In this video, I explain how and why I use iCloud Drive, Dropbox and Google Drive for different purposes. In short, iCloud Drive is my primary document storage solution. I use Dropbox and Google Drive […]
All posts tagged Video
In this video, I explain how I use Alfred to be more efficient on the Mac.
Can you use Pipedrive for project management? This is a question I get all the time. The short answer is – It depends… Yes – If you want to keep your entire process within one […]
A lot of Asana users get overwhelmed by the inbox and end up missing important notifications and comments from their teammates. In this video, I share some tips on how to use the inbox better […]
What are custom values? When should you use custom values in Zapier? That’s what I’m explaining in this video. Custom values are used in action steps to to tell Zapier what object (e.g. task, contact, […]
If you use Asana and Slack, WHEN and HOW do you use Slack or Asana? What’s the rule or best practice to follow? That’s what I’m talking about in todays video.
One question I get a lot is, “how can you change the automatic name that Pipedrive assigns to a deal”. While we can’t change this in the settings, we can auto-rename deal title using automation […]
In this video, I show you have I’ve created a “master” timeline in Asana consisting of tasks and milestones from other projects. This allows me to create a high-level view of the work I’m doing […]
In this video, I explain the main Pipedrive reports and the considerations you need to make when you set up and use Pipedrive on a daily basis. Key takeaways: 1. Make sure you use and […]
In this video I show you all the different email options in Pipedrive: 1. Sending an email directly from a deal page using templates. 2. Sending bulk emails to up to 100 contacts. 3. Using […]