Tip #5: Service Level Agreement (SLA) in Orchestly
SLA accords your employees with a sense of responsibility, ensuring timely delivery of work items in the organization. It also improves accountability within teams, encouraging individuals to complete their tasks well before deadlines.
SLA in Orchestly allows you to set deadlines for stages and trigger escalations when the set deadlines are not met. You can send advance reminders about the deadline, set day-of reminders to prioritize everyday tasks, and send escalation emails when the deadline has elapsed.
Let's consider a business case to gain better insights. Bob owns a maintenance agency that promises to address consumer complaints within 3 days. Let's see how Bob automates the company's workflow by configuring SLAs in Orchestly.
Early reminders:
Bob can send early reminder emails to technicians one or two days before the stage deadline. This will help technicians plan their work in advance. You can configure any number of recipients in SLAs. You can also add recipients in CC and BCC fields.
- 3 early reminders can be configured for each stage.
Day-of reminder:
Bob can send day-of reminder emails to the technician and his manager to alert the day’s tasks to them. If a technician is overloaded, the manager can reassign the job to a different technician.
- Only one day-of reminder can be configured for each stage.
Escalation alerts:
If a stage is not completed even after the deadline, an email can be configured to trigger escalation actions. Orchestly also allows you to configure multiple levels of escalation. Here, Bob can configure a first-level escalation to the technician’s manager, second-level escalation to senior manager, and a third-level escalation to the company’s director.
- 3 escalation alerts can be configured for each stage.
Users can track their Upcoming Jobs and Overdue Jobs with respect to SLAs using the default job views. The remaining time or elapsed time for each stage will be displayed in the respective job.
Bob can thus automate his processes using SLAs in Orchestly. Try out SLAs for your business and let us know it helps. If you have any questions or suggestions, leave a comment below or email us at support@orchestly.com.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Saranya Baskaran Lakshmi
Sticky Posts
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 templatesQntrl's 2023 year in review
This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This newTip #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 beginningTip #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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
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
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Sesión "Ask me anything" Zoho en Español - 26 de junio de 2025, de 14:00 a 17:00 (en español)
¡Hola Comunidad! ¿Quieres entender mejor Zoho CRM o Zoho Desk? Nuestros expertos estarán disponibles para responder a todas tus preguntas durante nuestra sesión "Ask me anything". Puedes comentar este artículo y durante tres horas, nuestro equipo estaráUI Update: We've Reorganized Invoice Settings
Dear users, We’ve reorganized invoice settings to offer you a streamlined and intuitive experience when managing your subscriptions. Starting from 2 July 2025, subscription-related invoice settings will be accessible from a new page called Billing PreferencesMarketer’s Space – Automate Subscription Management for CRM Contacts Using Workflows in Zoho Campaigns
Hello, marketers! Welcome back to Marketer’s Space. In this week’s post, we’ll look at how to simplify subscription management using Workflows for contacts synced from Zoho CRM in Zoho Campaigns. There are multiple ways to assign topics to your contacts:CRM and Finance Tab - Add Invoice "Subject " Column
When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this. We need to see what that invoice is for, without opening it. If we have tons of invoices we need a way to quickWhatsApp to shift to per-message billing from July 1, 2025
Greetings Recruiters, If you’re using WhatsApp to connect with candidates through Zoho Recruit, there’s an important pricing change coming up that you’ll want to plan for. What’s changing? Starting July 1, 2025, WhatsApp is moving away from conversation-basedImplement full RTL support in Zoho Cliq, including text alignment and character positioning, regardless of the interface language.
Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to the current RTL language support within Zoho Cliq. Currently, while Zoho Cliq allows users to input text in RTL languages, the text alignment remains LTR, resulting inEmail Alerts with Affected Flow Details When Deprecating Modules in Zoho Flow
Dear Zoho Flow Team, We would like to request an enhancement to the module deprecation process in Zoho Flow. 🧩 Current Limitation: Currently, when a module is deprecated by the Flow team: No email notifications are sent. There is no automated way toare there Url parameters to group records in the report/view?
