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SMV Virtual Consulting
United States
เข้าร่วมเมื่อ 3 เม.ย. 2019
Welcome to SMV Virtual Consulting's TH-cam channel! 🌟
We’re excited to share our passion for no-code systems. As specialists, we’ve empowered hundreds of businesses globally by implementing and optimizing their systems. Join our expert consultants-Shannon Vincent, Dani Gormley, and Jessica Pena-as we explore ClickUp, Airtable, SmartSuite, Softr, Noloco, Hive, Asana, Monday.com, Zapier, and Make.
Our team holds certifications from nine leading no-code tools, ensuring you receive tailored guidance. Whether you’re looking for insightful tutorials or practical tips to enhance your workflow, our channel is your ultimate resource for no-code solutions.
Subscribe for insights and advice to unlock the full potential of no-code tools. Your support means the world to us-like, subscribe, and hit the bell for updates!
#NoCode #WorkflowOptimization #BusinessEfficiency #SMVVirtualConsulting
We’re excited to share our passion for no-code systems. As specialists, we’ve empowered hundreds of businesses globally by implementing and optimizing their systems. Join our expert consultants-Shannon Vincent, Dani Gormley, and Jessica Pena-as we explore ClickUp, Airtable, SmartSuite, Softr, Noloco, Hive, Asana, Monday.com, Zapier, and Make.
Our team holds certifications from nine leading no-code tools, ensuring you receive tailored guidance. Whether you’re looking for insightful tutorials or practical tips to enhance your workflow, our channel is your ultimate resource for no-code solutions.
Subscribe for insights and advice to unlock the full potential of no-code tools. Your support means the world to us-like, subscribe, and hit the bell for updates!
#NoCode #WorkflowOptimization #BusinessEfficiency #SMVVirtualConsulting
We Tried, (And LOVED), The New ClickUp Chat Feature
Discover the power of ClickUp Chat, the new feature that's changing the game for team communication and project management. In this video, Dani from SMV Virtual Consulting walks you through how ClickUp Chat seamlessly combines your communication, tasks, and projects in one place.
Learn how to create channels, manage tasks, use AI-powered suggestions, and more. Say goodbye to juggling multiple apps and hello to streamlined productivity with ClickUp Chat!
0:00 Introduction
0:49 New ClickUp Chat overview
1:30 Creating channels and linking tasks
1:58 Using replies and posts
2:32 Follow-ups and task management
3:26 AI-powered suggestions
3:38 ClickUp slash commands
4:45 Managing notifications
4:59 Outro
Don't forget to like and subscribe for more SmartSuite tips and tutorials!
🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹
📞 Contact Us: smvvirtual.com/contact/
📅 Book a Free Discovery Call: smvvirtual.com/book-a-discove...
🌐 Learn More About SMV Virtual Consulting: smvvirtual.com/about/
🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹
#ClickUpChat #ProjectManagement #TeamCommunication #Productivity #WorkflowOptimization #CollaborationTools #TaskManagement #AIProductivity #RemoteWork #BusinessEfficiency
Learn how to create channels, manage tasks, use AI-powered suggestions, and more. Say goodbye to juggling multiple apps and hello to streamlined productivity with ClickUp Chat!
0:00 Introduction
0:49 New ClickUp Chat overview
1:30 Creating channels and linking tasks
1:58 Using replies and posts
2:32 Follow-ups and task management
3:26 AI-powered suggestions
3:38 ClickUp slash commands
4:45 Managing notifications
4:59 Outro
Don't forget to like and subscribe for more SmartSuite tips and tutorials!
🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹
📞 Contact Us: smvvirtual.com/contact/
📅 Book a Free Discovery Call: smvvirtual.com/book-a-discove...
🌐 Learn More About SMV Virtual Consulting: smvvirtual.com/about/
🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹🔹
#ClickUpChat #ProjectManagement #TeamCommunication #Productivity #WorkflowOptimization #CollaborationTools #TaskManagement #AIProductivity #RemoteWork #BusinessEfficiency
มุมมอง: 312
วีดีโอ
Airtable Interface: How to Use Confirmation Modules
มุมมอง 63521 วันที่ผ่านมา
Discover the power of using confirmation modules for interface buttons. This feature can dramatically reduce errors and boost efficiency by preventing unintended actions in your workflows. Follow along as we walk through a practical example involving a property management workflow, and see how confirmation modules can add a safeguard to your processes. Timestamps: 0:00 - Introduction 0:11 - Why...
Airtable's Latest FEATURE, Overview Pages for Your Interfaces!
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Discover Airtable's game-changing new feature: Overview Pages for Interfaces! In this video, we dive deep into how this powerful tool can revolutionize your workflow and enhance your team's productivity. Learn how to: • Create a centralized landing page for your Airtable interfaces • Customize your Overview Page with eye-catching cover images and logos • Organize multiple interface pages for ea...
How To Revolutionize Your Workflow in Minutes with SmartSuite Dashboards!
