Teams | Collaboration | Customer Service | Project Management

OneDesk

Preventing All Emails & Notifications

OneDesk provides the ability to send messages and emails through automations. Email templates can be set up to send emails to customers or users and can be helpful for updating everyone on progress or changes. There are also system emails, particularly important emails sent from your account and cannot be configured through automations. You can read an in-depth explanation of these emails and messages: Notifications & Emails. So why would you want to prevent all emails or notifications?

Using the Move to Folder Feature

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.”

To-the-Minute Scheduling on Tasks and Projects

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 Rollup Settings and the Subtask Tree View

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 - Project Roles and User Permissions

OneDesk has user-level permissions, as well as project and team roles. Learn about the different user permissions, and how to set user permissions. 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: Tickets Overview

An introduction of how to create and use tickets in OneDesk. Highlights the difference between tickets and tasks and how to use the ticket detail panel. 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: Tasks Overview

An overview of what tasks are for, how tasks are created, and the task detail panel. 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: Service Level Agreements

An overview of using and creating service level agreements (SLAs) 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.