OneDesk: Basic Concepts
A crib sheet on the core ideas in OneDesk.
The Things in OneDesk
(also known as “How your data is structured”)
To understand how OneDesk organizes your stuff, you only need to get a few concepts: Items, Containers, and Parent Containers.
- ITEMS – The basic things you are managing
These are the things you are managing and tracking, such as tasks, ideas, tickets, or requirements. They are classified under Helpdesk, Product management, and Project management. You can create the types you want.
- CONTAINERS – groups of ITEMS
These hold collections of items. They represent things like projects and releases, but you can create the types of containers you need. Inside containers your items can be placed in a folder structure to keep them organized.
- PARENT CONTAINERS – groups of CONTAINERS
These hold containers and represent things like portfolios or product hierarchies. Use them to organize related projects or releases together. You can nest “parent containers” to any depth, and a container can be in more than one parent container, so you can create very flexible structures.
Seeing what you want to see
(also known as: “How to navigate in OneDesk”)
OneDesk lets you access your items and containers in a few ways. To navigate with confidence you need to know about the Container selector, Views and Filters.
1. CONTAINER SELECTOR – The level of the container hierarchy you are looking at
When you’ve organized your items into containers, and your containers into a structure, you have a very flexible way of looking at your projects and products. The CONTAINER SELECTOR in the top left corner of your screen allows you to set the hierarchy-level you want to focus on. For example, if you set your scope to “The best portfolio!” you will see all the CONTAINERS and ITEMS inside that PARENT CONTAINER.
2. VIEWS – The categories of items, and how you want to display them.
Views reside in the left panel and shows a category of items. You can select “containers”, “items”, “feedback items”, “product items”, and “pmo items”. For example selecting “PMO items”, will show you your tasks, issues and other types of items in this category. Inside each view you can also select the layout, such as list, cards, calendar or roadmap.
3. FILTERS – Limit the items you see by virtually any criteria
Filters are found below the views in the left panel. OneDesk ships with some handy filters like “assigned to me” and “unassigned”, but you will want to create your own. Use the “create new filter” button, to define your filter and save it to re-use later.
CONTAINER SELECTOR, VIEWS, and FILTERS work together to give you fine-grained control over what you want to look at. You can also SEARCH inside a view by keyword or item ID.