Onna best practices

Share use cases, tips & ideas with other customers

  • 2 Topics
  • 3 Replies

2 Topics

Michelle Fifis
Michelle FifisCommunity Manager
published in Onna best practices

What quick tip would you share with someone new to Onna?

Imagine that you are assisting in onboarding a new colleague and showing them your organization's processes for using Onna. What's one tip you would share to help get them up to speed? What do you wish someone had told you when you started using Onna? 🤔For example, did you know that you can return to view the export configuration after finishing an export? This feature lets you confirm your selections within an export and share that information with interested parties.As @TraeW demonstrates in this excerpt from our November Tips & Tricks session, You can use the export configuration details option within the summary page if you need to come back and review this information in the future.Now it's your turn.What quick tip would you share with someone new to Onna? 

213
Michelle Fifis
6 months ago
Michelle Fifis
Michelle FifisCommunity Manager
posted in Onna best practices

7 Onna best practices - From permissions to workflows

Our Onna best practices forum is a place for you, our Onna users, to share your best practices and tips & tricks, but I wanted to kick things off by sharing links to some of the best practice articles we have in our Knowledge Base.Our best practice articles include:Best practices: How to manage results from a basic search Best practices: Creating a Slack full-mirrored sync in Onna Best practices for managing Onna access permissions Best practices for collecting from Google Workspace Best practices for optimizing and automating workflows Best practices: Collecting from Zendesk Best practices for searching conversations in OnnaWhat best practices, techniques, or workflows have you developed for working with Onna? Kick off a conversation in Onna best practices.

0
Michelle Fifis
10 months ago

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