A: Hi, Pro fields include Budget and Billing for managing project finances right on your boards. Pro document sections include the Billing Schedule, great for setting up staged payments in proposals or contracts. Permissions let you control who can view or edit boards, documents, and reports using custom roles.
A: Yes! OneDeck includes a Timeline view, which works similarly to Gantt charts. It lets you visually manage projects, tasks, and deadlines across time — perfect for planning and tracking progress.
You can adjust durations by dragging and switch between views anytime.
✅ Available from Tier 1 and up 🧭 Guide: How to Create Board Views
On the boards, is it possible to like calculate date? we need it to know the equipment age of the customer in a glance so we visually know when to upsell or offer replacements in advance?
A: Yes, you can! 1. Built-in Reminders – You can set a reminder for X days ahead, either manually or using automations (e.g. when a record is updated or a document is published). 2. Advanced Date Logic – For things like calculating exact equipment age or auto-scheduling upsell checks, you can use our app in Make.com. It’s flexible and powerful — and we’re happy to help you set it up.
Q: Could you please provide information about where the data are stored once inputed into the OneDesk?
I am considering OneDesk as a solution for a small company we have started. Specifically, I would like to know the locations of your data centers (I did not find this info) and what types of privacy and security measures are in place to protect this data, both physically and digitally. I had a chance to go over your privacy policy which states that "You agree that we will use any Personal Data that we may collect or obtain ..." What exactly does it mean? What type of data does OneDesk collect and have access? How exactly all data inputed into OneDesk is actually handled? Please, comment on sensitive client's data. Thank you for time and attention. Cheers!
A: Hi! Thanks for your questions — happy to clarify everything:
✅ Data Location All OneDeck data is securely stored on servers located in New York, USA, hosted through reputable infrastructure providers like DigitalOcean and AWS. We chose these partners to ensure high reliability, scalability, and security.
🔒 Data Privacy & Security We take data protection very seriously. OneDeck uses...
As a Sales/Business management platform, could you please confirm if we can sell products and services (one time payment and subscriptions) from OneDeck, and can clients manage their payments/subscriptions (using Stripe or other payment gateways)?
I'd need confirmation because as OneDeck is said to be a all-in-one business platform, we should be able to sell our products and services.
A: Yes — you can absolutely manage both one-time deals and recurring services (like subscriptions or retainers) in OneDeck using the Budget field’s repeat settings. You can set it to daily, weekly, monthly, or yearly, and OneDeck will automatically generate entries in the Billing field to track each billing cycle — including the amount, due dates, and payment status.
Q: Hi, what is included pro-fields and sections and Permissions?
Koren_OneDeck
Jun 29, 2025A: Hi,
Pro fields include Budget and Billing for managing project finances right on your boards.
Pro document sections include the Billing Schedule, great for setting up staged payments in proposals or contracts.
Permissions let you control who can view or edit boards, documents, and reports using custom roles.
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Q: Is it possible to use gantt charts?
Gantt charts could be nice for projects.
Koren_OneDeck
Jun 21, 2025A: Yes! OneDeck includes a Timeline view, which works similarly to Gantt charts. It lets you visually manage projects, tasks, and deadlines across time — perfect for planning and tracking progress.
You can adjust durations by dragging and switch between views anytime.
✅ Available from Tier 1 and up
🧭 Guide: How to Create Board Views
Share OneDeck
Verified purchaser
Great :-)
Q: Date calculation?
On the boards, is it possible to like calculate date? we need it to know the equipment age of the customer in a glance so we visually know when to upsell or offer replacements in advance?
Koren_OneDeck
Jun 4, 2025A: Yes, you can!
1. Built-in Reminders – You can set a reminder for X days ahead, either manually or using automations (e.g. when a record is updated or a document is published).
2. Advanced Date Logic – For things like calculating exact equipment age or auto-scheduling upsell checks, you can use our app in Make.com. It’s flexible and powerful — and we’re happy to help you set it up.
Let us...
Share OneDeck
Q: Could you please provide information about where the data are stored once inputed into the OneDesk?
I am considering OneDesk as a solution for a small company we have started. Specifically, I would like to know the locations of your data centers (I did not find this info) and what types of privacy and security measures are in place to protect this data, both physically and digitally. I had a chance to go over your privacy policy which states that "You agree that we will use any Personal Data that we may collect or obtain ..." What exactly does it mean? What type of data does OneDesk collect and have access? How exactly all data inputed into OneDesk is actually handled? Please, comment on sensitive client's data. Thank you for time and attention. Cheers!
Koren_OneDeck
Jun 4, 2025A: Hi! Thanks for your questions — happy to clarify everything:
✅ Data Location
All OneDeck data is securely stored on servers located in New York, USA, hosted through reputable infrastructure providers like DigitalOcean and AWS. We chose these partners to ensure high reliability, scalability, and security.
🔒 Data Privacy & Security
We take data protection very seriously. OneDeck uses...
Share OneDeck
Q: Possible to sell product or services?
As a Sales/Business management platform, could you please confirm if we can sell products and services (one time payment and subscriptions) from OneDeck, and can clients manage their payments/subscriptions (using Stripe or other payment gateways)?
I'd need confirmation because as OneDeck is said to be a all-in-one business platform, we should be able to sell our products and services.
Many thanks!
Koren_OneDeck
May 27, 2025A: Yes — you can absolutely manage both one-time deals and recurring services (like subscriptions or retainers) in OneDeck using the Budget field’s repeat settings. You can set it to daily, weekly, monthly, or yearly, and OneDeck will automatically generate entries in the Billing field to track each billing cycle — including the amount, due dates, and payment status.
However, OneDeck does not...
Share OneDeck