Tip #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.
Usually, when an orchestration shortcut is clicked from the top band, all cards in the orchestration are displayed. However, you can add more customization and choose to view only the cards you want using
custom views.
View only open cards
We often get customer queries asking how only open cards of an orchestration can be viewed instead of all cards. If you’ve had a similar question, here’s the solution.
Create a custom view with criteria- ‘Stage’ ’Not in’ ‘Last stage of your blueprint’. Similarly, you can create custom views to view cards in specific stages too.
View cards with approaching due dates
Cards with nearing due dates need prioritized attention. To view just these cards in an orchestration use the custom view below.
Alternatively you can also list the cards in increasing or decreasing order of due dates by clicking the arrows next to 'Due on' field to
sort them.
View cards of your direct reports
Monitoring the work of your direct reports is made simple with Qntrl. If you wish to view all the tasks that a particular resource is working on, use the criteria ‘Assignee’ ‘In’ ‘User name’.
You can also manage your resources' progress more closely and view what exactly they worked on ‘yesterday’, ‘today’, or any ‘custom date’ using ‘Updated on’ filter.
View cards of your team
Being informed of the tasks your team is working on is essential to understand every individual’s workload, especially when we are working remotely. To understand this, create custom views with criteria- ‘Team’ ‘Is’ ‘Your team name’.
Create views with custom fields
Apart from the default fields (like stage, due date, assignee, team) used above, you can also use custom fields to create custom views. For example, in a reimbursement process, you can choose to view the cards with reimbursement amount higher than $10,000 alone using custom views.
Any number of custom views can be created for each orchestration and you can also share the views with other users using the 'Visibility' option. Apart from custom views,
default views and filters can also help you organize cards in Qntrl. You can also
save filters as custom views.
Try out custom views today and explore unique ways to use them in your organization. Leave your comments below or email us at
support@qntrl.com.
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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 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
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