Teams | Collaboration | Customer Service | Project Management

OneDesk

OneDesk - Getting Started: Financials

The Financials application allows you to plan, track, and monitor the finances surrounding your tickets, tasks, and projects. Learn the basics of the Financials application. 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.

Managing Work and Customer Support with Remote Work Software

More and more teams are choosing to opt for working remotely. While remote work has many benefits, there are also challenges. One of the biggest challenges is facilitating team collaboration. While video calls and meetings can help, it is important for your team to know dynamically what others are working on or how they are progressing on tasks. Similarly, no matter where you are, monitoring and managing customer requests and responding efficiently is crucial.

OneDesk - Integrating with Dropbox

Dropbox files to tickets and tasks tickets and tasks. With OneDesk and Dropbox, your cloud storage is directly integrated with your helpdesk and project management software. 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.

Adding Help Desk to your Project Management Workflow

There are a number of project management solutions on the market today designed to help a company streamline their services. Tools like interactive Gantt charts, task assignment and team collaboration improve the planning and implementation process. However, no matter what kind of business you are a part of, you deal with clients or customers. For the most part, project management tools help you manage projects internally but lack the ability to engage or communicate with clients.

OneDesk - Integrating with FreshBooks

OneDesk integrates with FreshBooks allowing you to invoice and bill for the work you perform on tickets and tasks. With OneDesk and FreshBooks, your accounting tool is directly integrated with your helpdesk and project management software. 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 - Webinar - Getting Started

A complete introduction to the major features 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.

The Tickets and Tasks Portals for Customers

Along with the Knowledgebase and Messenger, the Tickets and Tasks portals are available as new mobile-friendly web applications. The standard Customer Portal is also still available. These new Ticket/Task Portals allow customers to view, update, discuss, and log timesheets on submitted tickets/tasks. On desktop/laptops the Tickets/Tasks Portal are also available on the widget or can be accessed via a link like other customer applications.

OneDesk - Creating and Using Custom Chart Dashboards

In OneDesk, you can view charts to keep track of performance indicators. Create custom chart dashboards to customize what performance indicators are visible for your specific use-case. 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's Two Customer Service Pop-Up Widgets Explained

OneDesk offers two pop-up widgets to choose from when embedding the OneDesk customer applications onto your website – the OneDesk Customer Widget, and the new OneDesk Widget (Beta). These widgets serve similar functions, yet there are circumstances where you may prefer to embed one onto your website over the other.

Validation on Status Change (Prompt to Complete)

OneDesk is flexible and customizable helpdesk and project management tool, allowing for custom fields and lifecycle statuses. In this way, OneDesk can be utilized to fit many different teams and workflows. The following article discusses a helpful feature of OneDesk called ‘validation on status change.’ This feature helps your team make less errors when working on tickets or tasks by prompting them to complete actions before changing a lifecycle status.