Teams | Collaboration | Customer Service | Project Management

November 2021

Public library uses OneDesk to unify their helpdesk and multiple internal operations

When bringing an entire organization onto a singular helpdesk software, it can be difficult meeting the needs of all the different departments while also creating a setup that works for everyone. Especially when departments operate mostly separately from each other, but do need to work together sometimes, it raises concerns about permissions and workflows.

7 Best Practices To Reduce The Ticket Number And Waiting Time In Daily Help Desk Operations

A lot is on the linmer happiness is an effective company growth strategy that some of the biggest brands have deployed. Unfortunately, it’s also one of the biggest cruxes that have been many struggling organizations’ downfall. You think of a company like Apple, Starbucks, or Delta Airlines, and good customer service comes to mind. It’s not a coincidence that those companies are also some of the most prominent leaders in their respective industries.

OneDesk - Project Discoverability Settings

Projects in OneDesk can be set to be private or to be discoverable by other users in your organization. Administrator accounts can see all projects regardless of their privacy settings. Learn how to change a project's discoverability in OneDesk in this video. 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 - Create a Custom Chart Dashboard

Learn how to create a custom dashboard of charts in your analytics 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.

OneDesk - Convert a Customer to a User

Learn about Customers and Users in OneDesk and how to convert a Customer to a User. 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 - Recovering Deleted Projects

When you choose to delete a project in OneDesk, it will be archived and scheduled for deletion after 7 days. Any time during this 7 day span, you can choose to un-delete the project. Learn how to schedule and un-schedule a project for deletion, as well as how to view archived items in OneDesk. OneDesk combines Help Desk & Project Management software into a single application.

OneDesk - Widget Configuration

Learn how to embed and modify the customer-facing widget. 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.

Filtering tickets created via auto-forward

Tickets can be auto-forwarded from your support email to a OneDesk ticket creation email. When this happens, a ticket is captured in OneDesk containing the subject of the email, the email’s body, and any attachments in the email. Additionally, if the requester’s email address being captured does not yet exist as a customer record in OneDesk, they will be automatically added into the database.

OneDesk - Create and Modify Email Templates

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.

Best Practices for Creating Custom Views

Aside from the default layouts, custom views allow you to display your data in unique, dynamic ways. Custom views are available in all the main OneDesk sections: tickets, tasks, projects, timesheets, customers, users, and analytics. You can easily view what you want in the way you want. You are also able to share your favourite views with others on your team. To start creating custom views, click the My Views icon. Views consists of the following options: Layouts, Filters, and Groupings.

OneDesk - Create Items Automatically with Workflow 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.

Modify & Create Email Templates in OneDesk

OneDesk includes automated email templates to assist you in communicating with your users and customers. These email templates are completely customizable – you can edit the existing templates as you see fit, or create entirely new templates to suit your needs. Automations can then be applied to utilize your templates, allowing for a streamlined communication process for your organization.

OneDesk - Multi-Language Support

In OneDesk you can choose the interface language separately at the company, user, or customer level. 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.