Teams | Collaboration | Customer Service | Project Management

OneDesk

OneDesk - Getting Started: Auto-Triage Customer Requests

OneDesk helps you to auto-triage incoming customer requests. 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.

Task Dependencies: Predecessor & Successor

You can establish task dependencies with successor and predecessor links. Dependencies define relationships among tasks that determine their order. Predecessors identify tasks that must be completed before their successor task can be started. Using predecessor and successor relationships can help you improve project scheduling and allows you to determine how to shorten the critical path of the projects you are working on.

How a Business Intelligence Firm uses OneDesk to manage internal requests from multiple subsidiaries

Services and requests are two concepts that go closely hand in hand. Even for internal requests, once a service is requested, there is a certain level of agreement that must happen between the two parties involved. This is often handled via terms and contracts, but these can be easy to mismanage or lose sight of. In most software used for managing work, these aspects are not captured or part of the workflow.

OneDesk - Getting Started: Analytics

OneDesk offers a dedicated Analytics app that allows you to monitor data about your 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: Project Roles & Permissions

In OneDesk, you share data with users at the project-level, allowing you to control which users get access to what projects and what roles they will have inside that project. 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: Customer Organizations

In OneDesk, your customers are grouped into customer organizations. Customer Organizations represent the companies that your customers belong to. 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: Teams

OneDesk lets you organize your internal users into Teams, allowing you to share projects with one or more teams of users at once or communicating with a whole team. 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: Integrations

You can integrate OneDesk’s helpdesk and project management software with many popular web applications, allowing you to centralize and optimize your work. 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: Customer Apps

OneDesk gives you several customer-facing applications that you can put on your website, giving your customers different ways to communicate with 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.