Managing Team Projects with OneDesk

What are Teams and how are they Organized? If you work in a team, OneDesk offers an easy way to manage and share projects amongst team members. While you can share projects with individuals, often it is faster and more … Continue Reading

Stepping through the OneDesk Quick-Setup Wizard

In OneDesk there are a large number of options that allow you to configure the software to behave in just the way you want it to. However, most of these options are non-critical and only need to be tweaked along … Continue Reading

All About Customer Organizations in OneDesk

In the most recent release of OneDesk we made big changes to Customer Organizations. Whereas prior to this release customer organizations were relatively simple groupings of customers, now they have become more sophisticated objects, with properties and features that will … Continue Reading

Freshbooks Integration with OneDesk

Freshbooks Integration with OneDesk

Freshbooks Freshbooks is a cloud-based software that provides accounting services to its users. The application is geared towards small businesses and self-employed professionals, enabling them to track their financials by logging on to their accounts. At its core, Freshbooks is … Continue Reading

Dropbox Integration with OneDesk

Dropbox Integration with OneDesk

Dropbox is a cloud-based file hosting service that stores a variety of documents in one platform. What makes Dropbox unique is its ability to store large files in different formats without relying on disk space. Users can access data by … Continue Reading

Slack integration with HelpDesk

Slack Integration with OneDesk

Slack Slack is a cloud-based instant messaging platform that replaces internal communication overhead, such as emails, through chat rooms (known as channels). Each message is organized by topic, department, projects, private groups, and more into these channels enabling users to … Continue Reading

Integrate with Mailchimp

Quickly Build your Mailchimp Audience by Integrating OneDesk

Mailchimp is an end to end marketing platform that started as an email marketing tool alternative to the expensive email software in the early 2000s. The goal was to provide small businesses access to technological resources and tools to grow … Continue Reading

How to embed the client portal on your website using an iFrame

OneDesk includes a variety of Customer apps which you can put on your website to better serve your customers. These apps include live chat, ticket forms, knowledge base, and a client-facing ticket portal. The easiest way to put them on … Continue Reading

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