Modifying email content in OneDesk

Your OneDesk account will send out emails for a variety of reasons. This article explains the different types of email we send and how you can modify the content of these emails to better suit your needs. The email template: … Read More

How to create and use template projects in OneDesk

In many industries, it is very common to do similar projects over and over again with only a few differences each time. Over time these projects become more and more refined until they (hopefully) go off like clockwork. OneDesk supports … Read More

Working with task links, relationships and constraints

One great feature in OneDesk is the ability for it to automatically calculate the schedule for your tasks. OneDesk does this by using the critical path method (CPM). This article explains how OneDesk calculates a task’s schedule. Scheduling links between … Read More

Setting up your OneDesk to support multiple products or services

This is part of an ongoing series where I go over the basic account configurations for different types of businesses. There are many different types of companies that use OneDesk to support their customers or end-users. For each business model … Read More

How to log your work using Timesheets in OneDesk

A key aspect of both helpdesk and project management for many of our users, is the ability to capture the time spent on various activities. Users want to record the time their team spends on tickets and tasks for a … Read More

User Access Controls and Permissions in OneDesk

If you want to lock down your OneDesk account to limit what your users can see and do in OneDesk, there are a few things to consider: Projects – The Unit of Sharing The mechanism to prevent your users from … Read More

Macros make your life easier!

There are a lot of features in OneDesk that can really make your life easier. In an earlier post I talked about how workflow automations can automatically perform actions when certain conditions are met. In this article I want to … Read More

Automating your workflow with OneDesk

In this blog post I want to go over OneDesk’s Workflow Automation tool. I’ll start by describing what it is, what it does, and how it works. Then I will give some examples of some of the things you can … Read More

Setting up different ticket queues in OneDesk

When it comes to customer support, one size does not fit all. Small companies with fewer support personnel have different needs than larger companies with big teams. Even when comparing companies of similar sizes there are a multitude of different … Read More

Putting a simple ticket form on your website.

While OneDesk offers a full-featured customer portal which you can put on your website, sometimes our users are looking for something a little simpler. We are often asked how they can put a simple ticket submission form on their website … Read More