The OneDesk Blog
Catch up on new features, tips on how to use OneDesk, and much more.
What’s New in OneDesk – Apr 2021
OneDesk has just released the April 2021 update to OneDesk with many new features and improvements. This update will go live on April 24, 2021. Customer Service Survey OneDesk introduces
How to Import Users & Customers
You can import users & customers into your OneDesk from .csv files. Before Importing There are a few things to know and/or do before importing users or customers. 1. Ensure
All About Customer Surveys
Customer Satisfaction surveys are emailed surveys sent out to a customer within 24 hours of their ticket being marked into a finished state. If more than one customer has requested
How a Healthcare MSP uses OneDesk to streamline its workflow
As a managed service provider (MSP), providing a high quality of service is tantamount to the success of the business. The range of services provided by an MSP includes providing
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
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
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
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
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,
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