OneDesk - Manage projects and tasks.

Name: OneDesk - Manage projects and tasks.
Uploaded: 2024-09-08T11:39:34.000Z
Duration: 35 min 35 s
Description: OneDesk is an all-in-one software that combines helpdesk and project management functionalities for businesses of all sizes.

Demo Summary

Watch a simple OneDesk demo that shows you how to sign up, set up with a quick wizard, and use its main web app. You’ll see the mobile app and customer apps (widget, chat messenger, portal, forms, knowledge base) that let customers submit tickets. Learn how to view and sort tickets in lists, boards, or trees. See how to turn tickets into tasks, plan work with timeline and calendar views, track time and team workload, and send invoices or quotes. It solves juggling many tools by keeping support, projects, time tracking, and billing all in one place.

AI-Detected Features

Introduction & AgendaWelcome to the OneDesk webinar. We’ll cover key sections: customer apps, organization, information views, ticket creation, task/project planning, time tracking, invoicing/quoting, and account settings.

00:00

Overview & Sign UpOneDesk is an all-in-one help desk, project management, and PSA tool. Support customers, collaborate, track time, invoice, and more. Sign up with your email for a 14-day free trial.

00:35

Quick Setup WizardAfter registration, the Quick Setup Wizard guides you through initial configuration with videos and tutorials to get you ready quickly.

01:04

OneDesk PlatformsOneDesk has three parts: the main web interface, a mobile app (iOS/Android), and customer-facing applications for ticket submission and updates.

01:27

Customer ApplicationsEnd users access support via the embeddable Web Widget, Messenger (live chat), Tickets Portal, Web Forms, and Knowledge Base, all fully configurable.

02:00

Main Web Apps & OrganizationIn the web interface, use the Tickets, Tasks, and Projects apps. Organize work in Portfolios (containers), Projects, then Tickets or Tasks within them.