There are URL parameters to filter records in target report. Is there any way to group records in report by certain field, using URL parameters or embed report parameters? Or any other workaround, apart from creating second report for dofferent grouping? Aim: I want to provide user a quick link to re-group embed report by different fields.Setvalue() client script not working
I have created a client script on the load the record(detail view page). I wanted to populate some default information in the single line field. for that I created the client script. below is the script: var field_obj = ZDK.Page.getField( 'Designation'Power of Automation :: Automate Deal Status Update in Zoho CRM upon Project Completion.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:Leverage the power of Zia (AI) to create Marketing Projects in Zoho Marketing Plus
Hey everyone, Zoho's advanced AI assistant, Zia, now works with OpenAI to offer personalized marketing activity suggestions for your marketing projects in Brand Studio. With information such as your campaign's objective, duration, marketing channel types,Use Zoho Flow to Supercharge your Zoho FSM Integrations
We are thrilled to announce that Zoho FSM is now included in Zoho Flow - Zoho’s powerful no-code integration platform. With this, you can connect Zoho FSM with your most-used applications—without requiring technical expertise. What does this offer? ZohoZoho Flow triggers not working
Hi , I have set up a flow which triggers when a new record is created in a Zoho Creator app. This flow works great when I initiate the flow with "test and debug". However the flow does not trigger in live mode. I have tested all the connections usedCan you sync your Apple Calendar with Bigin Activities/calendar?
I've searched everything I can find and nothing is coming up... I've got a number of things in my calendar for the future, and it would be easiest if I can sync between them to update my availability for my booking page (also syncing the other way wouldHow to track salesiq on google analytics without GTM
Hello! We had to move the installation of the SalesIQ widget from GTM to directly do it in our wordpress site. The SalesIQ widget was being blocked by Adblockers which caused a lot of our visitors to not be able to see it. This issue was fixed from deletingCustom Module Count
We are on Zoho One. CRM says that the three modules which support Zoho Sign integration are "custom modules." Do these count against the 200 custom modules permitted by the One access to "enterprise-level" CRM features?Marketer's Space: Bookmarks by Zoho Campaigns
Hello Marketers, In this week's Marketer's Space, we'll look at a simple yet powerful feature that makes a big difference in your workflow: Bookmarks. Bookmarks is a built-in feature in Zoho Campaigns that enables you to create a personalized libraryI need a custom AI Chatbot to be integrated with ChatGPT to Handle Customers inquiries
I need a custom AI Chatbot to be integrated with ChatGPT to handle Customer inquiries, and save the data to Zoho CRM as a Leads, Also to schedule a demo with clients and more optionsUser Management > Agents request
I have a few suggestions for the Agent page: 1) Please add a way to filter Full agents. The list currently shows Light agents as an option but sometimes it would be helpful to view only the full agent licenses or non-light agent. 2) Add the ability toMandate Assessments in Zoho Recruit's Candidate Application Form
We're excited to announce the Include Assessment option for the Candidate Application Form, which lets you display the pre-screening assessment associated with the job opening along with the application form fields. This ensures that every candidate applyingSending an email from contacts does not display the recipient's name correctly
When I select a contact or group of contacts and then click the envelope to send mail, the contacts are added to the To section of a new email. Unfortunately, their First and last names are not displayed. The part of the email address before the @ signWriting SQL Queries - After Comma Auto Suggesting Column
When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? AnyoneStop adding Default ID column to xls exports
When anything is exported to xls, Zoho adds a column with an ID. WE DO NOT WANT THIS COLUMN. We use an automated report to a team. We have our own tracking number. 1. This makes the report messy, it just pushes OUR data off to the right. 2. We have tocommunication distribution
