Tip #58: 5 filters helpful in Card views
Filters help us spot specific cards and limit the results that are displayed on screen. This helps us focus on a set of cards and group data easily. Filtering can be performed by configuring conditions based on default and custom fields in Qntrl. ToTip#57: Prioritize Orchestrations to be listed in the top panel
You have many Orchestrations in your Organization but you regularly work only on a particular set of orchestration. In such a case, you have the option to view or display only the Orchestrations that you currently need or work with. For instance, anTip #56: Reorder columns in Card list view
Viewing primary information first can be a game-changer when there are multiple ongoing Cards under your organization’s dock. Custom Column option under List View in Cards helps us achieve this in Qntrl. By configuring this option, you can view the columnsTip #55: Set Validation in File Formats added as Attachments
Would you like to allow only selected file formats to be added as attachments? We have now got the option to set the validations in Attachment and File fields. For instance, an insurance company would like to shift their entire claim process onlineTip #54: Set Stage deadline in Blueprint based on Date & Time fields
Do you want to create SLAs based on Date & Time fields? Stage deadlines can now be configured in Qntrl based on Date & Time fields. We have added Set date field and Set conditional deadline options within the Stage deadline field in Blueprint. EarlierExternal users
Hi there, How flexible are workflow in Qntrl for people who are not part of your organization and not Zoho users? Can workflows be triggered by events like emails or click on a web form? ThanksTip #53: Populate and search values from tables using Table Lookup
Qntrl supports tables to store organization-related data and access it easily. Data stored here can be populated and displayed in orchestration using Table Lookups. This helps organizations list sizeable data in dropdown or multiselect dropdown fieldsTip#52: Notify users via email when a card is assigned
To remind individuals of significant events, it's always better to send a notification. With Qntrl, you can send email notifications when a card is assigned to a person, role, or team. When designing the Blueprint, you can choose a transition and setUpdate custom field for another Orchestration
Hi, I have two Orchestrations, Orch "A" at one stage it creates a card for Orch "B" so another team does a parallel task. I want to make sure that Orch "A" is not completed until Orch "B" is completed as well. I understood that I can achieve that by creatingSpotlight: Send an email to create a card in Qntrl
Creating cards in Qntrl is made simpler with our new feature—Email in. With email in, you can simply send emails with the card details to unique Email In IDs and create new cards in Qntrl. Each orchestration has a unique Email In ID to which the emailsTip #51: Recreate the old email template format
Are you an old Qntrl user looking for the old email template format rather than the new enhanced email template format with themes? Since the redesign of the email templates module, we have brought in new themes for the email templates and we no longerTip #50: 6 tips to create effective public forms in Qntrl
Public Forms in Qntrl are digital forms that can be hosted on the web to be filled by any audience. It can be used to collect responses as surveys, questionnaires, polls, or even feedback. The theme of each form may vary depending on why it is created,Tip #48: Create tasks easily by Importing Cards in Qntrl
Have you got loads of tasks that you currently manage in your excel sheet on a day-to-day basis? Well, your daily task management has just got easier as you can import them into Qntrl to create Cards! To make the process easier, we recommend preparingTip #49: Qntrl’s forms now support phone number fields
Most common forms like job applications, sign up or sign in forms, feedback forms, registration forms, or simple contact collection forms use phone number fields. To make data collection in these forms easier, Qntrl now supports phone number fields. PhoneTip #47: 5 benefits of Kanban board in Qntrl
Kanban boards in Qntrl aim to achieve workflow visualization of different orchestrations while promoting progress and agility. Kanban board, available under Kanban View, displays different stages of a blueprint as columns under which the cards in eachTip #46: Classify important information with column customization in Qntrl
Qntrl allows you to customize particular data that should be displayed when you view the cards of different business processes, instead of spending time to look or search for cards with specific details. By default, Qntrl summarizes the view by presentingTip #45: Quick access to priority activity in Qntrl
An easy and fast way to access your priority activity in Qntrl is now possible by rearranging the top panel. Navigating to the Cards, Orchestrations, Reports, or Extensions section is the most primary function of most of our users in Qntrl. With the 'RearrangeTip #44: Customizing outgoing transitions from stage
