Teams | Collaboration | Customer Service | Project Management

May 2022

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.