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,
Tip #20: Onboard teams easily and assign access privileges in Orchestly
Onboarding a new software is very crucial for both the employer and employee. To make it smooth, Orchestly allows you to onboard your whole team easily and helps you decide the level of access privilege each employee must be provided. This can be done
Orchestly Product Updates | Q2, 2020
We've rolled out quite a few useful features and enhancements this quarter. We’ve also expanded our help materials with the introduction of Tutorials. Here's a quick rundown of our recent updates: Schedule your custom functions Note: This is an early
Tip #19: Why should we set up criteria in Business Rules?
Business Rules in Orchestly help you automate your business processes by defining pre-defined actions that has to be performed when specific conditions occur. To do so, you can specify when the business rule is to be executed, and also add a criteria
Tip #18: Assign jobs to users dynamically using Orchestly
Note: The techniques mentioned in this article are Early Access features. If you'd like to try this out, please email our support team at support@orchestly.com. We'd be delighted to enable our new updates for you! Organizations run on different strategies.
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,
Tip #14: Move Jobs through Blueprints in Orchestly
While we automate processes with well-planned workflows, at times we might require jobs to go through several blueprints to accomplish a business process. To facilitate this, Orchestly allows users to move jobs between blueprints. It can either be done
Tip #16: Why should we set up criteria in Blueprints?
Blueprints in Orchestly helps you create a replica of your offline processes. At every stage, the process is handed over to the next respective team/individual/role. You can then follow-up with notifications, and approach the right point of contact
Tip #15: Manage notifications you receive from Orchestly
Notifications help you stay informed of the updates in your organization. We understand that too many notifications might clog your inbox or mobile screen, burying important information from your view. To avoid this, Orchestly allows you to choose what
Tip #12: Automate recurring activities using Schedules in Orchestly
Until now, custom functions in Orchestly are triggered from Blueprints and Business Rules based on transitions or updates performed in jobs. To widen the scope of custom functions and enable users to trigger functions independently, without relying on
'Sign in with Apple' is now supported in Orchestly iOS mobile app
Hello All, In the latest version (v1.0.7) of the Orchestly app, we have brought in support for an additional mode of gaining access to the Orchestly app. You can now sign in to the app using Apple ID by clicking on 'Sign in with Apple' option. It is
Extension Series #07: Speed document approvals with workflow automation in Orchestly
Orchestly helps you improve the experience of digital workflow management. Orchestly's processes provide clarity with a single point of contact for each task in your organization. However, there can be times when we have to wait to get documents signed
Radio button and Checkbox custom fields are now supported in Orchestly Android mobile app
Dear users, We have now brought in support for the 'Radio button' and 'Checkbox' custom fields in the latest version (v1.0.10) of the Orchestly Android mobile app. I have attached a screenshot of 'Checkbox' field in Add form page below for your reference:
Tip #13: Create repetitive jobs automatically in Orchestly
Automating repetitive tasks allows us to improve consistency in the services we provide and lets us focus on other important tasks. It also eliminates manual errors and leverages time to increase productivity. Orchestly, in addition to workflow automation,
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
How to Handle Mandatory, but Non-Sequential Stages and Transitions
I'd like to make Orchestly really drive our processes in our company. One place where it would be really useful is managing periodic processes. As an example, we have end-of-month, quarterly, and annual activities that have lots of individual things that
We’d love to hear your thoughts
Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements. We value customer opinion
Extension Series #06: Developer tool and team communication tool for Orchestly
After a brief discussion on extensions for Orchestly in this series, we have two other extensions for you - Slack , a team communication tool and Property Tweaker , a data storage extension for Orchestly. What makes Property Tweaker different
Extension Series #05: Data Export Tool for Orchestly
Orchestly is a comprehensive process management platform that improves the way we practice business activities. It brings in an increased productivity rate, and collaboration spirit. While you have invaluable business data in Orchestly, it would be
Extension Series #04: Time tracking and invoicing tool to streamline workflows in Orchestly
Orchestly caters to businesses with distinct requirements and unique business processes. It aims to help improve your workflow, be more productive, and work with less frustration while you do business. However, every business requires answers to some
Extension Series #03: Attach files from cloud storage in Orchestly
Gone are the days when we were restricted to accessing data only from the local device it is stored in, like external hard drives, flash drives, and CDs. Given the changing world around us, it is more reliable to use cloud storage, which is secure and
Extension Series #02: Digitize checklists to help your staff manage workflows
Many of us prefer to split up tasks into smaller actions or make a list before we perform a task - just to avoid making simple mistakes and to ensure that the steps in a process are not skipped. For example, a car driver would check the tyres, adjust
Beta feature: New fields in Layouts
Orchestly provides a set of custom fields that can be added in layouts to capture different organizational details. In addition to these existing custom fields, we’ve introduced 3 new fields: Date, Checkbox, Radio button, and Line items. Note: The new
PDF preview in Orchestly
Considering that there is a Sign extension for Orchestly, it would be natural to be able to preview PDF documents attached to jobs, as Orchestly does with images. Sign always attaches PDFs.
