Email Settings: Appearance

How to Change Email Appearance Under the Appearance tab in your OneDesk Email Settings, you are able to edit some visual aspects of your email messages. If you have completed the Getting Started Wizard in OneDesk, you would have already … Continue Reading

Notifications & Emails

OneDesk has built a sophisticated messaging system that ensures you never have to worry about where the recipient of your message is. Thanks to this powerful messaging system, you don’t need to be concerned if your recipient is using live … Continue Reading

Inserting Items

What is Inserting? OneDesk allows you to create items such as tickets and tasks by adding them manually. Usually, you will need to fill out the internal creation form for that given item. However, inserting an item allows you to … Continue Reading

Understanding Projects, Portfolios, Folders, & Items

OneDesk uses different naming conventions to refer to the things inside of OneDesk. There are a few main objects that OneDesk can contain: portfolios, folders, projects, and items. However, you can ONLY share projects and items, not portfolios and folders. … Continue Reading

Canned Responses

 Canned Responses in OneDesk There are multiple ways to set up and automate the sending of responses in OneDesk. Canned responses can assist in answering frequently-asked questions you receive from customers, addressing requests you get repeatedly, and more. This … Continue Reading

How to Use Macros

Macros allow you to take actions in bulk on items in OneDesk. This helps you to reduce the time you spend on repetitive tasks like updating multiple items one-by-one. How to Create & Save a Macro You can create a … Continue Reading

Understanding Subtasks

Subtasks are an item in OneDesk that represents the break-down of complicated tasks into smaller ones. They act similar to any other item and have the same functionality. When you create a subtask, you are creating a regular item. This … Continue Reading

Webforms: Creation, Customization & Embedding

What Are Webforms? Webforms are used to collect information from your customers and translate that information into items in OneDesk. Through webforms, you allow your customers to create different item types in the OneDesk application.  You are able to create … Continue Reading

Best Practice: Common Workflow Automations

OneDesk allows you to set workflow automations, which are a set of rules that take care of repetitive and time-consuming tasks. Setting workflow automations will allow your business to save time and money and to boost overall productivity. Automation Rules … Continue Reading

Filter Options

OneDesk gives you the ability to create custom views that can filter the information you see in your OneDesk application window, allowing you to view only what you need when you need it. The OneDesk view creation tool lets you … Continue Reading