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