Tip #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 contactTip #15: Manage notifications you receive from Orchestly
Notifications help you stay informed of the updates in your organization. We understand that too many notifications might clog your inbox or mobile screen, burying important information from your view. To avoid this, Orchestly allows you to choose what you want to be notified about. Organization-level notification settings Orchestly allows each organization owner to manage the notifications sent to their users. This includes notifications for job activities, common transitions, and job comments.Tip #12: Automate recurring activities using Schedules in Orchestly
Until now, custom functions in Orchestly are triggered from Blueprints and Business Rules based on transitions or updates performed in jobs. To widen the scope of custom functions and enable users to trigger functions independently, without relying on the actions performed in Jobs, we’ve introduced Schedules. Schedules are used to trigger custom functions periodically or at defined time intervals, viz. weekly, monthly, and yearly. Let us consider a real-time scenario where schedules can be used.'Sign in with Apple' is now supported in Orchestly iOS mobile app
Hello All, In the latest version (v1.0.7) of the Orchestly app, we have brought in support for an additional mode of gaining access to the Orchestly app. You can now sign in to the app using Apple ID by clicking on 'Sign in with Apple' option. It is now easier than ever to manage and optimize your business processes. I have attached a screenshot below for your reference: You can update the app directly from the App Store or using the link given below: https://apps.apple.com/us/app/orchestly/id1407213531Extension Series #07: Speed document approvals with workflow automation in Orchestly
Orchestly helps you improve the experience of digital workflow management. Orchestly's processes provide clarity with a single point of contact for each task in your organization. However, there can be times when we have to wait to get documents signed and approved. This can be one of the major reasons for delayed tasks, causing bottlenecks in the process. To make this easier for you, we have two extensions -- Document Merge (Zoho Writer) and Zoho Sign -- in Orchestly that can make document approvalRadio button and Checkbox custom fields are now supported in Orchestly Android mobile app
Dear users, We have now brought in support for the 'Radio button' and 'Checkbox' custom fields in the latest version (v1.0.10) of the Orchestly Android mobile app. I have attached a screenshot of 'Checkbox' field in Add form page below for your reference: Below is the screenshot of 'Checkbox' field in Job's detail page: Below is the screenshot of 'Radio button' in Add form: We have also brought in support for the option to set time in the 'Date and Time' fields in the mobile app. I have attachedTip #13: Create repetitive jobs automatically in Orchestly
Automating repetitive tasks allows us to improve consistency in the services we provide and lets us focus on other important tasks. It also eliminates manual errors and leverages time to increase productivity. Orchestly, in addition to workflow automation, allows us to create repetitive jobs automatically. This can be implemented using two different methods: Method 1: Create a new job when another job finishes Blueprints in Orchestly can be used to create a new job when an existing job is completed.Onboard 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 opinionHow to Handle Mandatory, but Non-Sequential Stages and Transitions
I'd like to make Orchestly really drive our processes in our company. One place where it would be really useful is managing periodic processes. As an example, we have end-of-month, quarterly, and annual activities that have lots of individual things that need to get done across several functions, and these items are unordered - done in parallel, not series. And they all have to be done (or recorded as skipped) for the overall activity group to be done. A simple example would be an end-of-month clean.Extension Series #06: Developer tool and team communication tool for Orchestly
After a brief discussion on extensions for Orchestly in this series, we have two other extensions for you - Slack , a team communication tool and Property Tweaker , a data storage extension for Orchestly. What makes Property Tweaker different from other extensions? Property Tweaker is an extension built for the developer community in an organization. This extension helps developers store entity properties using a name and value without wasting time finding the right code files, and thenExtension Series #05: Data Export Tool for Orchestly
Orchestly is a comprehensive process management platform that improves the way we practice business activities. It brings in an increased productivity rate, and collaboration spirit. While you have invaluable business data in Orchestly, it would be unfair if you could not export them. The Export Field Details for Orchestly extension helps export data from Orchestly which can be further analyzed to explore priceless insights. So, let's get started with the scenarios where you can use Export FieldExtension Series #04: Time tracking and invoicing tool to streamline workflows in Orchestly
