Guides for the tools you already use
Practical how-tos for Microsoft Planner, Jira, Pipedrive, Shopify and the gaps between them — and the Crosstown Tech apps that close them.
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Microsoft Planner and Jira for Non-Technical Teams: Sync, Don't Migrate
Marketing and ops won't learn Jira, and engineers won't leave it. Stop asking which tool to standardize on — sync Planner and Jira so each team keeps the tool it already knows.
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Scheduled Jira Report in OneNote: How to Auto-Refresh an Issue Table on a Timer
No native Jira-to-OneNote connector exists. Here's why iPaaS tools only append single notes, and how to write a real refreshing issue table into a OneNote page on a daily or weekly schedule.
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Pipedrive Recurring Revenue Report: Why the Native Total Doesn't Reconcile
Pipedrive shows recurring revenue per deal but has no portfolio MRR rollup, and its native recurring report total often doesn't match the sum of your deals. Here's why you shouldn't trust that number as your MRR.
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How to see all Microsoft Planner tasks assigned to a team member across every plan
Native Planner only shows one person's tasks inside one plan — there's no toggle for a teammate's load across all plans. Here are the three real routes: Graph API, Power BI, or a cross-plan app.
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Pipedrive churn and cohort analysis: what it can't do, and how to get it
Pipedrive has no native churn or cohort reporting — no concept of an active subscription to churn out of. Here's why, what you can reconstruct by hand, and the faster way to a real retention number.
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How to migrate Microsoft Planner to Jira without losing your buckets and checklists
The CSV export-import route loses buckets, checklists, and assignees in field-mapping hell. Here's the field-by-field crosswalk from Planner to Jira — and the one-pass import that skips the surgery.
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