
OneDesk offers two pop-up widgets to choose from when embedding the OneDesk customer applications onto your website – the OneDesk Customer Widget, and the new OneDesk Widget (Beta). These widgets serve similar functions, yet there are circumstances where you may prefer to embed one onto your website over the other.
May 2, 2022   |  By Erin Richardson
OneDesk is flexible and customizable helpdesk and project management tool, allowing for custom fields and lifecycle statuses. In this way, OneDesk can be utilized to fit many different teams and workflows. The following article discusses a helpful feature of OneDesk called ‘validation on status change.’ This feature helps your team make less errors when working on tickets or tasks by prompting them to complete actions before changing a lifecycle status.
Apr 27, 2022   |  By Collin Downs
The Mobile-Friendly OneDesk (MFOD, beta) contains a Ticket Portal and Task Portal for your customers to view their submitted items. Customers can submit new tickets and tasks directly to you using this portal, as well as participate in conversations inside their items.
Apr 22, 2022   |  By Collin Downs
The OneDesk April 2022 update went live on April 22nd, 2022 and brings many new features, including a total revamp of the Mobile Friendly OneDesk (MFOD), macros on timesheets, and more.
Mar 29, 2022   |  By Erin Richardson
KPIs or Key Performance Indicators, are measurements that determine how well your organization is meeting its goals and objectives. KPIs are crucial to making data-driven decisions for your business. KPI dashboards provide a single screen of useful charts and graphs to easily measure your progress and performance. As such, when determining what KPI charts to use, consider your industry focus, project planning methodology, and business goals.
Mar 23, 2022   |  By Collin Downs
Whether the end-users you serve are from within your company, or whether they are external clients, OneDesk will work for you. However, you will need to configure OneDesk in slightly different ways to achieve the best workflow. This article will tell you what quick settings to make to fine-tune your setup for serving internal vs. external end-users.
Mar 8, 2022   |  By Collin Downs
The analytics dashboard in OneDesk can be used to quickly view performance indicators and relevant charts for your organization. This dashboard can be configured to easily show the charts and date ranges which are most relevant to you and your business.
Jun 22, 2022   |  By OneDesk
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.
Jun 17, 2022   |  By OneDesk
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.
Jun 10, 2022   |  By OneDesk
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.
Jun 9, 2022   |  By OneDesk
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.
Jun 7, 2022   |  By OneDesk
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.
May 4, 2022   |  By OneDesk
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.
Mar 9, 2022   |  By OneDesk
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.
Mar 1, 2022   |  By OneDesk
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.
Feb 25, 2022   |  By OneDesk
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.
Feb 24, 2022   |  By OneDesk
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.

Helpdesk, Project and Task Management, Product Management, Ideas Management, Release Roadmaps, etc. are all included in OneDesk.

We handle interactions between team members and with customers through email, the customer portal and other channels. In a nutshell, we provide a solution to manage products and projects, release them, support them, and gather feedback from customers.

OneDesk for Project Management provides online team collaboration and project tracking:

  • Plan your projects: Plan out the work, cost, assignments and schedule.
  • Discussions & team collaboration: Discuss tasks & issues with your team and customers.
  • Time Tracking: Capture hours worked using timesheets or work timers.
  • Track tasks and issues together: Plan and track all work together in a consolidated view.
  • Gantt Charts: Schedule your tasks and projects on a timeline.
  • Reporting: Generate and export the reports you need.

The OneDesk Helpdesk allows you to easily connect with, and support your customers. With OneDesk you can capture, respond to, and manage support tickets, ideas, service-requests and other customer interactions:

  • Help Desk: Built-in ticketing software helps you provide stellar customer service and support.
  • Customer web portal: Engage with your customers on your website and let them report issues, suggest ideas, and get answers.
  • Feedback management: Manage and analyse customer feedback to ensure nothing slips through the cracks.
  • Email integration: Capture tickets and discussions by email. Get notified of new comments or status updates.