Creative & Design

OneDesk for Creative & Design Teams

Your creative projects depend on team collaboration, tight project plans, and constant feedback from clients. OneDesk brings it all together.

Capture requests and communication

Provide multiple request and communication channels to your clients and prospects. Integrate your business email, provide live chat from your website, answer phone calls, and more.

Everything is centralized in one place.

Email

Directly integrate your support email inbox to capture tickets. Send and receive responses straight from OneDesk.

Portal

Provide clients with a portal where they can view progress on requests or project tasks.

Web Widget

Provide easy-to-access communication directly from your website with a customizable widget.

Phone

Answer incoming client calls and link them to tickets without switching tools.

Web Form

Capture complete and detailed requests right from the start with a configurable web form.

How OneDesk aids your creative workflow

All information in one place

OneDesk is an all-in-one tool for request, project, and financial management.

With OneDesk’s you can receive requests, then communicate in-context to your clients. Convert requests into tasks, then monitor and track the progress of projects. Even invoice your clients for your time and work.

OneDesk reduces silos and manual data entry by bringing everything together.

Capture essential details

Use OneDesk’s custom forms to capture new design requests. Reduce redundant follow-ups by capturing all the necessary details from the start.

Create forms for different request types
Add custom fields
Auto-route or assign incoming requests
Make fields required
Allow clients to attach files

Continuous communication & feedback

OneDesk includes multiple ways to communicate with your clients on ongoing work. Conversations are in-context next to task or request details.

Send attachments and follow-up via email integration.
Enable clients to track progress, attach files, or collaborate with your team from the client portal.
Provide real-time communication or engage with prospects via live chat.
Integrate with 3rd party apps to send updates.

Scale your growth with AI

Focus on high-value and creative work by using advanced AI to save time.

AI agent

Allow clients and prospects to ask about your services 24/7. The AI Agent learns from your content – website, knowledgebase articles, canned responses, and historic replies – so replies are accurate and focused.

Summarize tickets

Save time sifting through long conversation threads and request details, let OneDesk AI condense complex tasks or requests into short actionable summaries.

Generate KB articles

Build out your knowledge base easily and keep track of processes. AI converts tickets or project tasks into structured knowledge base articles. OneDesk AI removes personal information and extracts key information to create detailed articles.

AI suggested replies

Get suggestions on the best replies and articles based on the conversation context. Save time typing with AI-generated replies.

Plan project timelines

Use the Gantt chart to help you manage your project timeline. Create task dependencies to enable your team to complete one task before starting the next. Change due dates via the drag-and-drop option to visually configure your project timeline.

Manage tasks & workload

Breakdown work into tasks and subtasks.
Estimate the effort of tasks.
Assign work to the right teammates.
Schedule work optimally by visualizing the workload of teammates.
Log and track the progress of work with visible statuses and tags.

Reduce manual work

Automations are versatile in OneDesk and can be set up to fit your unique workflow. Automatically:

Send an email template when a billable timesheet is logged.
Assign high priority tasks to a manager.
Change a task’s status to ‘ready’ when another finishes.
Notify your team when a project schedule changes.
And much more.

Why OneDesk for Creative & Design Teams?

OneDesk makes it easy to manage projects and requests without the need to pay for or juggle multiple apps. The request and project management features of OneDesk work seamlessly together. This approach is perfect for design teams as you can escalate and build out requests, continuously communicate with clients, and track progress together. Everything is centralized so nothing falls through the cracks.

FAQ: OneDesk for creative & design teams

What OneDesk features are useful for creative teams?

OneDesk has many features that are helpful for creative & design teams. Your team can capture and organize requests, plan projects, track time, and invoice for work.

Features include:

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