What's New? OneDesk Release December 2022
OneDesk’s latest release is here! The December new features and enhancements.
Teams | Collaboration | Customer Service | Project Management
Collaborating To Help Teams Work Better In The Modern Workplace
OneDesk - Sharing with Customers
Why share a project? What and how do customers see information? Learn how to add a customer to a ticket or task and share projects with a customer. 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 -About Customers & Customer Organizations
Learn about creating and managing customers, how to organize customers into organizations, and how configure the customer 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.
Organize / Separate Tickets for Multiple Departments
It is a common use case for multiple departments in an organization to want to work in a single OneDesk account, yet do not want to see the other departments’ tickets. For instance, the IT department and HR department may not want to see each other’s tickets either for privacy reasons or because they do not want to be bogged down by irrelevant work items. OneDesk has flexible tools to organize tickets as well as automatically route tickets to the right agents.
Top Help Desk Automation Ideas
Automations are rules you can set-up in your help desk system which perform actions on behalf of your team. Help desk automations are a necessary feature of a help desk system. They cut down on work, allowing your employees to focus on achieving more meaningful goals. Automations in OneDesk are particularly powerful, as they provide a method to manage moving parts, enable organization, and create an optimized workflow.
OneDesk - Availability & Resource Management
Learn how to set working hours, manage workload and resources 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.
A Guide to Workload Management in OneDesk
Workload management involves getting a clear picture of who is available and when, in order to utilize your team’s full capacity and exceed goals. In OneDesk there are multiple ways to manage your team’s workload. You can determine how many tasks are assigned to someone, how much time they have available in a given period, the actual time or progress logged to work, and more.
OneDesk - Ticket & Task Templates & Internal Forms
Learn how to create and configure multiple internal forms to create new tickets or tasks. Each form can have defaults values enabling you to configure templates for quick creation. 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.
About User Availability in OneDesk
In OneDesk, your resource management tools, such as the workload view, make use of the user’s availability. User availability is calculated based on their working hours and the amount of work assigned to them. The user calendar is a view that is available for each user of your organization. The user calendar allows you to set a user’s individual working hours, create vacation events, and view an individual’s planned and actual work.
Using the Workload View
Workload view is a ‘system view’ available in the Tasks and Tickets applications. The workload view is a resource availability tool to help you visualize the work each team member is assigned to during a selected time period.