Configurable Types

Differentiate your work using unique types. 

Configurable Types

Multiple ticket or task types

OneDesk lets you configure unique ticket and task types. Each one has its own creation email and customizable statuses. You can also select a color and icon for each type to visually distinguish them from one another. 

Enabling ticket or task types can be helpful if you have separate workflows for each.

Project and portfolio types

Define up to 10 different project or portfolio types. Use types to define and organize the different services and work your perform. Each type can have unique statuses, icons, names, and colors. 

client project organization
professional services automation examples

Use types to define unique workflows

One of the benefits of enabling different types is the ability to define and automate different workflows. Set separate workflow automations on each of your different project, task, or ticket types. Plus, you can create separate reports, filter, and group work using types. 

Learning resources

Learn how to create and use lifecycle statuses for your work items. 

Read more>>

Create unique ticket, task, or project types for your different services. 

Read more>> 

Learn about using and creating workflow automations.

Read more>>

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