How a Creative & Design SaaS Company uses OneDesk to optimize their workflow

Having a multi-talented, cross-functional team is often seen as an ideal team composition, opening up many different opportunities for work and services that a company can offer. However, that doesn’t mean that there are no challenges presented by this situation. … Continue Reading

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

How a Wire Manufacturer uses OneDesk to capture requests and manage projects

A lot of companies, and their underlying departments, face growing pains as they build on their success and establish themselves as true organizations. As product offerings and capabilities expand, departments and teams start to field wider ranges of requests for … 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 an Internal Marketing Team uses OneDesk to serve 48 Hearing Clinics

When a company first starts out, the team is often cross-functional in its nature. This overlapping of responsibilities allows a company to be scrappy and grow quickly without too much overhead. Over time and through this period of growth, companies … Continue Reading

What’s New in OneDesk – Feb 2021

On Saturday Feb 27th, OneDesk released the February 2021 update to OneDesk with many new features and improvements. Customize the creation form for each type of item Now you can customize the internal creation form for every item type. 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