Teams | Collaboration | Customer Service | Project Management

OneDesk

How a school integrates OneDesk's customer widget into their learning management system

For small teams, using managed software solutions is an easy way to provide functionality without investing in resources to build it. However, managed solutions can also be restrictive when customizations are needed. It then becomes a burden trying to find other tools that will seamlessly integrate. In particular, content management systems (CMS) are streamlined to help companies create, manage, and deliver content, handling much of the scaffolding for users.

How an ERP Firm uses OneDesk to serve its customers

For an expanding enterprise resource planning (ERP) firm, providing quality service is of utmost importance. ERP covers a wide range of day-to-day business areas—from procurement to accounting and everything in between—so staying organized and on top of everything is the key to success. Bringing the management of these needs all into one tool makes it easy to find everything in one centralized spot. With this in mind, one ERP firm came to us with a few priority requirements.

How a Website Translation Company uses OneDesk for their sophisticated ticketing system and internal project management efforts

For companies that have very established workflows for their ticket and project management, it can be difficult finding the right software to properly reflect them. In certain instances where the workflows are a little less traditional, it can be even more of a challenge to ensure the right customizations are possible. When a translation company came to us with some specific use cases in mind, we knew that this would be a great test of OneDesk’s abilities.

OneDesk - Get Started: Archiving Tickets & Tasks

In OneDesk, you can archive tickets and tasks manually or with automation. 00:00 Archiving Manually1:48 Archiving Automatically 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: Linking Items

OneDesk lets you create links between tickets and tasks. 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: Task Dependencies

OneDesk lets you establish task dependencies with successor and predecessor links. 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: 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.