OneDesk for Workflow Management

 

Create, track and optimize your workflows to improve your internal operational processes. OneDesk is a unified workflow management platform to support customers and manage projects.

Manage your work and projects

ticket detail panel

Complete task and project management

  • Divide your work into tasks and subtasks.
  • Add all the required information for tasks include images and file attachments.
  • Plan tasks with dependencies, estimates, and story points
  • Make expectations clear by assigning and scheduling tasks.
  • Keep updated with customizable notifications. 
  • Collaborate in-context with real-time messaging.
  • Follow the status and progress of tasks or projects.

Get full visibility on work

Get a grasp on your work – change the way you see and manage tasks and projects with customizable work views. Plan and schedule tasks and projects using the work view you need. OneDesk provides a shared calendar, Kanban board, Gantt chart, tree, and list view. All work views can be filtered, grouped, saved, and shared.

calendar view for marketing
workload management

Make full use of resources

Manage resources and make the most of your team’s time. Assign tasks to the right people at the right time by viewing workload while assigning tasks. 

Track and analyze your team's work

Log and track time

Log the time taken on tasks with timers and timesheets. Monitor your team’s efficiency and progress. Easily keep track of billable or non-billable time. 

timer app
Financials budget management

Simplify your budget tracking

Keep your projects on-time and within budget. Set your cost and billing rates, then plan projects and log time. The OneDesk financials app allows you to monitor and track your budget in real-time.

Optimize your workflow management

Make data-driven decisions with real-time KPI charts and graphs. Charts provide a large variety of information on tasks, tickets, and projects.

Stay on-target and informed with scheduled reports. Add as many details as you need to reports then have them sent automatically in CSV.  

analytics charts

Customer support and communication

Handle support and service requests

OneDesk’s integrated help desk system means you can support clients, customers, or end-users from one application. Create tickets from multiple channels and centralize your customer communication. 

help desk ticket collaboration
professional services portal software

Customer communication channels

OneDesk offers multiple customer apps — the portal, live chat, forms, and knowledgebase. These apps allow your customers to reach out, stay updated, or collaborate with your team. Apps are customizable in terms of permissions and appearance.  

Customize your workflow management

Automate your workflow management

Simplify and streamline your workflows with automation tools. Automatically route tickets, assign tasks, send notifications, update statuses, and much more.

automatically route tickets
configurations for professional services

Highly configurable

OneDesk is a highly scalable and configurable solution. It’s easy to get started, yet flexible to meet the needs of almost any industry. Set your own status, create multiple task or ticket types, brand your customer-facing apps, and more.

Try OneDesk for yourself! Get a 14-day free trial. No credit card required.

More about workflow management on the OneDesk blog

A Guide to Workload Management in OneDesk

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To-the-Minute Scheduling on Tasks and Projects

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How a logistics firm uses OneDesk to serve their business

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How a Creative & Design SaaS Company uses OneDesk to optimize their workflow

Having a multi-talented, cross-functional team is often seen as an ideal team composition, opening up many different opportunities for work and services that a company ...
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Best Practice: Common Workflow Automations

OneDesk allows you to set workflow automations, which are a set of rules that take care of repetitive and time-consuming tasks. Setting workflow automations will ...
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