This is part of an ongoing series where I go over the basic account configurations for different types of businesses. Some companies are very contract-driven and only perform work when customers are asking and paying for it. This article discusses the basic setup you should make to your OneDesk account if this describes your company. […]
This article is part of an ongoing series where I discuss how a particular customer in a specific industry uses OneDesk. With the rising popularity of cryptocurrency and blockchain, financial technologies are in high demand. Whether it’s peer-to-peer lending, robo-advisors, building a platform for a bank’s services, or just implementing a payment system, financial technology
This is part of an ongoing series where I go over the basic account configurations for different types of businesses. There are many different types of companies that use OneDesk to support their customers or end-users. For each business model there are a few different configuration changes you will want to make to your OneDesk
Setting up your OneDesk to support multiple products or services More
This article is part of an ongoing series where I discuss how a particular customer in a specific industry uses OneDesk. When we think about educational institutions, we often don’t consider all of the processes and machinations needed to keep that system running across all of the different faculties and departments. As competitive as it
How a major college uses OneDesk to manage ticketing for multiple internal departments More
This article is part of an ongoing series where I discuss how a particular customer in a specific industry uses OneDesk. As our lives get progressively more and more entrenched in cyberspace, we see the rise of cyber security firms intent on looking out for our online well-being. These companies can be based anywhere in
Updated: Aug ’22 A key aspect of both helpdesk and project management for many of our users, is the ability to capture the time spent on various activities. Users want to record the time their team spends on tickets and tasks for a variety of reasons including: Billing their customers for the time spent on
If you want to lock down your OneDesk account to limit what your users can see and do in OneDesk, there are a few things to consider: Projects – The Unit of Sharing The mechanism to prevent your users from seeing specific data within your account is a straightforward one. If you don’t want a
This article is part of an ongoing series where I discuss how a particular customer in a specific industry uses OneDesk. For many companies, it can be tough building tools that are tailored to meet their specific needs. Without an in-house development team, these companies turn to external teams and companies for solutions. Filling this
How one software services company uses OneDesk to cover their business workflow More
There are a lot of features in OneDesk that can really make your life easier. In an earlier post I talked about how workflow automations can automatically perform actions when certain conditions are met. In this article I want to cover the Bulk Edit and Macros features. I will show you how they let you
We have just released a big update to our mobile app. It is available for both iOS and Android. For those of you who are already using it, it should be automatically pushed out to your devices. For the rest of our users, we recommend you check it out. The OneDesk mobile app is