May 2020 – New Features in OneDesk

Here are the new features and enhancements for the May 2020 Release of OneDesk. This release was rolled out on May 12, 2020. Tabbed view for detail panels and item creation forms. Now you can open detail panels in new … Continue Reading

Managing Team Projects with OneDesk

What are Teams and how are they Organized? If you work in a team, OneDesk offers an easy way to manage and share projects amongst team members. While you can share projects with individuals, often it is faster and more … Continue Reading

Stepping through the OneDesk Quick-Setup Wizard

In OneDesk there are a large number of options that allow you to configure the software to behave in just the way you want it to. However, most of these options are non-critical and only need to be tweaked along … Continue Reading

All About Customer Organizations in OneDesk

In the most recent release of OneDesk we made big changes to Customer Organizations. Whereas prior to this release customer organizations were relatively simple groupings of customers, now they have become more sophisticated objects, with properties and features that will … Continue Reading

What’s new in the March 2020 release of OneDesk?

At OneDesk we continue to work hard to bring new features to the OneDesk platform. We have many more updates planned, so keep your suggestions coming. This post will give you an overview of the features of this new release, … Continue Reading

OneDesk January 2020 – New Integrations!

Welcome to the first release of OneDesk in the new decade! This update was rolled out on January 28 2020. This release could be called “The Integration Release” because that was the main focus this month. Integrations We built out … Continue Reading

How to embed the client portal on your website using an iFrame

OneDesk includes a variety of Customer apps which you can put on your website to better serve your customers. These apps include live chat, ticket forms, knowledge base, and a client-facing ticket portal. The easiest way to put them on … Continue Reading

All About Gantt Charts in OneDesk

What are Gantt charts? Gantt charts consist of horizontal bars that indicate a project’s schedule on a horizontal timeline. Each bar represents a task with the left end of the bar positioned at the start of the task, and the … Continue Reading

The Basics of Agile Project Management Using OneDesk

The principles of Agile project management took root in the software development and engineering fields. There are many different methodologies (such as Scrum or Kanban) on how to implement these processes, but agile does not have to be complicated and … Continue Reading

Creating custom dashboards in OneDesk

In OneDesk, dashboards are a type of ‘view’ which are displayed in the left panel and show you some useful charts and statistics about your data. You can create and save your own dashboard-views, just like you can create tree-views, … Continue Reading