Teams | Collaboration | Customer Service | Project Management

Managing employee performance and behavior is essential for a productive and harmonious workplace. An employee write-up form is a key tool that helps employers document incidents, address misconduct, and ensure clarity in workplace expectations. Properly crafted, this form serves as a record that supports consistent and fair employee management while protecting the company from potential legal issues.

An emergency contact form is an essential document in every workplace, ensuring that in case of an emergency, employers can quickly reach the necessary individuals to support employees. Whether it’s a workplace accident, a sudden illness, or any other urgent situation, having up-to-date emergency contact information helps ensure the safety and well-being of employees. This article explores the importance of emergency contact forms and best practices for creating and maintaining them.

As a small business just starting out, you could have a sizeable budget for marketing and sales. But if you’re not retaining your customers, you see money out the door. The Harvard Business Review states that it’s five to 25x more expensive to acquire a new customer than to retain an existing one. Naturally, building a relationship with your customers takes center stage.

As consultants, managing your time is a core skill to have. You need to stay organized, productive and focused. After all, the consulting work is rarely straightforward. In a single day, you might be invoicing clients, recording billable hours, getting estimates, and more. With multiple projects, shifting priorities, and varying billing rates, your time is anything but predictable.

Workflows are a structured series of steps that take you from the beginning to the end of a process. Workflows show stakeholders what tasks are complete, when they get done, and who is responsible for them—increasing visibility and efficiency across teams. Learn the many benefits of workflows and how to start using them in your work today. The term workflow is ambiguous. For some, a workflow is a process—for others, it’s a way to organize information.

A marketing plan helps leaders clearly visualize marketing strategies across channels, so they can ensure every campaign drives pipeline and revenue. In this article you’ll learn eight steps to create a winning marketing plan that brings business-critical goals to life, with examples from word-class teams.

Client onboarding is highly underrated—a big mistake. After all, it is the first real experience your clients have with your business. The customer onboarding process is a systematic approach that sets the tone for your company-client relationship. Done well, it builds trust, reduces churn, and turns first-time customers into long-term advocates. But let’s face it: onboarding clients is never a linear process. That’s where smart client onboarding software comes into play.

As we enter 2025, the role of data in shaping organizational decisions has never been more significant. Among the most transformative developments is People Analytics, a method of leveraging data to enhance decision-making related to employees. Whether it’s improving recruitment processes, boosting employee engagement, or fostering better leadership, People Analytics has become a vital tool for businesses aiming to gain a competitive edge.

At OneDesk, we recognize that each of our customers has unique needs when it comes to managing their Projects. You might be thinking that the Helpdesk features are all you need, and wonder why you should bother with Projects. Here’s why: Projects serve as powerful containers that help you organize and share items effectively. They allow you to control visibility, ensuring that only the right users or customers can see the information they need.