OneDesk: Basic Concepts
A crib sheet on the core ideas in OneDesk.
The Things in OneDesk
(also known as “How your data is structured”)
To understand how OneDesk organizes your stuff, you only need to get a few concepts: Items, Containers, and Parent Containers.
- ITEMS – The basic things you are managing
These are the things you are managing and tracking, such as tasks, ideas, tickets, or requirements. They are classified under Ticket, Features, and Tasks. You can create the types you want.
- PROJECTS – groups of ITEMS
These hold collections of items. They represent things like projects and releases, but you can create the types of projects you need. Inside projects your items can be placed in a folder structure to keep them organized.
- PORTFOLIOS – groups of PROJECTS
These hold projects and represent things like portfolios or product hierarchies. Use them to organize related projects or releases together. You can nest “portfolios” to any depth, and a project can be in more than one portfolio, so you can create very flexible structures.
Seeing what you want to see
(also known as: “How to navigate in OneDesk”)
OneDesk lets you access your items and containers in a few ways. To navigate with confidence you need to know about the Project selector, Views and Filters.
1. PROJECT SELECTOR – The level of the project hierarchy you are looking at
When you’ve organized your items into projects, and your projects into a structure, you have a very flexible way of looking at your projects and products. The PROJECT SELECTOR in the top left corner of your screen allows you to set the hierarchy-level you want to focus on. For example, if you set your scope to “Sample Project PORTFOLIO!” you will see all the PROJECTS and ITEMS inside that PORTFOLIO.
2. VIEWS – The categories of items, and how you want to display them.
Views reside in the left panel and shows a category of items. You can select “items”, “tickets”, “features”, “tasks”, and “projects”. For example selecting “tasks”, will show you your tasks, issues and other types of items in this category. Inside each view you can also select the layout, such as list, cards, calendar or roadmap.
3. FILTERS – Limit the items you see by virtually any criteria
Filters are found below the views in the left panel. OneDesk ships with some handy filters like “assigned to me” and “unassigned”, but you will want to create your own. Use the “create new filter” button, to define your filter and save it to re-use later.
PROJECT SELECTOR, VIEWS, and FILTERS work together to give you fine-grained control over what you want to look at. You can also SEARCH inside a view by keyword or item ID.