Teams | Collaboration | Customer Service | Project Management

Views in OneDesk allow you to group and organize your data based on your specified criteria and within a variety of layouts and better overall plan and prioritize your work. For example, see a hierarchical view of unassigned tickets, assign tasks to users on a Kanban board, group projects by customer and much more. OneDesk’s robust customization options allow for a huge variety of possibilities to fit your company’s needs. Keep reading to learn more about managing views in OneDesk.

This update to OneDesk was released on February 18, 2022, and added several new features and enhancements.

If your company manages multiple services, brands, or a variety of departments each with different workflows, branding or websites, it is important to be sure your clients are receiving properly tailored support. On the other hand, you’ll want your agents to have centralized communication and a streamlined workflow to manage tickets and tasks, even across brands. Luckily, OneDesk’s robust customization options allow companies of all kinds to to set up their apps to best fit their needs.

Budget monitoring is a key aspect to successful project management. The new financials app in OneDesk allows you to easily estimate, forecast and monitor your company’s budget. Regardless of the size of your team, or how you bill your customers, the financials app offers flexibility to set costs and keep track of your company’s finances in real time.