OneDesk

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How a mortgage company utilizes the conversations feature on OneDesk

As companies and teams become more and more distributed, communication only becomes more important. For organizations that deal with finance matters, this is only more true. There is no room for miscommunications and distractions when there are large amounts of money being transferred and worked with. One client came to us seeking a solution to their management of tickets, along with some sensitivity to permissions, communications, and the ability to track change.

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The Basics of Agile Project Management Using OneDesk

The principles of Agile project management took root in the software development and engineering fields. There are many different methodologies (such as Scrum or Kanban) on how to implement these processes, but agile does not have to be complicated and can be applied to any field (but maybe shouldn’t be). This article aims to take you a few steps beyond the simple principles of Agile, with actionable information, while avoiding the dogma of any particular methodology.

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All About Reports in OneDesk

OneDesk ships with some pre-set report templates included. These let you quickly generate reports on tickets, tasks, projects, timesheets, and invoices with just a few clicks. However OneDesk also includes powerful tools to let you create your own report templates, schedule them so that they run without your interaction, and can be automatically emailed out to you, your team, or your management.

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Direct messaging between users in OneDesk

In OneDesk, you can have conversations by adding messages to tickets and tasks. When you do this, the followers of those items will get your messages via an omni-channel messaging service: by email, inside the ‘messenger app’ inside OneDesk, on the live-chat widget, and by mobile push notification (coming very soon). However you can also use the OneDesk messaging system to have conversations with users outside of the context of a task, ticket or project.

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How A Software Company uses the OneDesk Client Portal

The role of software in management cannot be overlooked. Software has found application in diverse management areas beyond naming, and the roles continue to expand with more recent development in software. The market for software products has also witnessed immense growth in response to demands, and most software providers are adopting specialization and outsourcing as coping mechanisms to focus and better serve their target customers. Our new-found client, a software company is no different.