Configurable Work Views

Configurable Work Views

Create, save and share your work views

Work Views

Choose how your data is displayed

OneDesk lets you choose how your data is displayed so that your work is represented in a way that allows you to understand and manage it the best. Seamlessly switch between views to up your work efficiency. These are the default views in OneDesk:

Tree View: A hierarchical view of your work.
Flat View: A list view of your work.
Gantt View: A timeline that visually represents your task or project timelines.
Status Board View: A Kanban board that sorts your work based on statuses.
Calendar View: A calendar view that visually represents your scheduled work.
Workload View: A view that lets you monitor your agent’s availability and workload. 
Roadmap View: A view that allows you to view your projects over a select period of time.

Create custom views to see specific information

You can create, save and share your own customized work views. These views weed out the information you don’t want to see and show you the information you’re interested in. First, select your base layout. Then, select from a large variety of filters. You can group that information based on multiple properties. You can even add or remove columns, sort, and apply searches. All these configurations can be saved, allowing you to view and monitor work dynamically.

Combined view for tickets & tasks

You can create views that combine both tickets and tasks. Simply enable the items application which would display tickets, task and other items all in one work view.

Learning resources

Choose how to view your work with a variety of layouts, filters, and groupings.

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Share, rename, reorder, or delete your custom work views.

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Create, plan, and schedule tasks using the calendar view.

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