Today, I would like to take a look at our CD Sidebar feature. To be honest, this is a feature I did not take advantage of in the beginning, though I have come to appreciate the real-time look at the Recent Activity feed in my company/workspaces. If you are like me, you find yourself navigating [...]Read more
You have collaboration workspaces set aside for every department in your company, along with a revolving door of workspaces created to manage your clients’ ongoing projects. With so much going on in Central Desktop, there are always a handful of places you continue to navigate to day in and day out, and these places are likely common to a majority of users in your account. Although you are making use of the Favorites menu, and have taken the time to group your workspaces and keep things as organized and accessible for everyone as possible, it would be nice to have a common set of quick links for everyone to use to navigate to these areas. Use this quick style template hack to create a custom drop down menu along side the other menus in the header of your template.
Marketing collateral can be one of the most important elements of
any business. Maximizing the value of your marketing collateral can be
as easy as organizing the materials to reflect the core values the
company has to offer, and in turn, the value the customer will expect to
receive. These eight tips for maximizing valuable marketing collateral will provide any company with strong core collateral which can speak volumes to the value of the
1. Understand the Disposable Nature of Marketing
Any single piece of marketing collateral has the ability to turn
a potential client into a happy client, but may also go straight from
the potential client’s hands to the trash without even the slightest
glance. Giving too much power to individual components can detract from
the larger picture.
2. Establish Uniform Branding
A clear, representational and memorable branding image used
across all marketing collateral leaves a lasting impression on all who
view the marketing aids. A strong branding provides the company with
the tools to penetrate the mind of the customer without words. In line with that philosophy, Central Desktop’s extranet portals are custom branded with your company’s look and feel so your clients will be left with a lasting, professional impression of your firm.
3. Create the timeless presence of the Company
In today’s marketplace everything is cataloged for future
reference. Using this reality to the advantage of the company allows
all pieces of present marketing collateral to work in conjunction with
all future pieces to weave an understanding for the customer of what
the company has to offer.
This post was inspired by a chat with John in Client Services that happened just before the same issues he said customers were having occurred within my own team.
Milestones and Task Lists – What’s the Difference?
They are different. Milestones get used for overall project names.
Task Lists are created to group tasks within each milestone. Task Lists
are used for each of the major deliverables to complete a project. As
tasks that are part of a milestone or project get completed, the graph
on the milestones page updates to show how much progress has been made,
so you can see at a glance how your team is doing on everything.