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
The OneDesk Blog
Wherein we discuss new features, tips on how to use OneDesk, and much more.
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
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 in Teams. In OneDesk users can be added to teams. This is useful both to keep your users organized, and to … Continue Reading
Single Sign-On (SSO) for your users in OneDesk
Enable and Configure SSO for Users in your OneDesk account 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 … Continue Reading
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 for miscommunications and distractions when there are large amounts of … Continue Reading
How to enable single-sign-on for your customer apps in OneDesk
You may want to have your customers be automatically logged in to your OneDesk customer apps whenever they are on your site and authenticated with your own systems. This post will show you how to set that up using Azure … Continue Reading