One under-used feature of Evernote is templates. Here’s a way you can use a template, complete with checkboxes, to make sure your sales team uses the correct workflow when ‘closing’ a customer. By assuring nothing is missed, you’ll avoid both the time and frustration of having to go back for items that slipped through the cracks.
First, let’s get set up:
1. Create a new notebook in Evernote. Call it Templates.
Executives and clients often like to see a visualization of the numbers you are presenting, and they certainly can help tell your story clearly.
Google documents can include a chart to best illustrate what you are trying to say. However, a simple copy from a Google Spreadsheet and a paste into your Google Doc doesn’t work; at a minimum you have few controls over the display. The import feature from Google Sheets to a Google Doc is a better way to go.
The first step is to create a chart in the Google spreadsheet. After selecting the data to display, click the “Insert” menu item and choose “Chart.” Google shows a list of options; play around with your data and chart types to discover which chart works best for your purpose. In other words: Customize the chart (and its colorfulness) in Google Sheets, not in Google Docs.
For the majority of Slack users, the messaging app is a quick-moving torrent of information. Critical memos, links and files can easily disappear among endless channels of competing messages from team members.
Thankfully, Slack has some seriously beefy search tools — granted you know how to access them. And while Slack has made some of these search tips more transparent as the service has grown in popularity, a slew of secret search tricks remain hidden. But that changes today!
Let’s be real: email isn’t going anywhere in the near future. That means the ability to integrate your inbox with the online solutions you use everyday is more important than ever.
The good news? Asana knows this, and has given you the ability to do just that. Even better, they’ve automated the process of adding a task to Asana via email. In this post we’ll look specifically at how to do this with Outlook, but you can also do this with Google mail.
You may not have heard of the online video meeting utility called Zoom.us; it’s not a big name like Skype, Hangout, or GoToMeeting. But in my experience, when it comes to hosting and recording remote video conversations, Zoom is the only freebie (as in zero cost) that has good video recording built-in. It’s the easiest video chat recorder to use, too — no matter how much you spend.
To start with Zoom, create a login and log in. You’re prompted to download the Zoom app for your desktop or mobile OS. Don’t worry about compatibility; it sends you the right one automatically. The instructions are obvious; you should be able to figure them out with no hand-holding, as long as you haven’t muted your webcam and headset (or speakers and microphone). In only a few minutes, you see your own smiling face on the screen.
If you do any travel for work, manage a team, bring in lunch, heck, even buy paper clips and pens, at some point you’ll be filling out an expense report. And, if you’re anything like me, chances are you’ll remember to add your receipts only after you’ve finished your expense report.
But don’t panic! If you’re using Xero, you can still add that receipt to a saved claim.
A quick note here on terminology. What I call an Expense Report, Xero calls an Expense Claim. This may be a U.S. to New Zealand language thing (Xero was founded in NZ). But if you’re used to the term Expense Report, don’t worry — we’re talking about the same thing here.
Google Spreadsheets can be mundane to look at, with all those numbers just sitting there staring at you in black and white. It’s easy to fall into a vortex of numbers determining what number goes where, totals, what needs to be done, dates, and so on.
How to keep it all straight? Just as with text documents, color and formatting are your friends; conditional formatting makes it easy.