Teams | Collaboration | Customer Service | Project Management

OneDesk

Example KPI Dashboards

KPIs or Key Performance Indicators, are measurements that determine how well your organization is meeting its goals and objectives. KPIs are crucial to making data-driven decisions for your business. KPI dashboards provide a single screen of useful charts and graphs to easily measure your progress and performance. As such, when determining what KPI charts to use, consider your industry focus, project planning methodology, and business goals.

Setting OneDesk Up for Serving Internal End-Users or External Customers

Whether the end-users you serve are from within your company, or whether they are external clients, OneDesk will work for you. However, you will need to configure OneDesk in slightly different ways to achieve the best workflow. This article will tell you what quick settings to make to fine-tune your setup for serving internal vs. external end-users.

OneDesk - Create Custom Fields and Condition Fields on Tickets and Tasks

OneDesk combines Help Desk & Project Management software into a single application. Learn how to create a custom field for tickets with OneDesk's custom field editor, as well as how to add a condition field which only shows up for certain responses in this instructional video. 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 - Exporting your Views and Custom Layouts

OneDesk combines Help Desk & Project Management software into a single application. Learn how to export your view layouts from inside OneDesk into CSV files for easy analysis and manipulation of data in this instructional video. 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 - Creating Timesheets and Automations for Timesheets

OneDesk combines Help Desk & Project Management software into a single application. Learn how to create timesheets in OneDesk and how to run automations on your timesheets in this instructional video. 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.