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#70: Update the ownership of the card dynamically via Business Rules
Businesses which include multiple products will involve multiple teams based on the product chosen. The ownership of the cards needs to be updated based on the product chosen. In such cases, manually updating the ownership can be difficult. With Business
Qntrl Product Updates | Q1, 2023
Dear users, We had some exciting feature updates released for this quarter while we are also working on revamping the product that will have quite a few new features and enhancements. The product revamp is currently in progress and we hope to release
Tip#69: Customize Due Dates and Trigger Email Notifications
The growth of an organization depends more on gaining the trust of its customers. The first step in establishing confidence is when consumers receive their finished product within the promised timeframe. When employees are assigned to multiple tasks and
Audio player is now supported in the latest version of the Qntrl Android app.
Hello, In the the latest version of the Qntrl Android app (v2.0.18) we have brought in support for audio player. Now you can seamlessly enjoy total control over the playback of voice notes and other audio files from within the mobile app. Audio player
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
Tip#64: Transitional fields in Qntrl
A form can contain many fields, but some fields will be relevant only to certain users or in certain scenarios. So, listing all the fields when they are not required will perplex the users. It is always better to hide the fields that aren't required.
A quick recap of Qntrl's 2022
Resources: What’s New | Qntrl KB | Tutorials | Short Help Videos | How-To Videos
Tip#63: How to add new user from another Data Center
Are you encountering problems when adding users to your Organization and receiving the error "Different deployment/region users"? This problem manifests when you add a user who already has a Zoho/Qntrl account in another DC to your organization. Say your
Tip #62: Replace and transfer ownership of a user
Have you ever questioned whether it is possible to replace a user when they are promoted or leave the company? In Qntrl, we have brought in an option where you can efficiently handle this by replacing the user and transferring ownerships from the former
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#60: Lock the fields of Cards at different stages
When a card passes through a number of stages, each stage being owned by a different user, data added by one user shouldn't be modified by other users. In these circumstances, you can use the Card Lock functionality to lock the fields, comments, or attachments.
Custom fields like Phone number, Multi-user and Currency are now supported in the latest version of the Qntrl iOS mobile app
Hello All, In the latest version of the Qntrl iOS mobile app (v2.0.7), we have brought in the below enhancements. Custom fields like Phone number, Multi-user and Currency are now supported in the app in all forms. As per Apple guidelines, now customers
Tip #59: Use Card ID to Filter Cards and Set Criteria
Qntrl now supports filtering cards in List and Kanban views using Card ID. You can either enter the entire card ID, complete with the prefix, or enter only the card number to filter. This is useful when you want to search for specific cards or group them.
How-to video section now has more videos!
The best technique to help users comprehend a product (or) a feature of a product in a much simpler way is through video tutorials. There are a few features released in Qntrl in the last few months. We've now included a bunch of videos covering these
Tip #58: 5 filters helpful in Card views
Filters help us spot specific cards and limit the results that are displayed on screen. This helps us focus on a set of cards and group data easily. Filtering can be performed by configuring conditions based on default and custom fields in Qntrl. To filter
Tip#57: Prioritize Orchestrations to be listed in the top panel
You have many Orchestrations in your Organization but you regularly work only on a particular set of orchestration. In such a case, you have the option to view or display only the Orchestrations that you currently need or work with. For instance, an insurance
Tip #56: Reorder columns in Card list view
Viewing primary information first can be a game-changer when there are multiple ongoing Cards under your organization’s dock. Custom Column option under List View in Cards helps us achieve this in Qntrl. By configuring this option, you can view the columns
Deep-linking is now supported in the latest version of the Qntrl Android mobile app
Hello All, In the latest version of the Qntrl Android mobile app (v2.0.6), we have introduced support for deep-linking which allows users to directly access the module content within the app through links. Please update the app either from the Play Store
Lookup and Relation fields are now supported in the latest version of the Qntrl Android mobile app
Hello All, In the latest version of the Qntrl Android mobile app (v2.0.5), we have brought in support for Lookup and Relation fields within the app. Now you can choose options from Lookup and Relation fields while adding/editing a card and also in performing
Tip #55: Set Validation in File Formats added as Attachments
Would you like to allow only selected file formats to be added as attachments? We have now got the option to set the validations in Attachment and File fields. For instance, an insurance company would like to shift their entire claim process online and
Qntrl Product Updates | Q2, 2022
We've rolled out quite a few useful features and enhancements this quarter. We’ve also expanded our help materials with new how-to videos. Here's a quick rundown of our recent updates: Send emails to create cards using Email In Qntrl now allows you to
Tip #54: Set Stage deadline in Blueprint based on Date & Time fields
Do you want to create SLAs based on Date & Time fields? Stage deadlines can now be configured in Qntrl based on Date & Time fields. We have added Set date field and Set conditional deadline options within the Stage deadline field in Blueprint. Earlier
External users
Hi there, How flexible are workflow in Qntrl for people who are not part of your organization and not Zoho users? Can workflows be triggered by events like emails or click on a web form? Thanks
Deep linking is now supported in the latest version of the Qntrl iOS mobile app.
Hello All, In the latest version of the Qntrl iOS mobile app (v2.0.6), we have brought in support for deep linking which allows the user to access the module content directly on the mobile app through URLs. Please update the app either from the App Store
Tip #53: Populate and search values from tables using Table Lookup
Qntrl supports tables to store organization-related data and access it easily. Data stored here can be populated and displayed in orchestration using Table Lookups. This helps organizations list sizeable data in dropdown or multiselect dropdown fields
Tip#52: Notify users via email when a card is assigned
To remind individuals of significant events, it's always better to send a notification. With Qntrl, you can send email notifications when a card is assigned to a person, role, or team. When designing the Blueprint, you can choose a transition and set
Spotlight: Send an email to create a card in Qntrl
Creating cards in Qntrl is made simpler with our new feature—Email in. With email in, you can simply send emails with the card details to unique Email In IDs and create new cards in Qntrl. Each orchestration has a unique Email In ID to which the emails
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 longer
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,
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 preparing
Tip #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. Phone
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 each
Tip #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 presenting
Tip #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 'Rearrange
Tip #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 a
Next Page