We've had to write up our own SOP to train not just our employees but also clients on how to best use TW with us. This took quite some time and quite a few years of experience and understanding. So I'm just wondering if we actually got it right or if we're still missing things. We get a lot of... Lire la suite
Cette question s'applique à une feuille accessible au public contenant les noms de compte et les statuts pour les gestionnaires de compte et les représentants du service client.
Les remarques et les différentes informations que vous pouvez joindre aux tâches vous aident à comprendre ce qui se passe, de sorte que vous n'avez pas besoin de discuter des questions avec vos collègues individuellement. Toutes les données sont là. Au fur et à mesure que les tâches et les... Lire la suite
Right now when you upload an excel document you only see the first tab or the tab you choose in Smartsheet and then the remaining tabs from the document have to be uploaded separately. Will there be a feature that allows an upload of an excel sheet and view all tabs on one single smartsheet?
From a sales perspective, trying to paint a consolidated picture from disparate systems around engagement, business development, activity, history, and pipeline - granular enough to provide account-level visualization, but also applicable to filter by industry, persona, etc.
I am working on a project that has five separate sub-projects. I would like the Smartsheet sheets for each of the five sub-projects to automatically roll up to the master project sheet, which then rolls up to an overall project dashboard. I'm currently using the Smartsheet Project Tracking and... Lire la suite
Du côté du projet, nous utilisons une approche agile avec des tableaux Kanban, mais je ne suis pas sûr de la manière dont nous devrions l'utiliser pour nos opérations quotidiennes.
I like to use ClickUp to store important resources and enjoy using custom fields available for tasks, but this information is not always a task. I could use a table as an attachment, but I wouldn't be able to use the custom fields or link it to a project. My only frustration is that when I... Lire la suite
This team task management tool gives you more features than most but somehow manages to keep the user interface intuitive. Get your entire task is done on a single platform - ClickUp. This incredible productivity software is a lifeline for the business that struggle to achieve goals but lack the... Lire la suite
Nous avons des difficultés à intégrer de nouveaux membres d'équipe sur Trello et à nous assurer qu'il reste utilisé et qu'ils s'en souviennent. Comment pouvons-nous développer la valeur et la connaissance de l'utilisation de Trello au cours d'une seule session de formation ?
Je m'assigne des tâches et des rappels, parfois je les fixe pour un jour et une heure spécifiques. Cependant, je ne reçois pas de notifications pour ceux-ci (seulement dans l'email quotidien que je reçois d'Asana). J'aimerais recevoir des notifications, tout comme lorsque quelqu'un d'autre... Lire la suite
J'ai déjà supprimé des choses dans ma boîte de réception et je l'ai regretté parce que je traite ma boîte de réception comme ma liste de tâches quotidienne... Je sais que les tableaux existent... mais j'aime utiliser ma boîte de réception pour une raison quelconque. Faites-moi savoir si cela a... Lire la suite
We currently have a parent project, followed by sub-projects which are organized in stagegate folders. I would like to be able to filter my table view to ONLY see active projects (exclude folders).
What was the motto or the idea behind the development of this software?
What were the technical languages and platforms used to develop the software and the applications?
What is the best way we can make maximum use of the software
I would like to know if there will ever be a chance that ClickUp will have a personal assistant feature that will help me complete my tasks, or give an analysis of my monthly, weekly, and daily performance. It would be amazing if the AI can provide feedback on how I should improve myself both... Lire la suite
Trying to decide a cost/ROI as we are on a tight budget and can't commit to something that won't serve us the way we think it will. There is no lengthly trial for "integrate" so we don't know just how useful it will be.
Par exemple : ajouter des couleurs, des polices, la taille des cellules pour les rapports qui peuvent être modifiés, augmenter le nombre d'outils à utiliser avant d'exporter vers Excel.
Often there are formatting discrepancies when pasting, especially when highlighting and replacing words, and also with words merging together when pasting in grids
Zettelkasten method is a note-taking method developed by Niklas Luhmann that is generally academics prefer. There is a digital version of over 90.000 indexes and notes: Lire la suite
Are there clinics that have used Monday.com specifically for project management? If so, in what ways? Was it successful? It seems as though Monday.com has many templates for other businesses that have used the project management platform. There aren't any templates for healthcare specifically,... Lire la suite