Project Management - Basics & Navigation

Project Management guide contents:

Users can access the web or mobile app. This guide will mainly focus on performing work and configuring your account using the web app.

Tip: Users can be grouped together into Teams. You can assign or notify the whole team.

Learn more about:

The web app and navigation

Top bar

  1. Add button – Access your internal form for creating tasks, projects, users, and more.
  2. Tools – Access helpful tools like macros, import, and more.
  3. Global Search – Allows you to search through almost anything in your account.
  4. Get Started – Access the Quick Setup Wizard as well tutorials and articles, including this guide!
  5. Manage Products – View your OneDesk products or add new ones!
  6. Profile menu – Access your profile as well as quick links to your notifications settings, assigned tasks, timesheets, and more.

App Sidebar

  1. Dashboard – Access your user dashboard which includes various centralized widgets and metrics for your messages, tasks, and logged time. Most agents can work almost entirely from this app.
  2. Tasks App – Access your Tasks app which includes powerful views to work on and analyze tasks.
  3. Projects App – Access your Projects app, for getting a big picture on your tasks and project details as well as organizing projects and portfolios.
  4. Messenger – Access your messenger to reply to and manage messages from your team. 
  5. More Apps – Expands the sidebar to show the other apps: Timesheets, Users, Analytics, Administration.

Views panel

Views are the different options for how you see tasks and projects. Filters determine which tasks you see.

  1. Project Scope – Determines which project’s tasks you see. Unlike filters, scope works ‘on top’ of views. The scope also allows access to archived or not shared projects.
  2. Create & Manage Views – (shows on hover) Click the ‘Plus’ Icon to create a new custom view. Click the ‘Cog’ Icon to manage your system and custom views, including deleting or re-ordering.
  3. System Views – These are your ‘base’ views and layouts. When you clear a filter you will be returned to one of these views.
  4. Custom Views – These are your saved custom views. Custom views take the system views and apply filters, groupings, columns, and/or searches.

Learn More:

What you see in OneDesk

You can invite your team (users) when you go through the ‘Getting Started Wizard’. You can also add users from the ‘Add’ button in the top bar.

OneDesk provides several ways of making sure users only see data most relevant to them. As such, different users may or may not be able to see or access certain things for a variety of reasons:

Sharing

Projects must be shared with you in order for them to appear in your workspace (grid, dashboard, etc). If a project is not shared, you will not see it or anything within it. Account admins can easily join projects from the project scope. Non-admins can request to join and be given access. Once something is shared with you, the project and its contents appear in your workspace.

User roles

Users can be admin or non admin. Non admins do not have access to admin settings and can also have different app permissions. App permissions affect whether you can see an app, or perform certain actions within the app.

Views and filters

OneDesk has several views and dozens of filters that influence what you see.

Learn More:

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