Tip #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 aHow-to Videos now available for Qntrl!
We've rolled out a new help resource for our customers and partners to onboard more smoothly onto Qntrl, so that you can build, automate, and track business processes more easily, enabling you to take complete control of the workflows and activities.Qntrl iOS mobile app now supports Save as draft option.
Hello All, In the latest version of the Qntrl iOS mobile app (v2.0.5), we have brought in support for Save as draft option. Cards and transitions can now be saved as draft and edited as well. In Layout Module: Save as draft option by tapping drop downRewinding Qntrl's 2021-- What's new? What's next?
It’s been a busy year for all of us with juggling the idea of hybrid workspaces or going back to offices. With this in mind, we wanted to do our part to help our customers ease their interaction with workflows—be it from their home or office. User experienceQntrl iOS app now supports Lookup and Relation fields
Hello All, In the latest version of the Qntrl iOS app (v2.0.4), we have brought in support for Lookup and Relation fields. Now you can choose options from Lookup and Relation fields while adding/editing a job and also in transitions. Relation and lookupTip #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 withinQntrl iOS app is now HIPAA compliant.
Hello Everyone, Qntrl app now encrypts the mobile database i.e. all your data in the database will be encrypted, adhering to HIPAA policy. You can update the app either from the App Store directly or using the link given below: Qntrl app for iOSTip #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 consoleYou can now save the jobs as drafts in the Qntrl app and edit them as and when required
Hello, All! Jobs can now be saved as drafts within the layout module in the latest version of the Qntrl Android app (v2.0.2). Saved drafts from different layouts will be displayed for quick view which you can access directly to edit. Please refer theTip #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 toLine Item Flexibility
Hi, 1) just wondering if there is anything we can do with line items? As far as I can tell, they are display only? Use in triggers or with scripts? (ie, client side total a column and place the value in another field) 2) Advanced fields inline items?Tip #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 forOrchestly - Vision and Roadmap?
I'm curious, what is the vision and roadmap for Orchestly? What does Zoho want it to be when it grows up? And what is that growing-up timeline? Orchestly is being pitched as a way to manage workflows and SOPs, but the actual software at this point seemsExtension Series #08: Improve collaboration in your business with Zoho WorkDrive for Orchestly extension
Efficient and effective collaboration tool -- be for individuals, teams, or enterprises -- gives more space to share ideas, procedures, and helps the organization stay on the same page. Initially, working with hard copied documents was not just time-consumingOrchestly Documentation is empty ?!
HI, I'm trying to get information about the API of Orchestly. but it seems that it has disapeared ? Any pages (here UpdatdeJob() ) doesn't display. (Brave or Firefox) https://orchestly.zoho.com/apidoc.html?type=reference&module=jobs&action=UpdateJob IsUsers 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-partyNext Page
Announcements
Tip#68: Trigger Hourly schedules using Custom Functions
Schedules enable you to trigger custom functions at predetermined time intervals. Earlier, you can trigger custom functions daily, weekly, and monthly. In the most recent release of Qntrl, we have included the option to trigger custom function every hour.Revamped filters with new UI in the latest version of the Qntrl Android app.
Hello All, In the latest version of the Qntrl Android app (v2.0.16), we have revamped the filters with new UI. Earlier we have supported filters only for drop down fields and date fields. Now all the fields(multi select dropdown, multi-user dropdown,Tip#67: 3 easy ways to add drop-down options
Adding drop-down fields to a form makes it easier to select a value from a predefined list of values. There are 3 easy ways to add the drop-down options to fields. To add a drop-down field to a form, navigate to and select Orchestration from the menu.Tip#66: Export your Qntrl data
To discuss a few business metrics, you might occasionally need to share your Qntrl data with external users. Using the Export option in Qntrl, you can download your Qntrl data in XLS or CSV format onto your computer and share the data with external users.Tip#65: How can external users create Cards in Qntrl?
Sometimes, a business process involves users outside the organization. We may outsource and collect information that is needed for our business. In such cases, external users come in to picture. When these external users collect the required data, they
Zoho Pagesense Resources
Zoho DataPrep Resources
Zoho CRM Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
-
Zoho サービスのWebセミナー
-
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho Desk Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Sticky Posts
Tip #61: 5 different ways to create Cards in Qntrl
Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginningOrchestly 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 business
Top Contributors
Sri Priya RK
Roshan S
Lawrence Sam Selvam A