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Getting Started Guide
This is a guide that will help speed up the process of onboarding your team, customers and operations into OneDesk
Fundamentals
Using OneDesk for the first time? Start here and learn the basics of using and setting up your account.
Tickets
Learn about the features for creating, using, and managing tickets.
Tasks
Learn about the features for creating, using, and managing tasks.
Projects
Learn all about creating, using, and managing projects.
Email Management
Learn how to manage incoming and outgoing emails, configure email preferences and appearance.
Messenger
Learn about using the internal Messenger application to interact with customers and users.
Customer Apps
Learn about the applications that help your customers communicate, stay informed, and submit items.
Views
Learn how to view your work with customizable views including the Kanban board, Gantt chart, and more.
Time Tracking
Learn how to log and track time taken on work.
Financials
Learn about how to create and send invoices and manage your budget.
Knowledge Center
Learn all about using the Knowledge Center app.
Users & Teams
Learn about user teams, including how to share and collaborate as well as manage users and permissions.
Customers & Organizations
Learn about customer management, including how to create customers and manage customer information.
Reporting & Analytics
Learn about how to view and track KPIs, export your data, run or schedule reports, and more.
Automation
Learn how to save time with powerful workflow automations, automated replies, automated emails, and more.
Integrations & API
Learn about how OneDesk can integrate with your favorite applications to connect your work.
Mobile
Learn about the features and functionality of OneDesk's mobile solutions.
Administration & Account
Learn about configurations, account settings, company preferences, and other administrative settings.
On-Premise
Learn about installing, managing, and configuring the on-premise version of OneDesk.
Troubleshooting
Learn how to solve common problems or issues.
Release Notes
Read about the latest OneDesk features and improvements in the release notes.