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4 Steps to Balance Multiple Roles (& How to Prioritize Your Work on a Small Team)

  • Post published:November 18, 2022
  • Post category:Beginner Workflows
  • Reading time:8 mins read

If you work on a small team, your job most likely forces you to figure out how to balance multiple roles. But without any guidance on how to do so,…

Continue Reading4 Steps to Balance Multiple Roles (& How to Prioritize Your Work on a Small Team)

SmartSuite Tour for Beginners: How to Use Solutions, Apps, & Records

  • Post published:November 16, 2022
  • Post category:Beginner SmartSuite
  • Reading time:8 mins read

If you've been searching for a beginner tour of SmartSuite, you've come to the right place! In this beginner SmartSuite tutorial, we'll provide an overview of how to use SmartSuite…

Continue ReadingSmartSuite Tour for Beginners: How to Use Solutions, Apps, & Records

How to Use Monday.com Item Terminology

  • Post published:November 11, 2022
  • Post category:Beginner Documentation
  • Reading time:5 mins read

Wondering how to use Monday.com's Item Terminology feature? With this standout feature, we can be much more flexible in Monday when defining our data compared to its competitors. In this…

Continue ReadingHow to Use Monday.com Item Terminology

Is SmartSuite the Best Work Management Software for your business? (3 Features to Help You Decide)

  • Post published:November 4, 2022
  • Post category:Beginner SmartSuite
  • Reading time:8 mins read

Is SmartSuite the best work management software for you? If you're looking for a tool to organize your tasks, projects, and CRM -- we recommend keeping your eye on SmartSuite.…

Continue ReadingIs SmartSuite the Best Work Management Software for your business? (3 Features to Help You Decide)

ClickUp vs. SmartSuite: Detailed Review of the Best Features, Pricing, & Design

  • Post published:November 4, 2022
  • Post category:Beginner ClickUp/Beginner SmartSuite
  • Reading time:16 mins read

ClickUp vs. SmartSuite: which work management tool is better? In this video, we compare work management giant ClickUp to newcomer SmartSuite for an in-depth review of the best features, support…

Continue ReadingClickUp vs. SmartSuite: Detailed Review of the Best Features, Pricing, & Design

KPI vs. OKR: What’s the difference for small business?

  • Post published:October 28, 2022
  • Post category:Beginner Documentation
  • Reading time:5 mins read

KPI vs. OKR: two acronyms that every leader should know. Small businesses use KPIs and OKRs to make informed decisions based on data, so it's no surprise these two concepts…

Continue ReadingKPI vs. OKR: What’s the difference for small business?

#1 Way to Create Recurring Tasks in Monday.com (Beginner Tutorial)

  • Post published:October 21, 2022
  • Post category:Beginner Workflows
  • Reading time:14 mins read

Searching for the best way to create recurring tasks in Monday.com? This beginner tutorial walkthrough shows you just that! In this video, we're breaking down six paths that allow users…

Continue Reading#1 Way to Create Recurring Tasks in Monday.com (Beginner Tutorial)

5 ClickUp Dashboard MISTAKES (+ easy fixes for beginners!)

  • Post published:October 14, 2022
  • Post category:Beginner ClickUp
  • Reading time:7 mins read

Too often, we see our clients making the same ClickUp Dashboard mistakes. These mistakes typically result in lost time, energy, and productivity. That's why we decided to share which ClickUp…

Continue Reading5 ClickUp Dashboard MISTAKES (+ easy fixes for beginners!)

Build a PRETTY Client Portal in ClickUp + 5 Mistakes to Avoid

  • Post published:October 7, 2022
  • Post category:Beginner ClickUp
  • Reading time:11 mins read

Do you wish you had an aesthetically-pleasing ClickUp Dashboard to share with your clients and go that extra mile for them? We're showing you how to build a visually appealing…

Continue ReadingBuild a PRETTY Client Portal in ClickUp + 5 Mistakes to Avoid

How to Integrate Airtable and ClickUp (Beginner Zapier Tutorial)

  • Post published:September 30, 2022
  • Post category:Advanced ClickUp
  • Reading time:17 mins read

Is an Airtable and ClickUp Integration possible? If you've glanced at both ClickUp and Airtable's integration pages, you'll notice these apps do not natively integrate. Luckily, third-party apps exist to…

Continue ReadingHow to Integrate Airtable and ClickUp (Beginner Zapier Tutorial)
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