![]() ![]() If you have to-do's in multiple documents there's no way to search across those documents which can be done in Evernote. I still use Evernote for personal and use tags on almost every document I create. It makes search really easy as you can search on a tag rather than relying on text strings in a document. Evernote allows you to define categories and tag documents accordingly. Painfully aware that I'm writing this 3 days before the Dreamforce 17 Quip keynote so I'll revisit if anything listed is addressed. That said, it's not perfect, subject to a few comments about missing functionality below. We've now moved over to Quip for project documentation, it's probably the most effective tool that we've found to date. ![]() All files that are difficult to search and effectively collaborate on. We've struggled to find a really useful project documentation tool past Dropbox/OneDrive shared folders full of Microsoft Offices files. (And yes, that was a shameless SEO trick). Quip is always open when doing work on the website. Therefore if I want to setup a meta description for Commerceworks - “Commerceworks are a UK based Salesforce registered partner with expertise in all aspects of Salesforce implementation, project management, development and integration” then I can block the text and I get a character and word count. When blogging and working on website SEO, you're always counting words and characters to fit the best message into crawled space. In 3 months of usage I've not lost any information, working between different devices, closing apps and windows without consideration for last save - it just does it. So much so, we don't need to project meeting notes from team meetings - as long as everyone is logged into Quip everyone sees the text appear on screen as it's typed. ![]() The sync back to the Quip servers then push out to all users is fantastic. Search works across all documents you have access to and is quick and effective. If documents are changed by another user you can set notifications and quickly see the changes which are easy to spot and review (unlike Word's horrible change tracking that brings me to physical revulsion when I see it). You can set notifications on folders you're interested in and can add to specific team members if required. Quip documents/spreadsheets are quick to create and will be shared if placed in a shared folder. Quick document and spreadsheet production, accessible to the team I want to share some notes about how we use Quip as a Salesforce Consultancy and some comments about what I consider to be missing functionality. The Quip website has lots of great information about general use here. How many documents and spreadsheets do you have to click through to find the one you need? So we returned to Word/Excel with Dropbox which is frankly a modern take on a fileserver. We found this completely counter-intuitive our customers could never figure it out and we lost interest. OneNote is pretty dismal here and Evernote is just annoying as you need to use the chat tool to share documents. We've typically used Microsoft Onenote or Evernote for unstructured notes and documents, both do a good job internally, neither provide great solutions for providing collaborative document production with external parties. ![]() Document production and spreadsheet, re-thought and stripped all of the legacy functionality that makes both Word and Excel nearly unusable. If Microsoft had trashed Word and Excel and started again, Quip could have been the result. From a company that provides applications that generally rely on productivity through structured data, Quip was somewhat of a departure, although I believe a welcome departure as Salesforce has frankly lacked an effective unstructured document production application. Salesforce purchased Quip in August 2016 as an online/offline document and collaboration tool. ![]()
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