Make Xero Do the Work for You with Automatic Repeating Invoices

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Get Shift Done: Tips and Tricks

via Logan Ingalls, Flickr

While accounting can be a repetitive, time-consuming function, you may be making more work for yourself than need be. With just a few minutes of your time, and the magic of Xero, you can teach your accounting software to do much of your recurring work for you all on its own. Here’s how to set up automatic repeating invoices in Xero!

After you’ve logged into your Xero dashboard, click on the Sales button under the Accounts tab at the top of your screen:

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Evernote Gets Crufty — Use Advanced Search to Get Through It All

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Get Shift Done: Tips and Tricks

Instead of searching through hundreds of saved notes, you can find what you’re looking for more easily by using Evernote’s search filters.


In the example below, I’m looking for a proposal letter I started and would like to finish. First I do a general search on the word proposal which returns 81 notes:

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How to Start a BlueJeans Meeting Using Slack

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Get Shift Done: Tips and Tricks

Using your BlueJeans web conferencing account in conjunction with your Slack account can create a business simpatico. Here’s how to mesh the two together into one symphony of easy-ness.

Integrate BlueJeans with Slack

All you need to do to integrate the two is to type /bluejeans in any Slack channel or direct message.


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How to Avoid Being a Slacker, Create Great Social Media Graphics, and Be Persuasive

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Get Shift Done: Tips and Tricks

Get Shift Done Weekly Roundup: Thursday, January 12, 2017

7 Slack Tips That’ll Keep You From Being a Slacker at Work (Yeah, We Went There)


Slack has become a hub for the modern workforce, the go-to tool to Get Shift Done. There’s a lot more to Slack than you might realize, though, and we’ve been helping our readers get most out of it to be more productive in their day-to-day work. Click here for a roundup of our top 7 articles about Slack from the past few months.


Try These Top GSD Tips

How to Create Attention-Grabbing Social Media Graphics Using Adobe Spark Post

A great new online tools for creating cool attention-grabbing graphics for social media is Adobe Spark Post — and it’s free to use. Here’s how it works — and how easy it is to create a graphic suitable for sharing on social media.

Your Boss is Wrong? Here’s How to Tell Them Without Getting Fired

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Your Boss Doesn’t Care About Smartsheet — But She Might Care About This Feature

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Get Shift Done: Tips and Tricks

Source: Smartsheet

Smartsheet is an online application that allows users to collaborate and organize projects and task lists. It avoids the issues that arise from multiple versions of spreadsheets, confounded by long email threads in which no one knows which data is current. Instead, Smartsheet makes it easy to keep track of tasks through a simple (or not so simple) to-do list.

Yet despite Smartsheet’s capabilities, teams can load up their sheets with an abundance of information and tracking points. Most bosses don’t have time to dig through everything their teams created; they want a high level view of a project’s progress. The boss just needs the basics of the completed work.

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9 Google Docs Tips You’ve Probably Never Heard Of

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Get Shift Done: Tips and Tricks

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Google Docs is a powerful tool that enables users to write from anywhere, collaborate in real time, and ensure their work is always saved and backed up.

All for free.

Most users, however, barely scrape the surface of what’s possible with Google Docs. In Get Shift Done, we’ve been revealing little-known tips & tricks for getting the most out of Docs, and in this post we’ll share the 9 stories our readers loved the most.

1. How to Get Google Docs, and Other Apps, to Read to You

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Compose Gmails With One Click

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Get Shift Done: Tips and Tricks

When you’re heads-down working and want to avoid the distraction of your incoming email, you can use this tip to send outgoing emails without entering your inbox. The trick: create a browser bookmark that takes you directly to Gmail’s “Compose Email” window without first passing through your inbox.


  1. Start by copying this link: https://mail.google.com/mail/u/0/?view=cm&fs=1&tf=1&source=mailto&to=add-addresses@gmail.com
  2. Next paste the copied link into the your browser’s address bar (1).
  3. Then, hit the enter or return key and it will open the Compose Email page.
  4. Finally, add that compose page as a bookmark. To do so in Chrome, click the little “add bookmark” star at the far right of the address bar (2). You can see that I have mine on the main bookmark bar (3) for easy access:


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Dropbox Messing With Your Local Storage Limits? We Got a Fix For That.

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Get Shift Done: Tips and Tricks


Are you unable to sync all your files stored in Dropbox because you’re running out of space on your hard drive? Even if you are getting ominous warning messages, you aren’t stuck. By exercising more control over what you sync, you can ensure a future free of storage space issues.

When you install Dropbox, the application creates folders on your local hard drive that mirror what is stored on your Dropbox.com account. If you add files to your local Dropbox folders, they are automatically uploaded to your online folders. Likewise, if you add files or folders via the web browser or mobile app, they are downloaded — or synchronized — to your local disk. While this Dropbox feature is fantastic for keeping files globally accessible, problems can arise when you run out of online space or local hard drive space.

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7 Slack Tips That’ll Keep You From Being a Slacker at Work (Yeah, We Went There)

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Get Shift Done: Tips and Tricks

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Slack has become a hub for the modern workforce, the go-to tool to Get Shift Done. There’s a lot more to Slack than you might realize, though, and we’ve been helping our readers get most out of it to be more productive in their day-to-day work. Here’s a roundup of our top 7 articles about Slack from the past few months:

1. Use Slack’s Advanced Search to Find Lost Files, URLs, or the Terrible Jokes None of Your Coworkers Truly Appreciate

In Slack, important messages and files can quickly be lost in a sea of emojis. Don’t waste your time scrolling into past conversations — take advantage of the advanced search feature, a time-saving tool with some hidden tricks.

2. Use PomBot for Slack to Co-ordinate Short Sprints with Your Remote Colleagues

The Pomodoro Technique is an effective and increasingly popular way to manage time and work productively. It’s hard to do, though, if you want to do it with others, or are working remotely. That’s where PomBot comes in, a great tool to set up short work sprints with your colleagues and then show what you’ve done.

3. These Two Slack Shortcuts Will Turn You Into a Keyboard Samurai

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Nix Paper Trails by Turning Off This Option in DocuSign

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Get Shift Done: Tips and Tricks

If you have a sensitive document that needs to be signed through DocuSign, you may not want paper copies sitting in your recipient’s fax machine where just anyone can see it. To avoid that from happening, you can turn off the faxing option.

From the Administration screen go to the Signing and Sending menu on the left side of the screen and click on Sending Settings.


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