Archiving is a great option If you want to clear your view of old or no longer used items without permanently deleting anything. You are able to archive tickets, tasks, or whole projects. How to archive Step 1: Click on the three dots beside the desired ticket/task/project. Step 2: Select Archive from the menu. If […]
The December 2021 release of OneDesk went live on December 17 2021 and includes a ton of new Features. New ‘Financials’ App (beta) OneDesk is introducing a new “Financials” app. This app is designed to help you plan and track your costs and income as you work on Projects and Tickets. There is a lot
Projects within OneDesk have a built-in buffer period between when you choose to delete them and when they are actually deleted. When you choose to delete a project, the item will be scheduled for deletion for 7 days. After 7 days have passed, the project will then be permanently removed. Deleting projects To delete a
Aside from your system (base) layouts, custom views allow you to display your data in unique, dynamic ways. Custom views are available in all the main OneDesk sections: tickets, tasks, projects, timesheets, customers, users, and analytics. You can easily view what you want in the way you want. You are also able to share your
OneDesk currently supports up to 14 languages (български, Dansk, Deutsch, English, Español, Français, Hrvatski, Italiano, Netherlands, Norsk Bokmål, Português, русский, Svenska, 中文) with the ability to select the preferred language separately at the company level, user (agent) level, or customer level. When choosing a new language, the change occurs to the OneDesk interface but not
In OneDesk, you are able to identify relationships between your work tasks. Some of those relationships can be identified as: Blockers: Indicates that one item cannot be worked on before another is completed.Duplicates: Indicates that the items duplicate each other.Related: Items that are related to others with no predefined meaning. These relationships are reciprocal, so
OneDesk allows you to export the data from the custom views you create. You can export data in the Flat or Tree views from the following applications: Remember when exporting, you are exporting your current view, including your custom views. For example, if you have added or removed columns, or applied filters, groupings, or searches,
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