An internal update link is used by users within the account itself, generally behind login, to edit an existing record. A public link can be sent to anyone outside the company — like a vendor or a customer — so they can fill in or update information without needing access to the
A subtask's chat stays isolated from the main task's chat because each one has its own conversation channel — messages written in a subtask don't show up in the source task's chat, nor in other related subtasks. Why does this separation make a
A formula in the task template automatically calculates how many days a task took: once you fill in the start date and, later, the end date, the system subtracts the two values and shows the result in positive or negative days. Why automate this calculation? Manually measuring how long each
Yes, a quote received by email can be linked to a customer that's already registered. Just open the order under new quote requests, select the sender's email, and the system automatically connects the quote to the existing record. Why is this linking step necessary? When an
To spot abnormal drops in the number of open orders, use the daily orders indicator on the quotes template dashboard — it shows the daily volume, letting you visually compare it against the company's historical average. Why track this number daily? A company that usually opens 30 to 50
To view overdue tasks and subtasks, open the calendar view in the team task management template — each due date appears on its corresponding day, letting you browse month by month to review what's been left behind. Why does tracking overdue items by calendar help? Lists and kanbans show
Yes, you can remove the title bar from an embedded tool. In the embed block, just turn off the "show title" option — that bar used to be fixed by default, and now it's optional. Why was that bar a problem? When you embed an external dashboard,
To switch the top menu to a single bar, minimize the default top navigation — the system collapses the options into a single row, freeing up vertical space to work inside tables, chats, and apps. Why does gaining screen space matter? Anyone who spends the day switching between apps, chat, and
To use a language different from the rest of the account, go to Settings > Language and region and adjust the "my language" field separately from the "system language" — the change only applies to your login, without affecting other users. Why separate your personal language from
To restrict a multiple users field and allow only one owner, open the field settings and turn on the option that limits selection to a single user per record — instead of the default that allows several at once. Why does limiting this field matter? In accounts with many users, leaving
O bloco de grade (grid) no Jestor Docs funciona como uma pequena tabela dentro do documento: basta adicionar o bloco, preencher variáveis e linhas, e usar o menu de opções para inserir, mover ou reorganizar cada célula da comparação. Por que usar o grid em vez de descrever em texto
O Jestor Docs oferece três níveis de permissão para cada documento: privado (visível só para quem criou), leitura para todos (o time visualiza, mas não edita) e edição para todos (qualquer pessoa do time pode colaborar diretamente no texto). Por que ter três níveis de permissão diferentes? Nem todo documento