Teams | Collaboration | Customer Service | Project 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.

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.

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.

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.

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.

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.

Learn how to access and understand the Gantt layout in OneDesk, as well as the smart scheduling tool, 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.

Learn about archiving your tickets, tasks and projects in OneDesk 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.