Teams | Collaboration | Customer Service | Project Management

How To Save Information in M-Files

This video is all about how you can save to M-Files. Whenever you save a document to M-Files, you use metadata to tell the system what the document is and what it relates to. When using M-Files, you no longer save documents in a single folder. Rather, you save your documents to the M-Files drive (which can be found on your computer like any other drive). You do not need to specify any other location than the document vault, as M-Files locates the document in the correct views on the basis of the metadata you define in the metadata card.

How Brainwriting Makes Team Ideas Even Better!

Learn how to facilitate powerful brainwriting sessions in Miro that generate more diverse ideas than traditional brainstorming. Perfect for teams who want everyone to contribute equally! Brainwriting creates space for quieter team members to contribute and prevents meetings from being dominated by the loudest voices. Watch how ideas evolve as team members build on each other's thinking! TIMESTAMPS.

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.

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.