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... Leia mais
Esta pergunta se aplica a uma planilha de acesso público contendo nomes de contas e status tanto para gerentes de contas quanto para representantes de atendimento ao cliente.
Observações e diferentes informações que você pode juntar às tarefas ajudam você a entender o que está acontecendo, para que não precise discutir assuntos com seus colegas individualmente. Todos os dados estão bem ali. À medida que tarefas e subtarefas são concluídas, seu histórico e tudo o que... Leia mais
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... Leia mais
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... Leia mais
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... Leia mais
Temos dificuldades em integrar novos membros da equipe no Trello e garantir que ele continue sendo usado e lembrado por eles. Como podemos construir o valor e o conhecimento de uso do Trello em uma única sessão de treinamento?
Eu atribuo tarefas e lembretes para mim mesmo, às vezes os defino para um dia e HORA específicos. No entanto, não recebo notificações para esses (apenas no e-mail diário que recebo do Asana). Gostaria de receber notificações, assim como quando outra pessoa me atribui uma tarefa.
Já apaguei algumas coisas na minha caixa de entrada antes e desejei não ter feito isso porque trato minha caixa de entrada como minha lista de tarefas diárias... Eu sei que existem quadros... mas adoro usar minha caixa de entrada por algum motivo. Deixe-me saber se isso faz sentido/se você tem... Leia mais
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... Leia mais
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.
Por exemplo: adicionar cores, fontes, tamanho das células para relatórios que podem ser editados, aumentar mais ferramentas para usar antes de exportar para o 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: Leia mais
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,... Leia mais