มุมมอง 716หลายเดือนก่อน
Discover the power of SmartSuite's latest dashboard features in this comprehensive tutorial! We'll explore how these new tools are transforming no-code application development and enhancing data visualization. In this video, you'll learn how to: • Create dynamic, interactive dashboards using new widgets • Customize layouts with Hero Widgets and action buttons • Set up Record Selectors and Recor...
Merge Records Automatically with SmartSuite - Save Hours of Manual Work!
มุมมอง 654หลายเดือนก่อน
Hi, everyone! I'm Dani, a no-code consultant at SMV Virtual Consulting, and today I'm excited to show you how to set up conditional record sections in SmartSuite. In this video, I'll guide you through creating conditions in page settings that will help you control your sections' visibility. We'll cover how to structure your sections, set up conditions, and customize the layout to enhance your a...
How to do a Two-Way Sync in Airtable!
มุมมอง 8362 หลายเดือนก่อน
Hi everyone! I'm Dani from SMV Virtual Consulting, and today I'm excited to show you how to set up two-way syncing in Airtable. Two-way syncing is a powerful feature that allows teams to edit records across multiple bases while maintaining a single source of truth. This is especially valuable in today's hybrid work environments, as it prevents data silos and ensures everyone has access to the m...
Don't Miss Out on Setting Conditional Record Sections Like a Pro
มุมมอง 302 หลายเดือนก่อน
Hi, everyone! I’m Dani, a no-code consultant at SMV Virtual Consulting, and today I’m excited to show you how to set up conditional record sections in SmartSuite. In this video, I’ll guide you through creating conditions in page settings that will help you control your sections’ visibility. Explore more about how wew can help you with your no-code solutions and book a discovery call: 📞 Contact ...
Boost Your Workflow with Conditional Record Sections in SmartSuite!
มุมมอง 842 หลายเดือนก่อน
Hi, everyone! I'm Dani, a no-code consultant at SMV Virtual Consulting, and today I'm excited to show you how to set up conditional record sections in SmartSuite. In this video, I'll guide you through creating conditions in page settings that will help you control your sections' visibility. We'll cover how to structure your sections, set up conditions, and customize the layout to enhance your a...
🧠 Getting Started with ClickUp Brain ✨ (ClickUp AI)
มุมมอง 1.3K2 หลายเดือนก่อน
Hi Everyone, i'm Jess, are you ready to boost your productivity with ClickUp Brain? In this video i go over how to get started using ClickUp Brain to streamline your tasks and projects effortlessly. Say goodbye to clutter and hello to clarity! 🧠✨ Explore more no-code solutions and book a discovery call: 📞 Contact Us: smvvirtual.com/contact/ 📅 Book a Free Discovery Call: smvvirtual.com/book-a-di...
Smartsuite: The Document Designer You've Been Waiting For
มุมมอง 5053 หลายเดือนก่อน
Hi, everyone! I'm Dani, a no-code consultant at SMV Virtual Consulting, and today I'm excited to show you how to use the Doc Designer in SmartSuite to create custom documents based on a single record. In this video, I'll walk you through designing a template for a certificate of completion for an HR portal. We'll cover everything from designing the layout, adding fields, and customizing the doc...
Airtable Finally Lets You Share Interfaces Publicly
มุมมอง 1.8K3 หลายเดือนก่อน
Hi, everyone! I'm Dani, a no-code consultant at SMV Virtual Consulting, where we help you navigate no-code solutions in the real world. Today, I'm excited to introduce a fantastic new feature from Airtable that allows you to share interfaces publicly. Whether you're in education, business, or any other field, this feature makes sharing data with external users seamless and efficient. In this vi...
Responding to Your Questions: Workaround for editing a linked record in FillOut.
มุมมอง 1433 หลายเดือนก่อน
Welcome back to our channel! I'm Dani, a no-code consultant at SMV Virtual Consulting, and today I'm addressing a question from our viewers that they left for us in the comment section. In this video, we'll explore a workaround for editing linked records in Fillout forms, a feature not natively supported yet. Join me as I demonstrate a MacGyver-esque method to enable submitters to edit linked r...
Revolutionizing Data Entry: New Features in SmartSuite Forms
มุมมอง 3.6K3 หลายเดือนก่อน
Welcome to our latest tutorial on SmartSuite's new features in forms! I'm Dani, a no-code consultant at SMV Virtual Consulting, and I'm thrilled to guide you through the exciting updates that SmartSuite has introduced to their forms feature. In this video, you'll learn about the new capabilities that make SmartSuite forms even more powerful and user-friendly. We'll explore how to incorporate vi...
Single Select Output Revolutionizes Formula Fields!
มุมมอง 5144 หลายเดือนก่อน
Welcome to our tutorial on how to use the newest upgrade on Airtable: Formula to Single Select Field. In this video, we'll dive into the exciting new feature announced by Airtable, where you can now convert formula outputs directly into single select fields. This enhancement is particularly beneficial for creating more dynamic and interactive interfaces, but it can also be incredibly useful in ...
The Timesheets Update That Will Change Everything (For Admins)
มุมมอง 5084 หลายเดือนก่อน
The Timesheets Update That Will Change Everything (For Admins)
This AUTOMATION Changed My Workflow Forever!
