Teams | Collaboration | Customer Service | Project Management

Latest Videos

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.

OneDesk - Creating & Sharing Work Views

Learn how to organize and view your data with custom work views and share them within your organization. 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 - Views Management

Learn how to configure and manage your work views panel, including reordering or renaming system views, setting default views and sharing custom views. 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 - Messaging Centre and Automated Messages

The OneDesk messaging centre is where you can go to view your automated messages and edit what they say, enable/disable messages, view attached automations, and more. Learn the various features of the messaging centre 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 - Bot Responses and Settings

You can set up your company bot in OneDesk to have a different name, logo, and greeter display, as well as send out messaged automatically through workflow automations. Learn how to access and change these settings 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 - Getting Started with Automations

Workflow automations are a powerful tool inside OneDesk. Learn how to access automations for your tickets and tasks, as well as examples of what can be done with automations 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 - Auto Routing

Auto routing can be achieved easily and efficiently with OneDesk's workflow automations. Learn how to automatically assign incoming tickets by round-robin, as well as how to route tickets received from a specific customer 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 - Saved Replies and Automating Replies

Saved replies are a powerful tool available for your use in OneDesk. Learn how to create and use a saved reply, as well as how to attach saved replies to workflow automations 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.