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.
Step 2: Make sure that you only have your organization portfolio selected, or a non-item.
Step 3: Click Tools in the top navigation bar and, next to Macros.
Step 4: Click New Macro.
Step 5: Select the changes that you would like to make to your items.
Step 6: Click 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.
Step 2: Click Tools in the top navigation bar.
Step 3: Under Saved Macros, click on the macro you want to apply to these items.
Step 3: Click Apply This Macro in the bottom center.
Step 4: Once you see the message “update finished.” you can close out of the window. Your items have been changed.
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.
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.
Step 4: If editing, click Save This Macro when you complete the edits.
1. Assign to me and set to “In Progress”
2. Assign to my team and post a message
3. Promote to Task and post a message
4. Close several tickets and notify the requester about change
5. Change ticket priority and assign to an individual
6. Change several tickets to tasks and move to a different project