New Articles

31. Working with purchase orders

    Created On: 08/15/2026 in IT Assets & Equipment
    Create and manage purchase orders in HelpOne (if used by your organization).

32. How to create and use email templates

    Created On: 08/15/2026 in Communications
    Create and use email templates with merge fields in HelpOne.

33. How to run a mail merge or bulk email

    Created On: 08/15/2026 in Communications
    Run a mail merge or send a bulk email using HelpOne.

34. How to use the calendar

    Created On: 08/15/2026 in Calendar & Scheduling
    Use the HelpOne calendar to view and manage events and deadlines.

35. How to invite a new user and set permissions

    Created On: 08/15/2026 in Users, Permissions & Settings
    Invite a new user to HelpOne and assign the correct permissions.

36. How to create and assign tasks or follow-ups

    Created On: 08/15/2026 in Users, Permissions & Settings
    Create and assign tasks or follow-ups in HelpOne.

37. Understanding the audit log / activity history

    Created On: 08/15/2026 in Users, Permissions & Settings
    Understand and use the audit log / activity history in HelpOne.

38. Basic reporting overview

    Created On: 08/15/2026 in Reports & Insights
    Overview of reports available in HelpOne and how to use them.

39. Overview of available integrations

    Created On: 08/15/2026 in Integrations
    Overview of integrations available with HelpOne.

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