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Hacks & Tricks
Introduction
Welcome to our Hacks & Tricks course! (0:57)
Getting to know you
Automation
How to clear fields with Automation (2:46)
Checking why a card was not moved by an automation (3:26)
Creating connected cards with Automation (4:37)
Bulk delete via Recurring Activity Automation (3:06)
How to send reminder email days before deadline (using Recurrent Activity and Email Templates) (1:57)
Email automation with deadlines (4:17)
Bulk actions
How to update cards in bulk (3:06)
How to update database entries in bulk (1:36)
How to delete cards in bulk (1:57)
How to delete database entries in bulk (1:35)
How to move cards in bulk (2:19)
Process enhancement
How to add iFrame to process phases (4:26)
How to add a link or image in the description (1:56)
How to have prefilled information in forms (3:05)
How to "lock" the initial form (2:07)
How to put the link of a public phase form in an email template (5:18)
Problem solving
How to solve Code 401 (4:19)
Data import
Preparing your spreadsheet (4:21)
Importing data to a pipe (2:02)
Importing data to a database (2:17)
Managing data
How to duplicate reports (1:57)
Bringing database entries' data to the pipe for Report visibility (4:08)
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How to send reminder email days before deadline (using Recurrent Activity and Email Templates)
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