Automated Item Creation

You can set rules in OneDesk to automatically create a ticket or task as a result of an automation. You can generate a brand new ticket or task with this automation. When creating a new item, you can control: Subtask: … Continue Reading

Automated Project Creation

You can get OneDesk to automatically create a project for you as a result of an automation. Once triggered, these automations can generate a new project from a project template in your OneDesk, helping you to save time when starting … Continue Reading

Application-Level Access Permissions

In OneDesk, you can grant different levels of access to all your applications on the per-user level. This allows you to control what applications your users are able to access and what they can and can’t do in each one. … Continue Reading

Blockers, Duplicates & Related

In OneDesk, you are able to identify relationships between your work tasks. Some of those relationships can be identified as: Blockers: Indicates that one item cannot be worked on before another is completed. Duplicates: Indicates that the items duplicate each … Continue Reading

Task Dependencies: Predecessor & Successor

You can establish task dependencies with successor and predecessor links. Dependencies define relationships among tasks that determine their order. Predecessors identify tasks that must be completed before their successor task can be started. Using predecessor and successor relationships can help … Continue Reading

Finding an Item in OneDesk

If you’re unable to locate an item in OneDesk, it might be for one of many reasons: you are looking at a filtered view, the item is an archived project, the item has been moved to a project to which … Continue Reading

Smart Rescheduling in OneDesk

OneDesk makes optimizing your project schedule easy with ‘smart rescheduling’. In only a few clicks, this powerful tool can optimize the work schedule of your projects, allowing you to save time and reduce the overall duration of your projects. Smart … Continue Reading

Saved Replies in OneDesk

Saved replies can be set up in OneDesk for your agents to use. These saved replies allow your team to be able to respond faster to commonly asked customer inquiries by inserting pre-written responses. You can set up a repository … Continue Reading

Exporting Custom Views

OneDesk allows you to export the data from the custom views you create. You can export data in the Flat view from the following applications: Tasks Tickets Projects Timesheets Items Features These views can be saved to use privately or … Continue Reading

Dynamic Properties

OneDesk allows the use of dynamic properties to insert relevant information into a message depending on what it is attached to. This can currently be accessed through saved replies and email templates. It allows you to pull information about the … Continue Reading