Transitions allow users to complete cards, one step at a time. While a few stages can be reached with single transitions, the others might require more than one transition. To keep track of all the outgoing transitions from a stage, we’ve introduced aTip #43: Organize emails better with Qntrl’s new Email Templates
Qntrl’s email templates help structure the details to be communicated to the end-receiver and also triggers the emails at specific events, thereby, simplifying end-to-end email automation. Revamping a step further, we’ve introduced Folders in Email TemplatesTip #42: Auto-populate field values automatically from database using Server Scripts in Qntrl
Have you been spending too much time switching between applications or accessing the database every time you want to fill up information while creating cards? Save time and automate the process using Server Scripts. Fetch data from your organization'sTip #41: Public Forms in Qntrl
The most requested feature of our last quarter was to allow external users to fill forms in Qntrl. This way, organizations can engage different external users to fill the form and reduce the number of user licenses purchased. Addressing this query,Tip #40: Prioritize and automate Business Rule execution in your organization
Business rules , in an organizational approach, provide procedural steps to certain actions or inconsistent outcomes when business operations take place. This provides an outline on how a business will operate if some pre-defined actions occur. WhenQntrl Android app is now HIPAA compliant
Hello Everyone, Qntrl Android app now encrypts the mobile database and shared preferences, adhering to HIPAA policy. You can update the app either from the Play Store directly or using the link given below: Qntrl app for Android Regards, BalaTip #39: Create tasks periodically using Qntrl
Every business has a set of routine tasks that are to be repeated periodically. This might include standard procedures like sanity checks, security audits, expense audits, customer follow-ups, and so on. Since they are mundane, there is a chance to missTip #38: Make the best use of Audit Logs in Qntrl
Qntrl is a workflow orchestration software that allows you to create tasks, handle and manage them while also ensuring the business process is accomplished with the right workflow. To record the information about who has performed activities withinTip #37: Authorize remote connections using Bridge in Qntrl
Organizations that operate on private internal networks often require a communication medium for third-party applications to interact with their systems. To facilitate this communication, Qntrl has introduced Bridge. Bridge is an installable java applicationTip #36: Create efficient trend analysis Reports in Qntrl
Reports in Qntrl gives you an overview and monitors the important activities within the organization. With this feature, you will be able to have an insight over different information in a simple visual format, making it more relatable and efficient whenBlueprint or Zoho Orchestly
Hi, I have just taken a Zoho one license and plan to start mapping our business processes and workflows. I am a bit confused as to which Zoho app should i use for it. Should it be blueprint (in CRM) or Zoho orchestly or some other app? Please provideTip #35: 5 Custom Views that can benefit you everyday
Custom views might seem like a fairly simple feature but the solutions it offers are extensive. Custom views are used to group and display only relevant cards in an orchestration so that the cards requiring utmost attention are always in your view.Lots of issues when using FireFox
I cannot use the Qntrl platform at all when on Firefox. Here are a few of the issues I run into: A random widget appears when viewing a job that is not there under Chrome: The New Job page is completely blank! Below is the Javascript error in the consoleTip #34: Hide sensitive fields with field-level security in Qntrl's cards
With Cards in Qntrl, you can create tasks wherein an individual user or team can refer information about the task and ensure everyone with access to the card is well-informed about the card details. However, it can certainly be possible that not all cardTip #33: Maintain uniform data in all your applications using Server Scripts in Qntrl
Server scripts in Qntrl provide command to customers to code their own scripts that run on their databases or servers, executing business operations and transferring data to and from Qntrl. It helps develop company-specific business logic to manage databases,Tip #32: Share data between Cards & fill repeated Field values easily with Field Lookup
We often tend to fill the same set of information in different cards but what if Qntrl could make it easier for you? Well, it already has! Avoid adding the same information manually and do the same task more efficiently using Field Lookup . ConnectTip #31: Track delays and capture causes for delay using Client Scripts in Qntrl
