Teams | Collaboration | Customer Service | Project Management

Latest Videos

OneDesk - Email to Ticket

Learn about the email flow in OneDesk and how to start capturing tickets from email. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

Stop measuring your marketing funnel wrong | Data Smarties

Why do so many marketers map digital metrics onto a model designed for market research? In this episode of data smarties, we take a look at the history of the classic marketing funnel, and propose a better way for small businesses (who don't have the budget for brand tracking research) to create marketing funnels they can actually measure. Chapter titles

Creating Document Collections in M-Files | The Smarter Way To Work

This video demonstrates how you can group information by creating your own document collections in M-Files. A document collection is a set of interrelated documents. The difference from a multi-file document is that each member of a document collection is independent and has its own metadata. In addition, the document collection has a collective set of metadata that is independent of the member documents. By contrast, in a multi-file document, all document files share the document's properties.

Creating Relationships Between Objects in M-Files | The Smarter Way To Work

This video shows how you can build relationships between items in M-Files through metadata. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.

Creating Multifile Documents in M-Files | The Smarter Way To Work

This video shows you how you can convert a single file to a multi file in M-Files. A multi-file document is a single document with multiple subfile, with a single metadata card. The difference from a document collection is that all the files in the multi-file document are bundled together under a single metadata card. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

Facilitation Can Get You a Seat at the Table

The word “collaboration” shows up in almost every job description. Leaders have to unite teams across cultures, manage across geographies, and gather input across practices. However, most meetings are designed around presentations - a communication tool not a collaboration tool. Jake will share three basic facilitation techniques that will transform your meetings into active collaboration spaces.