Teams | Collaboration | Customer Service | Project Management

How To Use Views in M-Files

This video introduces you to views. Views are saved searches. When you click a view, you tell M-Files what you'd like to see based on metadata criteria Creating views is largely based on specifying the metadata used for searching and categorizing documents. Browsing and access documents through views make up a heavy part of using M-Files every day. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.

How To Use the Quick Search Functionality in M-Files

This video explains how you can find your documents easily using Quick Search. Quick Search looks for objects that contain the search word in the file contents or metadata. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application. Other Helpful Resources.

Unlocking Zendesk: Save time with placeholders

Your support team spends way too much time typing customer names, ticket numbers, and agent details into every response. Zendesk placeholders can fix this. In this video, we show you how to use dynamic fields that automatically pull live data into your macros, triggers, automations, and email templates. Your responses stay personal without the repetitive work.

Product insights exchange on Action Builder

On August 6, the Zendesk team hosted another engaging session of the Product Insights Exchange series. The team introduced Action Builder, a powerful low-code tool designed to help customer service teams automate complex workflows without heavy coding. With hundreds of early adopters already onboard, the session focused on data transformation, testing and monitoring, connectors, and reporting. Please grab your favorite beverage, relax and enjoy this insightful session.

Manage Marketing Campaigns with Teamwork Collection | Apps for Business Teams | Atlassian

Discover how to plan, execute, track, and measure marketing campaigns using Atlassian’s Teamwork Collection (Confluence, Jira, Loom, and Rovo). Get tips for aligning teams, tracking dates, and ensuring visibility into campaign activities. About Atlassian: Behind every great human achievement, there is a team. From medicine and space travel to disaster response and pizza deliveries, we help teams all over the planet advance humanity through the power of software. Our mission is to help unleash the potential of every team.

How To Plan & Manage Successful Events with Teamwork Collection | For Business Teams | Atlassian

Learn how Atlassian's Teamwork Collection (Confluence, Jira, Loom, Rovo) can help you plan and deliver memorable events. From task tracking to real-time collaboration, see how to keep your team aligned and your events on schedule. Get started by creating a Jira project for your next event using this pre-existing template.