The OneDesk Blog
Catch up on new features, tips on how to use OneDesk, and much more.
Creating custom dashboards in OneDesk
Note: This article is outdated. See Custom Analytics Dashboards In OneDesk, dashboards are a type of ‘view’ which are displayed in the left panel and show you some useful charts
All About Reports in OneDesk
OneDesk ships with some pre-set report templates included. These let you quickly generate reports on tickets, tasks, projects, timesheets, and invoices with just a few clicks. However OneDesk also includes
Direct messaging between users in OneDesk
In OneDesk, you can have conversations by adding messages to tickets and tasks. When you do this, the followers of those items will get your messages via an omni-channel messaging
How A Software Company uses the OneDesk Client Portal Software
The role of software in management cannot be overlooked. Software has found application in diverse management areas beyond naming, and the roles continue to expand with more recent development in
Changing the name and picture of your bot in OneDesk
In OneDesk the ‘bot’ represents the Automation Engine that can do things for you and make your life easier. If you’ve spent some time in OneDesk you’ve seen the bot
Auto-forwarding your email to OneDesk – using Gmail / Gsuite
Setting up an auto-forward using Gmail / Gsuite is straightforward. Here are instructions to set up an autoforward for Gmail / Gsuite. After this is done, you will be automatically
Auto-forwarding / redirecting your email to OneDesk, using Outlook
Setting up an auto-forward using Microsoft Outlook is easy. Here we provide the instructions for the web version of Outlook Web App / Office 365, as well as the desktop
Managing your users using teams in OneDesk
Update April 2020: We have added a whole lot of new features to Teams. Read more about what’s new about Teams. In OneDesk users can be added to teams. This
Single Sign-On (SSO) for your users in OneDesk
OneDesk allows you to set up single sign-on (SSO) to permit your users to log in using their existing credentials. If the user does not exist, once they log in
How a cloud services company uses workflow automations to track parts in the supply chain
As companies and teams become more and more distributed, communication only becomes more important. For organizations that deal with finance matters, this is only more true. There is no room