Sabrin Yusef

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 bypass filling out the form and to insert items with the inline item insertion function.

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Understanding Projects, Portfolios, Folders, & Items

OneDesk has different objects to contain and organize information. The main objects that exist in OneDesk are: portfolios, folders, projects, and items. However, you can ONLY share projects and items, not portfolios and folders. Portfolios and folders create structure. Portfolios group projects while folders group items. Projects group folders and items together. Table of Contents

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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 lets you declutter your helpdesk and saves you and your team time when it comes

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How to Use Macros

Macros allow you to take actions or make change in bulk on items in OneDesk. This helps you to reduce the time you spend on repetitive tasks such as updating multiple items one-by-one. How to create & save a Macro You can create a macro in the tickets, tasks, features, and items application. To create

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