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 for miscommunications and distractions when there are large amounts of … Continue Reading
The OneDesk Blog
Wherein we discuss new features, tips on how to use OneDesk, and much more.
All About Gantt Charts in OneDesk
What are Gantt charts? Gantt charts consist of horizontal bars that indicate a project’s schedule on a horizontal timeline. Each bar represents a task with the left end of the bar positioned at the start of the task, and the … Continue Reading
The Basics of Agile Project Management Using OneDesk
The principles of Agile project management took root in the software development and engineering fields. There are many different methodologies (such as Scrum or Kanban) on how to implement these processes, but agile does not have to be complicated and … Continue Reading
Creating custom dashboards in OneDesk
In OneDesk, dashboards are a type of ‘view’ which are displayed in the left panel and show you some useful charts and statistics about your data. You can create and save your own dashboard-views, just like you can create tree-views, … Continue Reading
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 powerful tools to let you create your own report templates, … Continue Reading
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 service: by email, inside the ‘messenger app’ inside OneDesk, on … Continue Reading
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 software. The market for software products has also witnessed immense … Continue Reading
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 make automatic responses to customers who submit tickets, and replying … Continue Reading
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 capturing emails and creating tickets and customer records in your … Continue Reading
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 version. STEP 1: Retrieve your OneDesk ticket capture email address … Continue Reading