Canned Responses in OneDesk There are multiple ways to set up and automate the sending of responses in OneDesk. Canned responses can assist in answering frequently-asked questions you receive from customers, addressing requests you get repeatedly, and more. This lets you declutter your helpdesk and saves you and your team time when it comes […]
When a company first starts out, the team is often cross-functional in its nature. This overlapping of responsibilities allows a company to be scrappy and grow quickly without too much overhead. Over time and through this period of growth, companies start to expand and develop more definition in terms of its different internal functions: sales,
How an Internal Marketing Team uses OneDesk to serve 48 Hearing Clinics More
On Saturday Feb 27th, OneDesk released the February 2021 update to OneDesk with many new features and improvements. Customize the creation form for each type of item Now you can customize the internal creation form for every item type. This means that you can have different forms for different types of tickets or different types
Macros allow you to take actions or make change in bulk on items in OneDesk. This helps you to reduce the time you spend on repetitive tasks such as updating multiple items one-by-one. How to create & save a Macro You can create a macro in the tickets, tasks, features, and items application. To create
ERP – or enterprise resource planning – is a term thrown around fairly often when discussing the operations of a business. The focus of ERP is to improve efficiency by seeking insight into where resources are allocated and improving how they are being utilized. To develop a full picture of where resourcing is currently, analysis
Subtasks are an item in OneDesk. Subtasks are full-featured tasks, meaning they have the same functionality as regular tasks. When you create a subtask, you are creating a regular task. This means that you can unlink it, delete it, assign it separately, move it to another project, or update its status. Subtasks appear similar and
Agencies are all about their clients and customers. Providing good service and support is the foundation of the experience of working with an agency. This puts pressure on the agencies to be on top of their work, no matter how many customers they have and how much work is being requested of them. At times,
How an ERP IT & Dev Agency uses OneDesk for its workflows More
What Are Webforms? Webforms are used to collect information from your customers and translate that information into tickets or tasks in OneDesk. Through webforms, you allow your customers to create different item types in the OneDesk application. You are able to create a webform for every item type (e.g. a ticket, a task, a bug,
The January 2021 release of OneDesk introduced the idea of subtasks to OneDesk. This article shows you how you can use subtasks as well as provides some details of how they work and different ways you can use them. What Are Subtasks For? Subtasks are tasks that represent the break-down of larger tasks into smaller
OneDesk allows you to set workflow automations, which are a set of rules that take care of repetitive and time-consuming tasks. Setting workflow automations will allow your business to save time and money and to boost overall productivity. Automation Rules Every workflow automation rule consists of the following 3 parts: Workflow Automation Examples Below are