Hello community! Request for help - how to resolve the issue of subscribing to specific content. I use ZOHO CRM and ZOHO CAMPAIGNS to send email communications to my customers. I only purchased ZOHO CAMPAIGNS after using the CRM for some time and I haveTruesync for Linux
Is Truesync available on linux ?Web access blocked
Hello, My account (chris@thewebprojects.com) has been blocked due to security reasons. Please see attached. Can you kindly please help me. Thank you in advancedHow to determine ZohoCreator organization ID
I am trying to setup an API to interface with my ZohoCreator app by following the self-client credential flow here https://www.zoho.com/accounts/protocol/oauth/self-client/client-credentials-flow.html However, it requires me to input my organization ID.Autofill Zoho form with Zoho campaign data
Hello, I send campaigns and we have set a button called "Demo" in that campaign. This button leads to a form. Since we have the data in Zoho Campaign, would it be possible that some fields of the form (first+last name, email, company) are automatically filled when our readers click on this button? If yes, how could I do that? Thanks Aurélie LeyendeckerNeed to be Amount Adjusted with same Group Comany
Dear Sir/ Madam, Good Day, Example wise i write my quire Below A B C & D E F Bothe are Same Group Companies We Paid 50000 AED to ABC Company but we received Invoice 48000 AED worth of material Balance 2000 AED invoice i received from D E F. I Need toTransfer between 2 accounts in forein currency
Hello, While abroad, I have exchanged some money in a money exchange service from a foreign currency (MYR) to another foreign currency (USD) without passing through my base currency (CHF). How do I record this transaction in Zoho Books? When I try toZoho Books Webhook in Custom Module doesn't work
I have a custom module "Purchase Request" in Zoho Books in which we're trying to convert status of the PRs to Draft and Pending Approval. We've explored different applications and custom functions but found that the status is not "writable". However,Issue with Missing Scope for Creating Service Report via Zoho FSM API
Hello @Latha Velu , I am currently working on creating a connection to create a Service Report in Zoho FSM using the API. However, while configuring the required scopes, I noticed that the scope ZohoFSM.modules.ServiceReports.CREATE whichImap Support?
Does Zoho Books support IMAP? I have enabled outlook integration from settings in Zoho Books Yet the emails I send from Zoho Books for example if I email a purchase order or an invoice I dont see them in it in my sent box in outlook Is there a problemADDING FUEL SURCHARGE & HST
Hello I need to invoice the customer showing both Fuel Surcharge & ON HST separately. The FSC should be 20% of the subtotal. The HST should be applied to sum of Subtotal + FSC So it should be like: SUBTOTAL: 100.00 FSC (20%): 20.00 HST (13%): $15.60 HowZoho Project API search?
Good day, i would like to search our entire portal for a task using the API. We have over 20k tasks so I dont to search for all tasks and then do a for each as it would take way to long and also would need to go over the limit of 200 records per query.Handling Deposits to Vendors and how to book this
Our scenario: 1. We rent equipment from a renting company for a project (Vendor "Eurorent") 2. We receive an order confirmation with a request to pay a deposit of € 1500. (this is not a Bill) 3. We pay a deposit of € 1500 for the equipment. 4. After usingTip of the Week #61– 5 easy ways to declutter your inbox!
Managing a shared inbox is easier than you think. With the right tools and a smart approach, your team can stay on top of every conversation, collaborate more effectively, and deliver timely responses without any unnecessary back-and-forth. Here are 5Vertical Solution Zoho One
Hello, is it possible to create a vertical solution for Zoho One? Just like it is possible for Zoho CRM?Multiple workspaces with in Bigin CRM
As a freelancer working as a sales representative for two companies, each with its own email address, I would like to know if it’s possible to have two separate workspaces in Bigin. This way, I could manage each company and its contacts independently,Allowing subqueries in FROM clause
When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement. Why isn't this currently supported? Is there a plan to implement this functionality in the future?Next Page