Workload management involves getting a clear picture of who is available and when, in order to utilize your team’s full capacity and exceed goals. In OneDesk there are multiple ways to manage your team’s workload. You can determine how many tasks are assigned to someone, how much time they have available in a given period, […]
OneDesk includes multiple customer-facing apps that you can use to enable communication with your customers. The apps include the web widget, messenger, portal, knowledgebase and webforms. Each app provides channels for customers, clients, or end-users to receive support or collaborate with your team. The web widget is an icon displayed on your site which opens
There are a number of project management solutions on the market today designed to help a company streamline their services. Tools like interactive Gantt charts, task assignment and team collaboration improve the planning and implementation process. However, no matter what kind of business you are a part of, you deal with clients or customers. For
Components of a KPI dashboard KPIs or Key Performance Indicators, are measurements that determine how well your organization is meeting its goals and objectives. KPIs are crucial to making data-driven decisions for your business. KPI dashboards provide a single screen of useful charts and graphs to easily measure your progress and performance. As such, when
Whether the end-users you serve are from within your company, or whether they are external clients, OneDesk will work for you. However, you will need to configure OneDesk in slightly different ways to achieve the best workflow. This article will tell you what quick settings to make to fine-tune your setup for serving internal vs.
Setting OneDesk Up for Serving Internal End-Users or External Customers More
Occasionally you may fail to receive an email from OneDesk when you expect to receive one. In this circumstance, there are several possible reasons why the email could not be delivered or received – some more common than others. Let’s quickly go over some common reasons why emails may not be received from OneDesk, and
Why am I not Receiving Emails from OneDesk? Common Problems Explained More
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 tailored support. On the other hand, you’ll want your agents to have centralized communication and a streamlined workflow to manage tickets and tasks, even across
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 the classic customer portal & visibility settings To access the settings for the customer portal within OneDesk, go to more applications -> administration -> customer
Aside from your system (base) layouts, custom views allow you to display your data in unique, dynamic ways. Custom views are available in all the main OneDesk sections: tickets, tasks, projects, timesheets, customers, users, and analytics. You can easily view what you want in the way you want. You are also able to share your
OneDesk automatically creates new tickets in your account when received from your support email. You can directly connect your O365 or Gmail/Google Workspace account. Or, if you use another email provider, you can create tickets using the auto-forwarding method. Simply follow these best practices to set up your email to automatically forward to your OneDesk.