Orchestly caters to businesses with distinct requirements and unique business processes. It aims to help improve your workflow, be more productive, and work with less frustration while you do business. However, every business requires answers to some critical questions: Is the time spent on every business process justified? How much do my business processes actually cost? How much value does it bring to my organization? To answer this, apart from having a flexible workflow and successful team collaboration,Extension Series #03: Attach files from cloud storage in Orchestly
Gone are the days when we were restricted to accessing data only from the local device it is stored in, like external hard drives, flash drives, and CDs. Given the changing world around us, it is more reliable to use cloud storage, which is secure and easy to access from any device, without the need to look for places to store data. It is more flexible than traditional storage. This is where extensions like Google Drive or Dropbox can help access your business documents and attach them to OrchestlyExtension Series #02: Digitize checklists to help your staff manage workflows
Many of us prefer to split up tasks into smaller actions or make a list before we perform a task - just to avoid making simple mistakes and to ensure that the steps in a process are not skipped. For example, a car driver would check the tyres, adjust mirrors, enable central lock, and put on the seat belt before driving which does not require a checklist. However, business activities require the utmost attention and sometimes even with the simplest steps, we can get distracted, or forget a few procedures, and recoveringBeta feature: New fields in Layouts
Orchestly provides a set of custom fields that can be added in layouts to capture different organizational details. In addition to these existing custom fields, we’ve introduced 3 new fields: Date, Checkbox, Radio button, and Line items. Note: The new fields are currently released as Beta Features. If you’d like to try it out, please email our support team. Date Field Orchestly supports Date as well as Date & Time fields. You can either choose to capture only the date or both date and time fromPDF preview in Orchestly
Considering that there is a Sign extension for Orchestly, it would be natural to be able to preview PDF documents attached to jobs, as Orchestly does with images. Sign always attaches PDFs.Extension Series #01: Signature tool to validate documents in Orchestly
Isn't it time-consuming to sign and send documents online? You format and print the document, sign it, scan it into your computer, and (usually) re-format it again before sending. As a one-off, it doesn't sound too bad. However, repeating this a dozen times can be a herculean task. That's where electronic signatures come to the rescue -- they help you sign documents in seconds. What is Zoho Sign? Zoho Sign for Orchestly brings you a unique combination of document sharing and signing. It helpsWork 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,Tip #9: Enhance automation in your organization using Orchestly’s Function Gallery
More often than not, multiple teams collaborate to complete a single task. In such cases, work allocation between teams might turn laborious. For instance, in Zylker Corporation, once a deal is closed by the Sales team, the sale details are sent over to the Invoice team who in turn initiate a new job to generate bills for the customer. However, this process might encounter the following complications: Communication lag: On closing a deal, the Sales team must send the details to other allied teamsOrchestly Product Updates | Q1, 2020
We hope you are all doing well! Even as the world is experiencing a temporary halt owing to the pandemic, let us be optimistic of the days that lay ahead and hope for the best. This too shall pass! Inspite of the challenging times, we’ve been up to aTip #11: How to optimize automation with Business Rules in Orchestly
Orchestly’s business rules received a recent facelift to accommodate multiple criteria and actions. You can now add up to 10 criteria for each business rule and configure instant as well as scheduled actions within it. If you are wondering how useful this feature could be for your organization, here is a quick business scenario to relate. Sam, a banking assistant, is assigned the task of screening loan applicants. On approving an applicant, Sam creates a new Job in Orchestly filling in the detailsTip #10: Notify external users about job updates using Orchestly
Orchestly keeps your team members well updated about the progress of each job in your organization. Along with your internal teams and users, your external teams like vendors, agents, or resellers can also stay updated via emails from Orchestly. Let us consider the scenario of Monica, head of procurement in Zylker Corp. Once Monica approves the procurement order, her team contacts their external vendors via emails or telephone calls to place orders. This communication is crucial as any delay inSubforms feature is now supported in the Orchestly mobile app!
