In this comprehensive ERPNext tutorial, learn how to leverage powerful collaboration tools to streamline document management, improve communication, and enhance team productivity. Discover how to assign documents, share information with colleagues, leave comments, and use tags for better categorization. Explore advanced filtering options, visualize tasks with the Kanban view, and export data to Excel for analysis. Uncover the benefits of global search functionality and effortlessly track events using the calendar feature. Optimize your ERPNext experience and boost efficiency with these essential collaboration techniques.
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00:01 - Introduction
02:15 - Overview of ERPNext Collaboration Tools
05:42 - How to Assign Documents to Users
09:17 - Sharing Documents with Colleagues
14:05 - Commenting and Mentioning Users
18:49 - Understanding Tags and Their Usage
24:20 - Advanced Filtering in ERPNext
30:10 - Creating Custom Filters and Saving Them
35:25 - Exploring Kanban View
40:15 - Exporting Data to Excel
44:30 - Utilizing Global Search
47:55 - Using Calendar and Events
50:20 - Summary and Conclusion
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