Tracing Workflow Automations
In OneDesk you can trace your workflow automations through the activities application. This lets you see just what your automations are doing on a day-to-day basis, and helps you troubleshoot any issues that may arise.
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OneDesk
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.
Automatically update parent state from subtask state
OneDesk’s workflow automations are a powerful tool, allowing for deeply customizable ways to streamline your workflow. One useful process is the ability to update the lifecycle status of your tickets or tasks when subtasks within them have their lifecycle status updated.
Automatically update a successor item when predecessor is marked complete
OneDesk’s workflow automations are a powerful tool, allowing for deeply customizable ways to streamline your workflow. Another useful workflow automation is updating an item’s successors when the predecessor item’s lifecycle changes.
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.
Widget Configuration
The widget provides a simple, one-off integration with your website. Once integrated, you can configure the widget from your OneDesk without any additional updates to your website. The widget gives customers access to several customer applications, displayed as tabs within the widget.
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.