Work remote using Orchestly

Work 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, and test the features.  
 
Once a feature is proposed, it is analyzed for feasibility by the Product Manager. On successful validation, the feature is first assigned to the UX teams and later the development team. After the feature is built and approved, it is assigned to a Quality Analyst (QA).
 
Our Quality Analysts have an extensive process to test the quality of each feature and hence follow an exclusive blueprint.

QA Team's Blueprint



Purpose: To allow multiple levels of testing. 
 
Since the QA blueprint is a sub-part of the PM blueprint (master blueprint), we have established a relationship between these two using custom functions. 
 
Once a job in PM blueprint reaches the stage 'Assigned to QA’, a new job is created and mapped to QA blueprint (child blueprint). After this new job is complete, the PM blueprint (master blueprint) resumes control and the job progresses to the next stage automatically.  



This way, you can build any number of sub blueprints for a master blueprint. If you'd like some guidance to try this out, don't hesitate to email our support team.

Gain insights using Reports



Everyone in the team can now view the feature’s progress anytime using reports. It also helps us identify bottlenecks if any.

Collaboration

You can collaborate with your team using comments in jobs. You can also use integrations like Zoho Cliq and MS Teams to stay connected with your team members. 

We hope our processes helps you gain a better perspective of Orchestly. Try automating your team's processes and let us know your feedback. Visit our help center to get detailed insights into Orchestly’s features. Developers could also benefit from our API and Extension Development guides.    


      • 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 templates
      • Qntrl'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 new
      • 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 beginning
      • 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 business
      • 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-centric

        • Recent Topics

        • Flexible Partial-Use Coupons (Stored Value Credits)

          Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forced
        • Migrating Brevo Automation Logic to Zoho Campaigns

          Hello Zoho Campaigns Support Team, I am in the process of migrating my email marketing from Brevo to Zoho Campaigns. I have around 10,000 contacts, which I have already successfully exported from Brevo and imported into Zoho Campaigns. I now need guidance
        • Is there a way to delete workspaces?

          I want to remove one of the workspaces in my Campaigns account. I don't see any obvious way to do this. Am I missing something?
        • New Custom View -Sorting the Custom fields

          While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by  " may also be included in  Define new criteria module  which will be more beneficial to
        • Make CAMPAIGNS email look as simple as possible

          Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)
        • Canadian Banks ?

          Can you advise which Canadian Banks can be used to fully sync credit cards and bank accounts? Thanks
        • Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.

          Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find
        • Can I remove or divert certain contacts from an active Campaigns workflow?

          I have created a workflow in Zoho Campaigns, which sends different emails, once contacts have been added to a mailing list. To choose which email to send to the contacts, there are conditions, which divert contacts based on their company type and their company size. There was a subsection of this workflow, where company size wasn't selected correctly, and some contacts have been sent down the wrong path and received the wrong email. The workflow contains a reminder loop and a further series of emails.
        • How to map fields from Zoho Recruit to Zoho People

          I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in Zoho
        • UTM in zoho campaigns

          Helloo everybody!!! Someone know how IF ZOHO CAMPAIGNS has UTM for tracking the url of any campaigns. thank u
        • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

          Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for
        • Knowledge base printing

          I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format.   Bonus would include an index of keywords and
        • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

          Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.
        • How do i integrate google analytics to Zoho Campaigns?

          Looking to track Zoho Traffic from email Current topic is outdated
        • How do teams manage meeting follow-ups across Zoho tools?

          We’re using Zoho tools for collaboration and tracking, but managing meeting notes, action items, and follow-ups across teams is still challenging. Curious how others are handling this within Zoho workflows. Are there best practices or integrations that
        • Mejoras urgentes para ZOHO MEETING

          Tengo unos meses usando Zoho Meeting. En general, es buena, pero hay cosas vitales que no logra cumplir con mínima calidad. 1) Calidad de audio y video: urge mejoras. Audio con retraso, imagen borrosa, mal recorte de silueta con fondos virtuales. Además,
        • Saving sent email campaign as PDF

          I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?
        • Exporting All Custom Functions in ZohoCRM

          Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way
        • Conditional Layouts On Multi Select Field

          How we can use Conditional Layouts On Multi Select Field field? Please help.
        • Appreciation to Qntrl Support Team

          We are writing this topic to appreciate the outstanding level of support from Qntrl Team. We have been using Qntrl since 2022 after shifting from another similar platform. Since we joined Qntrl, the team has shown a high level of professionalism, support,
        • How can I hide "My Requests" and "Marketplace" icon from the side menu

          Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,
        • Whatsapp Integration on Zoho Campaign

          Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who can
        • Mandatory Field - but only at conversion

          Hello! We use Zoho CRM and there are times where the "Lead Created Date & Time" field isn't populated into a "Contractor" (Account is the default phrase i believe). Most of my lead tracking is based on reading the Lead Created field above, so it's important
        • Using data fields in Zoho Show presentations to extract key numbers from Zia insights based on a report created

          Is it possible to use data fields in Zoho Show presentations along with Zoho Analytics to extract key numbers from Zia insights based on a report created? For example, using this text below: (note that the numbers in bold would be from Zia Insights) Revenue
        • Free webinar: AI-powered agreement management with Zoho Sign

          Hi there! Does preparing an agreement feel like more work than actually signing it? You're definitely not alone. Between drafting the document, managing revisions, securing internal approvals, and rereading clauses to make sure everything still reflects
        • WhatsApp Channels in Zoho Campaigns

          Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
        • CRM For Everyone - Bring Back Settings Tile View

          I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile view
        • Add notes in spreadsheet view

          It would be great if we could Add/edit notes in the spreadsheet view of contacts/leads. This would enable my sales teams to greatly increase their number of calls. Also viewing the most recent note in the Contact module would also be helpful.
        • Opening balances - Accounts Receivable and Payable

          Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 or
        • Cancel Subscription

          Hi , Im want to cancel my account but without success please help me to do it
        • Making an email campaign into a Template

          I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?
        • Direct Access and Better Search for Zoho Quartz Recordings

          Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays
        • Multiple Cover Letters

          We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,
        • URGENT: Deluge issue with Arabic text Inbox

          Dear Deluge Support, We are facing an issue that started on 12/Feb/2026 with custom functions written using Deluge within Qntrl platform. Currently, custom functions do not accept Arabic content; it is replaced with (???) characters. Scenario 1: If we
        • File Conversion from PDF to JPG/PNG

          Hi, I have a question did  anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps.  I do know there are many third parties API provide this with
        • Now in Zoho One: Orchestrate customer journeys across apps with Zoho CommandCenter

          Hello Zoho One Community! We’re excited to introduce Zoho CommandCenter as a new capability available in Zoho One. For the whole customer journey As Zoho One customers adopt more apps across sales, marketing, finance, and support, a common challenge emerges:
        • annualy customer report

          we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make and
        • Totals for Sales Tax Report

          On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous
        • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

          Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join
        • Exported Report File Name

          Hi, We often export reports for information. It is time consuming to rename all the reports we export on a weekly basis, as when exported their default name is a seemingly random string of numbers. These numbers may be important, I'm not sure, but I am
        • Next Page