Macros allow you to take actions in bulk on items in OneDesk. This helps you to reduce the time you spend on repetitive tasks like updating multiple items one-by-one.

How to Create & Save a Macro

You can create a macro in the tickets, tasks, features, and items application. To create a macro, follow these steps:

Step 1: Click on the application you want to create the macro in.

Select Tasks Application

Step 2: Make sure that you only have your organization portfolio selected, or a non-item.

Select Portfolio

Step 3: Click Tools in the top navigation bar and, next to Macros.

Select Tools

Step 4: Click New Macro.

Select New Macro

Step 5: Select the changes that you would like to make to your items.

Step 6: Click Save This Macro.

Select Save This Macro

How to Apply a Macro

You can apply macros you’ve saved to bulk edit items by following these steps:

Step 1: Select the items you want to edit.

Select Items

Step 2: Click Tools in the top navigation bar.

Select Tools

Step 3: Under Saved Macros, click on the macro you want to apply to these items.

Select a Macro

Step 3: Click Apply This Macro in the bottom center.

Apply this Macro

Step 4: Once you see the message “update finished.” you can close out of the window. Your items have been changed.

Results Message

How to Edit or Delete a Macro

To edit an existing macro, complete the following steps:

Step 1: Click Tools in the top navigation bar.

Select Tools

Step 2: Under Saved Macros, hover over the macro you wish to edit or delete.

Step 3: To edit the macro, click on the edit icon. To delete the macro, click on the delete icon.

Edit this macro       Delete this macro

Step 4: If editing, click Save This Macro when you complete the edits.

Save This Macro

Useful Macros

1. Assign to me and set to “In Progress”

Assign to me and set to "In Progress"

2. Assign to my team and post a message

Assign to my team and post a message

3. Promote to Task and post a message

Promote to Task and post a message

4. Close several tickets and notify the requester about change

Close several tickets and notify the requester about change

5. Change ticket priority and assign to an individual

Change ticket priority and assign to an individual

6. Change several tickets to tasks and move to a different project

Change several tickets to tasks and move to a different project

 

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>