Utilities: Calendar, Exports, Goals and Surveys
Explore utilities: calendar, exports, goals and surveys in Britixo with a focused live walkthrough, English captions and the controls shown in the application.
Recorded live feature overview · 3:34 · English captions
Utilities: Calendar, Exports, Goals and Surveys — Guided Video Overview
Explore the available Utilities: Calendar, Exports, Goals and Surveys tools in Britixo through a focused tour of the live application.
Watch on YouTube ↗ · Use CC for the checked English captions.
Continue with related tutorials ↗ · Watch the complete detailed walkthrough
Fictional training records. Availability depends on your plan, enabled modules, permissions and connected services. Private verification and provider authorisation are completed off screen.
Read the video transcript
Organise workspace media and review the files available to your team.
Select the document type and date range before exporting PDFs.
Review the data type and filters before exporting a CSV file.
Review the invoice selection and electronic export requirements.
Review dated work and appointments in the workspace calendar.
Prepare announcements and select the audience who should see them.
Review targets, dates and how achievement is measured.
Review recorded workspace events when checking what changed.
Prepare surveys, review questions and check distribution settings.
Review inbound mail processing entries when investigating ticket delivery.
Review automation connections and available triggers before enabling a workflow.
Before you start
Sign in to the correct company workspace with the required permissions. This walkthrough uses fictional training records. Complete passwords, verification and external provider authorisation privately.
Explore the available controls
- Organise workspace media and review the files available to your team.
- Select the document type and date range before exporting PDFs.
- Review the data type and filters before exporting a CSV file.
- Review the invoice selection and electronic export requirements.
- Review dated work and appointments in the workspace calendar.
- Prepare announcements and select the audience who should see them.
- Review targets, dates and how achievement is measured.
- Review recorded workspace events when checking what changed.
- Prepare surveys, review questions and check distribution settings.
- Review inbound mail processing entries when investigating ticket delivery.
- Review automation connections and available triggers before enabling a workflow.
Check the result
Review the available controls and verify any saved result in the relevant record or activity history. Availability follows your plan, enabled modules and permissions.
If an option is unavailable
If an option is unavailable, check the company, permissions, module availability and provider connection status. Do not repeat a send, payment or approval action until you have checked its recorded outcome.