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.

6 steps to implement Zendesk WFM - Step 3: Track performance with real-time and historical reporting

Master Zendesk Workforce Management (WFM) in this in-depth onboarding video designed to help you unlock the full potential of your support operations. In this video, you’ll learn how to: Integrate Zendesk WFM with your existing tools Apply industry best practices to optimize your workforce Empower your team to achieve WFM excellence What you’ll be able to do after this session: Track real-time agent activity status Monitor attendance in real time Measure Workstream performance using Dashboards Report on agent activity, attendance, and performance.

6 steps to implement Zendesk WFM - Step 2: Organize your work streams and tasks

Get started with Zendesk Workforce Management (WFM) in this in-depth onboarding video and Q&A, designed to help you master the tools that are transforming customer support. In this session, you’ll learn how to: Integrate Zendesk WFM with your existing tools Implement WFM best practices Empower your team to achieve WFM excellence What you’ll learn: Create Workstreams Create general tasks Validate tasks using the Agent Activity feature Set up Automation.

6 steps to implement Zendesk WFM | Step 1: Plan your setup

Get started with Zendesk Workforce Management (WFM) in this comprehensive onboarding session designed to help you streamline and optimize your customer support operations. In this video, you'll learn how to: Confirm WFM is successfully activated Manage and customize user access Create Teams and assign tailored Roles Monitor agents in real time with tracking tools Each topic includes a live demo to walk you through the key features and workflows, so you can confidently apply what you learn directly in your own Zendesk account.

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.

How To Collaborate with External Agencies | For Business Teams | Atlassian

Discover how marketing teams can seamlessly collaborate with agencies using Jira. Learn how to align on strategy, track deliverables, and ensure everyone stays on the same page – no matter where they work. 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 Simplify Work Intake With Jira | For Business Teams | Atlassian

Learn how to streamline work intake and request management with Jira. See how forms, automation, and clear workflows help teams capture, triage, and prioritize requests efficiently. 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.