Teams | Collaboration | Customer Service | Project Management

OneDesk

A Guide to Workload Management in OneDesk

Workload management involves getting a clear picture of who is available and when, in order to utilize your team’s full capacity and exceed goals. In OneDesk there are multiple ways to manage your team’s workload. You can determine how many tasks are assigned to someone, how much time they have available in a given period, the actual time or progress logged to work, and more.

OneDesk - Ticket & Task Templates & Internal Forms

Learn how to create and configure multiple internal forms to create new tickets or tasks. Each form can have defaults values enabling you to configure templates for quick creation. 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.

About User Availability in OneDesk

In OneDesk, your resource management tools, such as the workload view, make use of the user’s availability. User availability is calculated based on their working hours and the amount of work assigned to them. The user calendar is a view that is available for each user of your organization. The user calendar allows you to set a user’s individual working hours, create vacation events, and view an individual’s planned and actual work.

Benefits of Time Tracking with OneDesk

Time tracking refers to how businesses record time spent on work tasks and projects. Utilizing time tracking enables businesses to track progress on tasks, monitor productivity, and accurately compensate employees or bill clients. Commonly, businesses use work management software in order to fulfill their time tracking needs.

Adding the Customer Apps to your Website

OneDesk includes multiple customer-facing apps that you can use to enable communication with your customers. The apps include the web widget, messenger, portal, knowledgebase and webforms. Each app provides channels for customers, clients, or end-users to receive support or collaborate with your team. The web widget is an icon displayed on your site which allows easy access to the other apps. The messenger is a live chat application between your agents and customers.

OneDesk - Webinar: Setup & Configure Your Automation Workflow

A webinar explaining the different automations in OneDesk. Differences between automated messages, email templates, and automated workflows. Explains some of the default automations, how to edit and create new automations. 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: Mobile App | Mobile Help Desk & Task Management

Log tickets & tasks, update progress, reply to customers, and collaborate with your team with the mobile OneDesk app. This video covers the basics of using the mobile app. 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.

The Right Help Desk for Small Business

Looking for the right help desk software for your small business? Small business help desk software is designed to meet the service needs of small teams. The right solution allows your team to centralize your support channels, organize tickets, prioritize issues, and overall delight your customers. This article covers some considerations to make when choosing a help desk solution and why OneDesk fits the needs of your small business.