Tip #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 preparingUpdate 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 creatingTip #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 unusualTip #24: Convert jobs to Zoho Desk tickets from Orchestly
Do you want to convert your scattered customer queries in Orchestly to tickets in Zoho Desk, so you can focus on the queries/issues exclusively and keep teams informed on updates? Well! All you need is to implement custom functions - Create_Ticket_in_Zoho_Desk and Post_and_Update_Comments_in_Zoho_Desk , and get it all sorted! Orchestly's Custom functions allows you to create user-defined functions which helps you connect and automate processes, and also integrate with other Zoho or third-partyTip #23: Automate decision-making in workflows using Orchestly
A McKinsey survey states that an average employee spends more than 30 percent of their working time on decision-making. While big-bet decisions demand your time and resource, spending too much time on recurring decisions might end up pricey for the organization. What are recurring decisions? Decisions, small or large, consuming your time every day or every time an activity occurs, can be categorized as recurring decisions. Here are a few examples: Finalizing a vendor based on reviews and quotationTip #22: Parallel Transitions in Orchestly
Do your team(s) perform multiple business operations simultaneously in order to reach the next stage of the business process? Are you puzzled on how to take up the parallel activities while you design your process workflows? We received multiple queries on 'Parallel Transitions'. Few of them are highlighted below. "Is it possible to handle parallel processes in Orchestly? We have three teams working simultaneously to reach the next stage of the blueprint. How can we set it up?" "We requireTip #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 #20: Onboard teams easily and assign access privileges in Orchestly
Onboarding a new software is very crucial for both the employer and employee. To make it smooth, Orchestly allows you to onboard your whole team easily and helps you decide the level of access privilege each employee must be provided. This can be done by setting the right Profiles and Roles to the employees. To give you a brief understanding, Profiles in Orchestly helps you define a hierarchy based on the responsibilities held by an individual in your organization. You can define the type of accessTip #19: Why should we set up criteria in Business Rules?
Business Rules in Orchestly help you automate your business processes by defining pre-defined actions that has to be performed when specific conditions occur. To do so, you can specify when the business rule is to be executed, and also add a criteria the rule has to match with. Business Rules can be used when you want to automate processes without a manual input, hence, quickening the overall process time, and letting you focus on the stages that are more important. What is the role of criteriaTip #18: Assign jobs to users dynamically using Orchestly
Note: The techniques mentioned in this article are Early Access features. If you'd like to try this out, please email our support team at support@orchestly.com. We'd be delighted to enable our new updates for you! Organizations run on different strategies. What works for one organization might not necessarily work for the other as the structure and approach varies. Similarly, even if we define a standard workflow for our teams, a few jobs might challenge the complexity of our workflow. AssigningTip #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 businessTip #14: Move Jobs through Blueprints in Orchestly
While we automate processes with well-planned workflows, at times we might require jobs to go through several blueprints to accomplish a business process. To facilitate this, Orchestly allows users to move jobs between blueprints. It can either be done manually using the Move option or automated using Custom Functions. Let us explore the business cases to automatically move jobs between blueprints using custom functions. Case 1: Move Jobs to another blueprint when the current blueprint finishesTip #16: Why should we set up criteria in Blueprints?
Blueprints in Orchestly helps you create a replica of your offline processes. At every stage, the process is handed over to the next respective team/individual/role. You can then follow-up with notifications, and approach the right point of contactNext Page
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Tip #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 presenting
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Tip #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,Update 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 creating
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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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