Teams | Collaboration | Customer Service | Project Management

OneDesk

OneDesk - Getting Started: Work Structure & Organization

OneDesk enables you to structure and organize your work with projects, portfolios, folders, and views. 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-Routing

OneDesk lets you create auto-routing rules to save you time. Use auto-routing to get your tickets and tasks to the right team member or into the right 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: Reporting

OneDesk lets you create, save, and schedule custom reports about your work information in OneDesk. Use report creation to get updates about the information you care about sent directly to your inbox. 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 Surveys

In OneDesk, you can gather customer feedback and satisfaction scores using customer satisfaction surveys. The scores you collect can be used to determine a customer support agent’s capability, helping team managers make decisions to improve their helpdesk services. 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: Custom Fields

OneDesk allows you to create custom fields that let you add additional properties to your tickets, tasks, timesheets, projects, users, customers, and customer organizations. 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.

How a MSP uses OneDesk to optimize their customer support

For managed service providers (MSP), customer support is absolutely core to their business. Where the various services provided may be the main customer-facing offering, without a supporting team to attend to client needs and answer questions, an MSP is sure to face challenges retaining clients. Empowering your customer support team only further serves your business, and one simple way to do that is by introducing a helpdesk and ticketing system.

New Features - June 2021 - Analytics

The June 2021 Release of OneDesk introduces a new App (in Beta) to centralize statistics about your tickets, tasks, and projects. We call this new app ‘Analytics’. Located under the ‘More Applications’ icon in the lower-left corner, the Analytics app brings together Reports and Activities, and introduces a new section called ‘Charts’. Here are some highlights of the new Charts app.

OneDesk - Getting Started: Subtasks

OneDesk lets you divide complex tickets and tasks into smaller, manageable subtasks. The created subtasks can be assigned individually and managed independently. 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: Macros

OneDesk lets you bulk edit tickets, tasks, and projects with macros. Create macros then save or share them with your team to use. Free up your time with the ability to take multiple actions at once. 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: Agent Management

Manage your team more effectively with OneDesk’s team management capabilities. Help your team increase productivity and provide a higher quality of service for your customers. 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.