In OneDesk, your items exist in a structured manner. You can have: Portfolios (and sub-portfolios), Projects, and Folders. That order is basically the hierarchy from top to bottom. In other words, folders exist in projects and projects inside of portfolios (though projects can be independent also). Check out our related articles for more details on work structure. In this article I want to talk about folders and a helpful feature called “move to folder.”
Scheduling is a key aspect of project management. Effective project management scheduling includes more than just setting the project due date. Rather, for effective planning, a project manager should ensure to define the task and project activities, estimate effort and duration, determine dependencies and monitor everything in real-time. OneDesk offers many options and helpful tools for scheduling and monitoring the progress of your tasks and projects.
Subtasks are a popular project management and helpdesk feature in OneDesk. Subtasks are great for breaking down complicated tasks into smaller ones. One stand-out aspect of subtasks in OneDesk is the fact that subtask are full-featured tasks. In many other project management applications, subtasks are ‘weak’ tasks with limited features. With OneDesk, subtasks have the same powerful functions of a regular task.
OneDesk’s latest update is live and includes the following features and enhancements.
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.
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.
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 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.
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.
The Mobile-Friendly OneDesk (MFOD, beta) contains a Ticket Portal and Task Portal for your customers to view their submitted items. Customers can submit new tickets and tasks directly to you using this portal, as well as participate in conversations inside their items.