Extension Series #01: Signature tool to validate documents in Orchestly
Isn't it time-consuming to sign and send documents online? You format and print the document, sign it, scan it into your computer, and (usually) re-format it again before sending. As a one-off, it doesn't sound too bad. However, repeating this a dozen
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
Tip #9: Enhance automation in your organization using Orchestly’s Function Gallery
More often than not, multiple teams collaborate to complete a single task. In such cases, work allocation between teams might turn laborious. For instance, in Zylker Corporation, once a deal is closed by the Sales team, the sale details are sent over
Orchestly Product Updates | Q1, 2020
We hope you are all doing well! Even as the world is experiencing a temporary halt owing to the pandemic, let us be optimistic of the days that lay ahead and hope for the best. This too shall pass! Inspite of the challenging times, we’ve been up to a
Tip #11: How to optimize automation with Business Rules in Orchestly
Orchestly’s business rules received a recent facelift to accommodate multiple criteria and actions. You can now add up to 10 criteria for each business rule and configure instant as well as scheduled actions within it. If you are wondering how useful
Tip #10: Notify external users about job updates using Orchestly
Orchestly keeps your team members well updated about the progress of each job in your organization. Along with your internal teams and users, your external teams like vendors, agents, or resellers can also stay updated via emails from Orchestly. Let
Subforms feature is now supported in the Orchestly mobile app!
Hello Everyone! Here is an announcement regarding the new features that are supported in the latest versions of the Orchestly app (Android v1.0.8 and iOS v1.0.6). Subforms: A subform is a secondary form or a table, that lets you add multiple
About ZohoOrchestly to add a next person
Hello Please teach me how to add a person to approve some documents from me. Thak you.
Orchestly Community Digest- January 2020
The new year has been a great start for Orchestly and we hope it’s been amazing for you too! Here’s a list of our updates from the past month. Product Announcements 1. Spreadsheets vs Orchestly to manage your organization Taking the leap from Spreadsheets
Tip #8: Hacks to optimize your blueprints in Orchestly
Automating your organization’s workflows will be a piece of cake once you get to know the fine nuances of Orchestly. We’ve compiled a few of our tips here to help you get the best out of Orchestly. One layout, many blueprints Organizations have processes
Tip #7: Spreadsheets vs Orchestly to manage your organization
A conventional method of managing work in most organizations is via spreadsheets and documents. These software might help track the jobs at a basic level but has its setbacks. If you have been using spreadsheets/documents, ask yourself the following
Option to add a description to each stage
I love the idea of Orchestly and the efficiency it promises. The option to add a description to each stage is one key feature I would need before integrating it into my workflow. The name of the stage may not be sufficient information to communicate the
hiding fields and revealing after phases or transitions
New to Orchestly; learning I have a new Layout that I have 4 basic phases I want to execute actions against. I have left the first phase viewable; phases (fields within sections) 2-4 are hidden. In the first transition I have it set to 'add' the fields
Orchestly to Connect integration
Wondering if it's on the road map to send job notifications through Orchestly instead of email? Our company is working hard to adopt one location for communication and it would be a great feature to see those notifications there.
Orchestly translations incomplete
I wonder why the Orchestly user interface is not fully translated into Spanish. The word "Job" and field names "Team" and "Assignee" aren't translated and neither are any of the pick-list fields options on fields like "Priority", etc.
A recap of 2019- The year we launched!
This year has been significant for Orchestly, starting with our launch in May. We’d like to take a moment to thank all our customers and partners, who have helped us evolve better. Here’s a quick recap of our feature releases in 2019. You can keep a
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