OneDesk for Design & Creative Services

Juggling design requests and multiple client projects can be daunting without a robust solution in place. OneDesk offers a request management and creative project management software for design & creative service companies. Organize, manage, and streamline your design intake and creative projects in one place. 

Why OneDesk for design and creative services?

All-in-one design request and creative project software

Manage all design projects and requests into a single application. Centralizing everything into one location allows your team to streamline projects. Easily track requirements, schedule projects, communicate with clients, and collaborate on tasks with OneDesk’s all-in-one solution.

task details view

Design request, inquiry, & support management

OneDesk’s built-in help desk software lets you capture support issues, service requests, or client questions, and manage them from one centralized place. Assign requests to your team and communicate with clients from in OneDesk. Simultaneously hold private internal conversations and separate client-facing discussions on the same request. Share Illustrator files, PDF’s and any other attachment as well.

Creative project management software

Plan your creative projects, tasks, budget, and schedule within OneDesk. Discuss tasks and issues with your team and customers, and capture hours worked using timesheets or work timers. In OneDesk you can track tasks, request and issues together. Plan your tasks/projects on the Gantt chart or calendar. OneDesk provides you with creative project management software that can help you collaborate seamlessly with all team members, meet goals and deadlines, and give you a platform to discuss upcoming ideas.

Gantt project management

Design and creative project management capabilities

OneDesk offers a large number of features to help your team streamline work. Read below for more details on using OneDesk for creative project management, request management, team collaboration and client communication. 

calendar monthly view

Full-lifecycle creative project management

Keep your design projects on track with versatile project planning and management features. Plan tasks and projects on the Gantt chart or calendar. Assign or change the status of tasks and projects with the Kanban board. Use task scoring, dependencies, and linked relationships, to streamline your plans. Cut down on repetition with flexible workflow automations, and more.  

Integrations to streamline creative project management

You can connect OneDesk to hundreds of web applications:

  • Connect with Box or Dropbox to easily attach designs from your file repository.
  • Connect with FreshBooks or QuickBooks to create invoices from OneDesk timesheets.
  • Connect with messaging apps to create messages or items in OneDesk.
  • and much more.
onedesk integrations
analytics charts

Reporting and analytics for design & creative companies

Extract data and create insightful reports in OneDesk using pre-created templates or by customizing your own. Automatically schedule and email Excel or PDF documents. This will aid in creating your client invoices, timesheets, etc. OneDesk allows Design & Creative Services to generate reports on tickets, requests, and user activities on a weekly or monthly basis.

OneDesk also offers built-in charts and graphs to analyze KPIS on tasks, projects, and requests.

Design request management features

Keep organized with email Integration

Capture and respond to customer emails directly from your OneDesk account. OneDesk will create a new ‘ticket’ from the email, capture attachments, and create a new customer record if necessary.

Email integration allows your team to save time managing your inbox(es). All your emails, whether they are requests or questions are kept in one dashboard. Your dashboard work view in OneDesk is easily to filter, group, search, and organize the way you need.

design request forms

Customizable design request forms

Design request forms, or webforms, let your clients submit requests or tasks. All requests and tasks will be submitted and centralized in your OneDesk account. One benefit of webforms is that they ensure clients submit all necessary information for a request, helping you streamline request intake.

You can customize your request forms to the needs of your company. For instance add custom fields, make fields required, and more. 

Work with your design & creative services team

Assign tasks to the right people, prioritize with easy, and promote transparency. OneDesk is the collaborative choice for design project management. 

Assign & prioritize creative tasks

Keep your entire team in the loop (including customers) with built-in discussions and email notifications on tasks and projects. View your resources’ workload and easily reassign tasks for optimal time management and work distribution between teams and members. Your teams can utilize the conversation feature on tasks to brainstorm ideas and share files with each other.
task kanban board view
tasks management collaboration

Team collaboration for design projects

In OneDesk you can share projects with the entire team, with specific members such as Concept Artists, Illustrators, Account Executives, or keep them private. Everyone sees only what pertains to them and this, in turn, will increase efficiency. You can view your resources’ workload and easily re-assign tasks for optimal time management and work distribution between teams and members. Discussion and collaboration is an important factor for design & creative services, and OneDesk makes this possible with several features. With conversation features enabled on tasks and tickets, your team can easily communicate with each other in private messages, or with the customer on the related item.

Mobile app for creative project management

Carry your OneDesk around with you! With the mobile OneDesk your team can stay on track from anywhere. Our mobile app connects to your OneDesk account so you can:

  • Access, create, and reply to client requests.
  • Get notified of new assignments.
  • Log work with timers & timesheets.
  • Create new tasks and submit them to your projects.
  • Assign and prioritize tasks.
  • Update the progress or status of tasks.
  • Communicate with your teammates.
  • Attach images and files. 
mobile task detail view

Client management and communication for design companies

Let your team focus on being creative. OneDesk provides tools for clients to stay updated and informed on their own terms. 

self-service portal

Client web portal

OneDesk includes a web-portal designed especially for your clients. The portal lets customers engage with tasks and requests. Clients log-on to view progress, send messages, attach files, or submit new requests. The client portal is highly customizable – you can change the appearance, features, behavior, and customer permissions.

Knowledgebase for design agencies

Always answering the same questions on pricing, lead times, and available services? Let customers find answers quickly by publishing articles to the knowledge base. Increase customer satisfaction while reducing the workload on your support team.

MSP knowledgebase

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