Overcoming project delays is a major concern for many businesses. Most industries like IT, manufacturing, transport, and construction work on defined time lines and any delay in completion might lead to cost overrun, compromised reputation, or even failedTip #30: Manage Stage Deadlines With Work Hours In Qntrl
Qntrl lets you keep track of the tasks step-by-step in a business process and helps you meet deadlines without any last-minute rush. Deadlines can be configured for every single stage of the workflow to ensure each step is performed on time, leading toTip #29: Build your own custom widgets for Qntrl
Qntrl provides various real-world solutions that allow organizations to run their entire process using workflow automation. Besides the solutions we provide, we also let our customers play around with the product and develop unique custom solutions forTip #28: Using field title and label in Orchestly
Layouts in Orchestly allows you to create numerous fields along with its properties. Fields are usually created in order to facilitate and collect data from users, that can help organizations work on the tasks further. However, creating too many fieldsTip #27: Customize the sender’s email address for emails from Orchestly
Customers are the top priority in any business. Keeping the conversation alive is vital for every growing business. To improve engagement and collaboration between organizations and customers, Orchestly supports automated notifications and emails. TheseTips #26: Business Scenario for Orchestly's Custom Reports
There are times when some business activities and tasks are required to be managed and tracked diligently. At such instances, you can always create Orchestly's Custom Reports where you can drill down the data you actually wish to track and analyze. BenefitsTips #25: Monitor your organization's activities using Audit Logs
Large organizations often face challenges in monitoring the activities of their employees with respect to security and compliance while using a third-party software. Protecting customer data, ensuring appropriate access permissions, watching out for unusualNext Page
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Tip #58: 5 filters helpful in Card views
Filters help us spot specific cards and limit the results that are displayed on screen. This helps us focus on a set of cards and group data easily. Filtering can be performed by configuring conditions based on default and custom fields in Qntrl. ToTip#57: Prioritize Orchestrations to be listed in the top panel
You have many Orchestrations in your Organization but you regularly work only on a particular set of orchestration. In such a case, you have the option to view or display only the Orchestrations that you currently need or work with. For instance, anTip #56: Reorder columns in Card list view
Viewing primary information first can be a game-changer when there are multiple ongoing Cards under your organization’s dock. Custom Column option under List View in Cards helps us achieve this in Qntrl. By configuring this option, you can view the columnsTip #55: Set Validation in File Formats added as Attachments
Would you like to allow only selected file formats to be added as attachments? We have now got the option to set the validations in Attachment and File fields. For instance, an insurance company would like to shift their entire claim process onlineTip #54: Set Stage deadline in Blueprint based on Date & Time fields
Do you want to create SLAs based on Date & Time fields? Stage deadlines can now be configured in Qntrl based on Date & Time fields. We have added Set date field and Set conditional deadline options within the Stage deadline field in Blueprint. Earlier
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Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly
Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them. Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templatesTip #17: Stay informed of significant business impact using Orchestly
With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates. Orchestly recognizes such requirements and provides adaptable solutions for all businessOnboard faster with Orchestly's Tutorials
We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly. Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management. We're looking forward to document more customer-centricWe’d love to hear your thoughts
Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements. We value customer opinionWork remote using Orchestly
As the current global pandemic forces us in the confinement of our homes, businesses around the world are looking for ways to automate and track their everyday work. We, at Orchestly, have been effective in coordinating our releases even from scattered workspaces using our very own orchestration software. Here's a sneak peek of how Orchestly helps our teams to plan, collaborate, and automate the processes. Product Manager's (PM) Blueprint Purpose: To approve new features, prepare UX design, develop,
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