มุมมอง 7185 หลายเดือนก่อน
This AUTOMATION Changed My Workflow Forever!
🔔 Exciting Update In ClickUp’s Reminders Feature!
มุมมอง 8186 หลายเดือนก่อน
🔔 Exciting Update In ClickUp’s Reminders Feature!
🎥Check Out ClickUp's New Clips Feature!🎬
มุมมอง 6177 หลายเดือนก่อน
🎥Check Out ClickUp's New Clips Feature!🎬
New Feature Alert! ClickUp Introduces Timesheets ⏱️
มุมมอง 2.2K8 หลายเดือนก่อน
New Feature Alert! ClickUp Introduces Timesheets ⏱️
What's New With ClickUp Automations for June 2023?
มุมมอง 196ปีที่แล้ว
What's New With ClickUp Automations for June 2023?
Master Record Template in Minutes with Airtable's New Feature!
มุมมอง 1.1Kปีที่แล้ว
Master Record Template in Minutes with Airtable's New Feature!
Can we 2 way sync a business workspace table with a free workspace table?
Two-way sync is only available on the Enterprise and Business plans, so it's not supported on free workspaces.
Thank you! Great, clear and concise content
Thanks for the tip; how do you prevent someone from changing their status and seeing interview scores?
You can set field-level permissions by right-clicking on the field title and going to field permissions, then setting who can view and edit these fields. Field permissions are only available on Professional and Enterprise plans. You can also use record sections to hide the interview scores as well.
How do you view the total hours for the month? I only have the weekly view.
Currently, the timesheets hub doesn't have this option, but you can use a timesheet widget in a dashboard to accomplish this.
Thanks for the video. Does it show a monthly view? I am looking for something to replace clockify
We're glad you enjoyed the video. The timesheet view in ClickUp currently lacks the ability to view monthly. However, you can utilize a dashboard for these purposes. The Timesheet dashboard card allows you to set and view timesheets on a monthly basis.
Thank you. This was helpful and you explained so clearly.
This combined with a fillout.com link would allow external users to also edit records without paying 45$ per editor to airtable.
Publicly shared interfaces are pretty new and do have some limitations. It would all depend on your specific use case. If you need additional support, we'd be happy to help. You can book a complimentary discovery call. smvvirtual.com/book-a-discovery-call-general/
What if there were 2 products in the sample category?
Thanks for your question. Unfortunately, this workaround would only work on an individual linked record. If you need external users to have the ability to modify more than one record at a time, you may want to consider a custom portal like Softr or Noloco.
Please make a video about workarounds so that submitters can edit linked records, not just adding, selecting and unselecting.
@@ElizabethGraham-nz5gbAt minute 14:30 of video th-cam.com/video/aCQqJs677JI/w-d-xo.htmlsi=DctFZwmq03gcEkuD, i found that this guy explains how to allow users to Edit Linked Child Records.
Hi @agoogleuser6937, we are working on a video to show a workaround for this… Stay tuned!
Hey @agoogleuser6937 Here is our video we just released answering your question. I hope it helps! th-cam.com/video/3DihgshYoVg/w-d-xo.html
Thank you so much!!
Can you export the total teams hours into excel or CSV and get the report showing the detail making up each day not just the summary?
Unfortunately, the timesheets feature does not currently support exporting daily entries, but we hope this feature is coming soon!
Thank you for your video. However, I want a new set of action items to be created for each new candidate, so that the person responsible for that can complete each action item and mark it as such once done. How do I do this?
Hi @user-de2xu3dw5t! We'd be happy to assist in helping you get this set up. You can book a call with us here: calendly.com/smvvirtualconsulting/airtable-quick-chat-30-mins-clone We look forward to chatting with you!
Hi, thank you for sharing this great tool! I immediately started using it, but I came across an issue: creating records is limited to 100 records per base, why? We are a small company, and need this feature to automate our processes, and cant go to Enterprise account. So I was wondering about ways to keep using the Record Template feature beyond the 100 record limit. The issue is that we need to save different working templates for different cases in our business processes but we dont actually use them all the time, or even at the same time. Having a record template is for us a way to have transparent processes saved, and they get rolled out when triggered. So we actually need to save way more options for Record Templates than 100. 1. Idea Create different other bases with each 100 record template records, and sync the bases after the templates were used. This can already work, but it seems a bit complicated 2. Create Record Templates only with Automation and delete the template after it was used The idea is to not save Record Templates, but instead create the template in the moment it gets selected (by any condition, like single select field). In that moment we would tell Airtable to create a specific record template, with the pre-specified tasks and to run all the tasks, and after to delete the template again. This way more templates could be pre-defined but dont actually get saved. Any ideas if this is possible, with scripting? Looking forward to your feedback and ideas Best Yonatan
Hi Youatan, thanks for your comment. 😀 We've run into issues with the record template limit as well. We are hoping that Airtable increases this limit soon. In the meantime, we've come up with some clever workarounds for templates. We've used automations to find a record or series of records in a table that may be tagged with a certain single select field, then take those values, create records, and link them back to a given record. Though this approach has worked well, it would be nice to do all of this with record templates in the future.