Teams | Collaboration | Customer Service | Project Management

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

M-Files Search Options | Finding Information in M-Files | The Smarter Way To Work

This video covers all the ways you can use search to quickly find the information you're looking for. By far, the most efficient way of finding your documents and other objects is to use the M-Files search functions. This is especially useful when you remember only a single detail about the document or object, such as the creation date or the user who created the document. The search options and filters allow you to define more search criteria related to the properties and location of the objects that you are searching for.

Creating Views in M-Files | The Smarter Way To Work

This video shows you step-by-step, how you can create your own views in M-Files. Views are like saved searches. They allow you to find and organize items by common metadata and creating a view is mostly about telling what sort of documents you want to see. 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.

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.

Jira Work Management Monthly Minute: November 2022 | Atlassian

Get the latest Jira Work Management updates in our Monthly Minute. Now you can drag and drop unscheduled tasks into the Calendar view and expand or collapse tasks in the List view. Plus, check out the Jira Work Management Chrome extension. Jira Work Management makes it easy for business teams to collaborate, align, and deliver work, all in one place.

Grouping Information in M-Files | The Smarter Way To Work

In this video, we cover the different ways of grouping related information together in M-Files. There are multiple ways you can group and bundle information together, so that information is easier to find and understand. For instance, Views: Views allow you to save frequently used searches and define grouping levels. 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.

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.