The OneDesk Blog
Catch up on new features, tips on how to use OneDesk, and much more.
Email Queues in OneDesk
At OneDesk we believe the tool you use should adapt to you. Whatever your workflows and processes, you can customize your account to work the way you work. One powerful
Multiple Services on a Single OneDesk Account
If your company manages multiple services, brands, or a variety of departments each with different workflows, branding or websites, it is important to be sure your clients are receiving properly
Customer to User Conversion
A User is anyone who has access to the main OneDesk application. Users have access to OneDesk’s internal applications. Customers on the other hand, can use the customer-facing apps such
How to Create a Custom Chart Dashboard
The charts tab within the Analytics application allows you to analyze the efficiency of your customer support, and overall performance of your team and project management. The chart tab consists
Manage Your Costs and Billing with OneDesk
Budget monitoring is a key aspect to successful project management. The new financials app in OneDesk allows you to easily estimate, forecast and monitor your company’s budget. Regardless of the
Changing your Classic Portal’s Visibility Settings
OneDesk’s customizable customer portal is a useful tool for customers to see the items which they may be interested in, and the progress that is being made on them. Accessing
How to Make Custom Reports in OneDesk – Examples
OneDesk’s reporting tool is a versatile way to present data relating to your business. There are many templates which exist by default in OneDesk, but if you have specific needs
URI in OneDesk
What is the URI? The URI is an unique identifier used to distinguish your OneDesk account. The URI is automatically generated upon creation of your account based upon your company
Archiving and Auto-Archiving Tickets (or Tasks)
Archiving is a great option If you want to clear your view of old or no longer used items without permanently deleting anything. You are able to archive tickets, tasks,
OneDesk’s New Financials Application In-Depth
The new Financials application was released with OneDesk’s December 2021 update and is currently in Beta. This application is for organizations who wish to handle finances surrounding their projects, tickets,