Vídeos - Aprenda a usar o Qntrl e criar orquestrações - New

Vídeos de Ajuda

Confira nossos vídeos de suporte para entender como usar melhor o Qntrl e aproveitar todas as vantagens que nossa plataforma de gerenciamento de fluxos de trabalho pode oferecer.

Orquestrações em 4 passos

Veja como é fácil criar o seu processo em apenas 4 passos.

Mudando a visualização

Quer ver em forma de lista ou em forma de kanban? Você que manda

Como criar um card

Os cards do Qntrl servem para criar tarefas dentro do seu processo de negócio e colocá-las no fluxo de trabalho correto.

Criar usuários e funções

Saiba como criar novos usuários e atribuir as tarefas e acessos certos para cada pessoa.

Como criar uma equipe

Aprenda a criar uma equipe para trabalhar com você nos fluxos.

Usando a função "comentários"

Veja como comentar nas tarefas e cards para registrar a conversa sobre o processo de negócio.

Organize Email Templates

Quickly organize your Qntrl email templates.

Add custom field values

Card's custom fields can be filled with values dynamically while executing custom functions. Know how to add this syntax in your functions from this video.

Authorization using Connections

Connections helps you authenticate the API call for specific scopes of Qntrl and other internal Zoho applications used in the custom function.

Add Custom Fields

Create fields and customize their properties in forms, based on your business requirements.

Add User & Team

Add the employees of your organization as Users and group them together in Teams.

Add & execute Card

Learn to create cards, assign them to the right person in charge, and progress to accomplish cards in Qntrl.

Add Line Item in Form

Line items are tables you can add to the form where each column is mapped to a custom field.

Card View - List & Kanban view

View your Cards in Qntrl using two different layouts - List and Kanban view.

Automate Transitions

Configure transitions to be executed automatically based on a set time frame or condition.

Business Rule

Trigger events automatically based on a defined action performed in a card.

Create Blueprint in Orchestration

Blueprint is a step-by-step workflow to automate processes in an organization.

Create Card Custom View

Prioritize and personalize the cards you view by creating a set of custom views.

Create Custom Reports

Create and customize reports driven by the data in Qntrl.

Create Email Templates

Create default templates for the emails automated from Qntrl.

Create and Manage Profiles

Configure unique access privileges for each profile in Qntrl.

Create Role

Classify users with suitable designation in Qntrl.

Create Schedules

Trigger custom functions periodically or at defined time intervals in Qntrl.

Parallel & Common Transitions

Common Transitions can be accessed from multiple stages whereas Parallel Transitions possess multiple transitions between 2 stages.

Rearrange top panel in Orchestration

Rearrange tabs like Cards, Reports, Orchestration shortcuts, and Extensions available in the top panel.

Reuse Fields across Forms

Reuse existing custom fields across forms while maintaining an independent property of the custom field in each form.

Validate Blueprints in Orchestration

Review the newly created blueprints, validate them and publish the orchestration in Qntrl.

Set Permissions In Orchestration

Configure who can create and access Cards in each orchestration of Qntrl.

Qntrl Vídeos

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