Hello Everyone! Here is an announcement regarding the new features that are supported in the latest versions of the Orchestly app (Android v1.0.8 and iOS v1.0.6). Subforms: A subform is a secondary form or a table, that lets you add multiple line items to a primary form. Now, you can view and edit subforms within Jobs in the mobile app. Refer to the screenshots attached below: Extensions: Orchestly supports a variety of businesses. That said, every organization has an unique requirement.About ZohoOrchestly to add a next person
Hello Please teach me how to add a person to approve some documents from me. Thak you.Orchestly Community Digest- January 2020
The new year has been a great start for Orchestly and we hope it’s been amazing for you too! Here’s a list of our updates from the past month. Product Announcements 1. Spreadsheets vs Orchestly to manage your organization Taking the leap from SpreadsheetsTip #8: Hacks to optimize your blueprints in Orchestly
Automating your organization’s workflows will be a piece of cake once you get to know the fine nuances of Orchestly. We’ve compiled a few of our tips here to help you get the best out of Orchestly. One layout, many blueprints Organizations have processes that demand a similar digital layout capturing user data but varied blueprints illustrating different workflows. For instance, while hiring a new candidate, the layout to capture candidate details will be the same for an experienced candidate andTip #7: Spreadsheets vs Orchestly to manage your organization
A conventional method of managing work in most organizations is via spreadsheets and documents. These software might help track the jobs at a basic level but has its setbacks. If you have been using spreadsheets/documents, ask yourself the following questions. Limitations of spreadsheets/documents How do you track the real-time progress of jobs in your organization? Are your spreadsheets user-friendly while collaborating with multiple users? Will you be able to view the recent updates to yourOption to add a description to each stage
I love the idea of Orchestly and the efficiency it promises. The option to add a description to each stage is one key feature I would need before integrating it into my workflow. The name of the stage may not be sufficient information to communicate the requirements and steps for any given stage. Having relevant stage descriptions (or stage details, etc.) when jobs transition from stage to stage would allow team members to see more information about each stage and key steps and policies. Ideallyhiding fields and revealing after phases or transitions
New to Orchestly; learning I have a new Layout that I have 4 basic phases I want to execute actions against. I have left the first phase viewable; phases (fields within sections) 2-4 are hidden. In the first transition I have it set to 'add' the fields and update to viewable with default values. Problem is - as soon as I create a new job i fill in the first 'phase' which shows properly only the fields I should see.... when it saves the job and hits the first transition it has all fields viewable???Orchestly to Connect integration
Wondering if it's on the road map to send job notifications through Orchestly instead of email? Our company is working hard to adopt one location for communication and it would be a great feature to see those notifications there.Orchestly translations incomplete
I wonder why the Orchestly user interface is not fully translated into Spanish. The word "Job" and field names "Team" and "Assignee" aren't translated and neither are any of the pick-list fields options on fields like "Priority", etc.A recap of 2019- The year we launched!
This year has been significant for Orchestly, starting with our launch in May. We’d like to take a moment to thank all our customers and partners, who have helped us evolve better. Here’s a quick recap of our feature releases in 2019. You can keep aTip #6: Integrating Orchestly with MS Teams
As your business expands, so does your team. Establishing a connected workspace across teams where work statuses and updates are shared might seem quite challenging. But, Orchestly might have a solution for you. Integrating Orchestly with Microsoft Teams provides a platform for seamless collaboration where team members can share their suggestions, communicate progresses, and keep a track on the job updates from a single space. If your organization already uses MS Teams for team collaboration,BPMN support
Hi, I'm using BPMN 2.0 for business processes modeling and development. Will there be a tooling for upload or build diagrams with this Notation and execute it with orchestly? Best Regards and keep up your great work MarcusQ3 updates for Orchestly- what's happening, what's next?
This quarter has been quite productive for Orchestly with the release of major features. Meanwhile, we’ve been working on a list of brand-new updates for the next quarter too. Here is a rundown of our recent and upcoming updates: Parallel TransitionsOrchestly with Zoho One
Now that Orchestly has been added to Zoho One will it ever become more than just a standalone app? It does not seem like it integrates with other Zoho apps at the moment.Orchestly System as a Stand-Alone
I have seen the website of Orchestly and also read a little bit about its features. However it is not exactly clear whether Orchestly is available as a standalone system for managing the entire processes of an organization in addition to automating them. Can we use it as a stand-alone system to manage complete processes end-to-end, while adding gantt chart and events like ZOHO Projects?Next Page
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Announcements
Tip #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 miss
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Sticky Posts
Orchestly is now Qntrl
We are excited to let you know that Orchestly now comes with a brand-new name—Qntrl and a bunch of futuristic features to help you upscale your enterprise. Qntrl is a workflow orchestration platform to design, automate, and analyze all your businessA walk through Orchestly's 2020
Among the numerous technologies that stood resilient during this pandemic, cloud and automation make it to the top spots. Orchestly, being a cloud-based automation software, has been able to support customers to adapt the changes quickly, ensuring efficiencyTip #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-centric
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