This update to OneDesk was released on February 18, 2022, and added several new features and enhancements. New Features Conditional custom fields Now when you want to create internal forms on OneDesk you can make the visibility of custom fields dependent on the value of others. For example, you can display the custom field ‘Web […]
Occasionally you may fail to receive an email from OneDesk when you expect to receive one. In this circumstance, there are several possible reasons why the email could not be delivered or received – some more common than others. Let’s quickly go over some common reasons why emails may not be received from OneDesk, and
Why am I not Receiving Emails from OneDesk? Common Problems Explained More
OneDesk’s customizable customer portal is a useful tool for customers to see the items which they may be interested in, and the progress that is being made on them. Accessing the classic customer portal & visibility settings To access the settings for the customer portal within OneDesk, go to more applications -> administration -> customer
OneDesk’s reporting tool is a versatile way to present data relating to your business. There are many templates which exist by default in OneDesk, but if you have specific needs you can create and run your own custom reports. Accessing the reporting functionality To create your own report you will need to choose that option
The new Financials application was released with OneDesk’s December 2021 update and is currently in Beta. This application is for organizations who wish to handle finances surrounding their projects, tickets, and tasks within OneDesk. The Financials application can showcase features of your items such as planned and actual cost, work, forecast revenue/expenditure, and more. Additionally,
Depending on a user’s notification settings in OneDesk, they may receive a sound alert in response to a message being received. You can either mute this sound effect entirely or change when an alert is received by a specific user. Option 1: Changing your notification sound settings You can change sound notifications on a per-user
When a ticket/task is deleted, it is moved into the ‘Deleted Items’ project and becomes scheduled for deletion in 7 days. After 7 days have elapsed, the ticket is permanently removed from OneDesk. Any time within this period, you can restore the item that was scheduled for deletion without losing any information. The ‘deleted items’
In OneDesk you can trace your workflow automations through the activities application. This lets you see just what your automations are doing on a day-to-day basis, and helps you troubleshoot any issues that may arise. Accessing the activities application To access the activities application, select the “more applications” button the bottom-left of the OneDesk interface.
OneDesk’s workflow automations are a powerful tool, allowing for deeply customizable ways to streamline your workflow. One useful workflow automation is updating an item’s successors when the predecessor item’s lifecycle changes. In other words, this automation will start a task when another finishes. Note: For subtasks, you can configure subtask rollup without using workflow automations.
Automatically update a successor item when predecessor is marked complete More
Note: You can configure your subtask rollup options from your company preferences. It is not necessary to use workflow automations. OneDesk’s workflow automations are a powerful tool, allowing for deeply customizable ways to streamline your workflow. One useful process is the ability to update the lifecycle status of your tickets or tasks when subtasks within