Erin Richardson

New in OneDesk July 2022

OneDesk’s latest update is live and includes the following features and enhancements. Finer scheduling – Schedule to-the minute Now in OneDesk it is possible to specify the planned schedule (planned start and finish dates) for a ticket/task or project to the minute. This means that you can schedule work not just on a particular day, […]

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Adding Help Desk to your Project Management Workflow

There are a number of project management solutions on the market today designed to help a company streamline their services. Tools like interactive Gantt charts, task assignment and team collaboration improve the planning and implementation process.  However, no matter what kind of business you are a part of, you deal with clients or customers. For

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Mobile OneDesk: User Experience & Settings

OneDesk offers two mobile options for users. First is the iOS/Android apps available for download on each respective app store. Second, the mobile-friendly web browser-based application (referred to as Mobile-Friendly OneDesk or MFOD), which is accessible by logging in from a mobile browser. For information on the customer’s mobile experience please refer to: Mobile Customer

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Validation on Status Change (Prompt to Complete)

OneDesk is flexible and customizable helpdesk and project management tool, allowing for custom fields and lifecycle statuses. In this way, OneDesk can be utilized to fit many different teams and workflows. The following article discusses a helpful feature of OneDesk called ‘validation on status change.’ This feature helps your team make less errors when working

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Example KPI Dashboards

Components of a KPI dashboard KPIs or Key Performance Indicators, are measurements that determine how well your organization is meeting its goals and objectives. KPIs are crucial to making data-driven decisions for your business.  KPI dashboards provide a single screen of useful charts and graphs to easily measure your progress and performance. As such, when

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Multiple Services on a Single OneDesk Account

If your company manages multiple services, brands, or a variety of departments each with different workflows, branding or websites, it is important to be sure your clients are receiving properly tailored support. On the other hand, you’ll want your agents to have centralized communication and a streamlined workflow to manage tickets and tasks, even across

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