Teams | Collaboration | Customer Service | Project Management

Latest Videos

OneDesk - Summary Cards

Learn how you can view your users' and customers' summary cards to access their full profiles or start a conversation. 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.

OneDesk - User and Teams

Learn how you can organize your users into specific teams in OneDesk 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.

What is StartingPoint and How We Help Service-Based Companies and Teams

Companies lose more than $75 billion per year due to poor customer service and low customer satisfaction. StartingPoint is the solution for service-based businesses between 2 to 30 employees to solve the challenges in client engagement and customer service. Developed with AWS and IBM Cloud, StartingPoint is the solution for service-based companies and teams. Industries we can specifically assist are accountants, bookkeepers, CPAs, real estate brokers, mortgage lending brokers, independent insurance agents, consulting firms, and business managers.

Nifty Tutorial: Task Management

Bring order to your team’s workflow with Nifty Tasks! Tasks can be as simple as a do-item, or a fully rigged out journeys with a description, a due date assigned subtasks, and attached files & docs. Additionally, tasks have a collaborative comment section to consolidate feedback. If you’d like to keep this task private from project Guests, Members, or Admins, simply hit the Hide Task button! And don’t forget to tie a task to a Milestone to automate milestone progress tracking and the impact on greater project objectives!

Enabling the Remote Workplace with M-Files: Valeo Financial Advisors

The world changed in 2020. Companies face a new reality where work is done from kitchen tables, spare bedrooms and home offices. Remote work went from a nice perk to a mandatory directive. Future-proof your business by enabling secure access to documents and information while minimizing risk with M-Files. M-Files ensures the efficiency and productivity of your team, no matter where they are - their home, the hotel, the office, the airport, a coffee shop... anywhere.

Visualize your progress with Board View in Teamwork

Visualize your progress with Board View in Teamwork to see the flow of tasks and activities -- so that anyone can see how a project is progressing at a glance With lots of tasks and activities, it can be difficult to see project progress. Visualize it, with Board view in Teamwork and at a glance, see how your project is progressing. See who’s working on what, how each task is progressing,and with customizable tags it’s easy to see how each task fits into the project’s ecosystem — and how they contribute to the big picture.

DevOps Collaboration for Remote Teams

As many teams scramble to adopt remote work, many DevOps teams are turning to messaging and integrated workflows to collaborate effectively. But how can remote teams use messaging effectively? How can you use messaging in conjunction with other collaboration tools? We’ll show you how you can use a collaboration platform like Mattermost to make the most of popular tools like the Atlassian suite and improve the workflow of your remote teams. We’ll also talk about our experiences as a remote-first company and how our team moves quickly and stays in sync.