There are a lot of features in OneDesk that can really make your life easier. In an earlier post I talked about how workflow automations can automatically perform actions when certain conditions are met. In this article I want to cover the Bulk Edit and Macros features. I will show you how they let you easily do even more work, faster.
What are Bulk Actions?
Bulk actions let you perform a bunch of changes on items and projects all at once. Here’s how:
As you can see, making changes to many things at once is easy. Here are some common cases where this feature is very useful:
*Did you know that the macro-comments can even have dynamic fields inserted in them so that you can use each ticket’s properties in the comment’s text? You can then have a response like:
(don’t forget to click “post” before saving the macro.)
OK, So what are Macros?
Macros make the bulk edit feature even better by letting you save these bundles of actions for later re-use. If you are performing the the same groups of actions over and over again but on different selections of items each time, you can save even more time by just saving the bulk-action as a macro.
Note that different applications (tickets, tasks, etc…) have different saved macros, so be sure you are in the correct application to find your saved macro.
The bulk-edit and macros tools are super handy and allow you to spend your time focusing on value added activities rather than performing repetitive tasks. Do you have any questions about these features? Let us know.