How to Export a Salesforce Report to Excel (2 Methods)
Salesforce reports are essential for knowing how your sales team is performing, and spreadsheets are one of the best ways to share them. Here’s how you export Salesforce to Excel.
ServiceNow Integration Hub or Unito: A Deep Dive for IT Decision-Makers
Here’s a breakdown of key features and functionality of Integration Hub and Unito, as well as when it makes sense to use one or the other.
What Is the Support Ticket Escalation Workflow?
Even the most dedicated customer support agents sometimes need help from other teams. Whether they need engineering to jump onto a new bug or the billing team to handle a billing issue, some tickets need escalation. That’s where this workflow comes in.
How to Create an Azure DevOps Roadmap in Other Tools
If you manage projects in Azure DevOps, you’re likely someone who prefers to minimize the amount of tracking in project plans while following an Agile methodology. Azure DevOps (or ADO) offers a range of options […]
How to Export Jira Issues to Any Tool (3 Methods)
Jira’s great for software projects, but not necessarily for other teams. Here are three ways you can export Jira issues to any other tool, either using built-in features or a Unito flow.
How to Create a Jira Dashboard (2 Methods)
With a Jira dashboard, you can share what your software team is working on with other teams. You can either use Jira’s built-in dashboards or get a little help from Unito. Here’s how.
How To Set Up a ClickUp-Jira Integration (2 Methods)
Need to integrate ClickUp with Jira? Here’s a guide to two different methods for doing that.
The 10 Best Jira Apps for Your Workspace
Jira apps allow you to get more out of your workspace, from features to workflows, and more. Here are some of the best.
How to Use a Smartsheet Backup Tool (3 Methods)
A Smartsheet backup tool is essential for keeping all the data you need, no matter what happens. Here are some options for the data-minded.
Sales Reporting: What It Is and How To Do It
Sales teams need reports to know how their initiatives contribute to growing the company’s bottom line. Here’s how you can build the sales reports they need.
13 Types of Reports (And What They’re For)
No matter your role, you’re probably involved in at least one report. Time to familiarize yourself with the different types of reports, from project health reports to external reports and more.