Webforms: Creation, Customization & Embedding

Webforms: Creation, Customization & Embedding

Transcription: Webforms are used to collect information from your customers and translate that information into items in OneDesk. Through webforms, you allow your customers to create different item types in the OneDesk application.  You are able to create a webform … Continue Reading

17. Free Trial, Pricing & Going Pro

17. Free Trial, Pricing & Going Pro

Script: Our subscription plans are based on the number of users that will be using OneDesk, allowing you to select the best fit for your organization. Unlike other products on the market, no matter what OneDesk plan you select, you … Continue Reading

15. What's the Difference Between Tickets and Tasks?

15. What’s the Difference Between Tickets and Tasks?

Transcript: OneDesk allows you to create tickets and tasks and gives you the ability to create workflow automation for each. Both tickets and tasks are entered into OneDesk through one of five channels: email, chat, import, manual add, or webforms. … Continue Reading

How to Create Multiple Portals/Knowledgebases

How to Create Multiple Portals/Knowledgebases

Transcript: OneDesk allows you to create as many unique portals or knowledgebases as you need. Here’s how to create a new portal and knowledgebase in OneDesk. Let’s create a Customer Portal first. In the bottom left corner of your screen, … Continue Reading

How to See Tickets and Tasks in One View

How to See Tickets and Tasks in One View

Transcript: OneDesk gives you the ability to view tickets and tasks separately. However, if you want to see both in one view, the Items view can help you achieve that. The Items view allows you to see your tickets and … Continue Reading

16. OneDesk - 5 Minute Tour

16. OneDesk – 5 Minute Tour

Transcript: Hi, thanks for signing up for OneDesk. OneDesk is a unique app that combines help desk and project management. Let me show you around. On your screen, you’re probably looking at something like this. This is the get started … Continue Reading

OneDesk for Design and Creative Firms

OneDesk for Design & Creative Industries

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OneDesk for Marketing and PR Firms

OneDesk for Marketing & PR Firms

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OneDesk for Engineering Firms

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OneDesk for Financial Services Companies

OneDesk for Financial Services Companies

Transcript: If your company offers services in banking, brokerage, mortgage insurance, or wealth management, OneDesk software helps you with client communications and service management. When it comes to managing financial services for clients, OneDesk has you covered. Full featured project … Continue Reading