The best way to know how well your customer service team is doing is… to ask your customers. One common way to get customer feedback is to send a follow-up survey or poll after each customer service interaction. While OneDesk … Read More
Author Archives: Derek
OneDesk now offers services to get you up and running.
OneDesk is generally a self-service product. This means that you can sign up for a trial account, play around with the software, ask a few questions and be up and running. We have worked hard to make this possible by … Read More
Modifying email content in OneDesk
Your OneDesk account will send out emails for a variety of reasons. This article explains the different types of email we send and how you can modify the content of these emails to better suit your needs. The email template: … Read More
How to create and use template projects in OneDesk
In many industries, it is very common to do similar projects over and over again with only a few differences each time. Over time these projects become more and more refined until they (hopefully) go off like clockwork. OneDesk supports … Read More
Working with task links, relationships and constraints
One great feature in OneDesk is the ability for it to automatically calculate the schedule for your tasks. OneDesk does this by using the critical path method (CPM). This article explains how OneDesk calculates a task’s schedule. Scheduling links between … Read More
OneDesk – The January 2019 Release
We are working on major new features for OneDesk, but in the meantime, we have been releasing a series of minor updates. The main goals of these updates are to add minor usability improvements, small features, and of course fix … Read More
Setting up OneDesk to work with customers on projects.
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 … Read More
Setting up your OneDesk to support multiple products or services
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 … Read More
How to log your work using Timesheets in OneDesk
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 … Read More
User Access Controls and Permissions in OneDesk
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 … Read More