Users module is now supported in the latest version of Orchestly Android app
Dear All, We now support 'Users module' in the latest version of Orchestly mobile app (v1.0.12). You can now manage the list of users and their info right from within the app. You can download the latest version of the app directly from the link givenA 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 efficiencyOrchestly and Zoho Projects
How Orchestly and Zoho Projects were designed to work together? Our organization has lots of projects. Each project has its respective tasks list. Each task needs a business processes to be performed to get done. How can we use both apps to take full advantage of Zoho?Tip #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 accessOrchestly Product Updates | Q2, 2020
We've rolled out quite a few useful features and enhancements this quarter. We’ve also expanded our help materials with the introduction of Tutorials. Here's a quick rundown of our recent updates: Schedule your custom functions Note: This is an earlyTip #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 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 #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.Next Page
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Tip #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 each
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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,
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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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