Short Help Videos
Layouts are online forms built to capture data from users.
Add Custom FieldsGIF
Create, customize, and manage fields in your Layouts.
Fields in Orchestly can be reused across Layouts with independent field property and label in each Layout.
Blueprint is a step-by-step workflow to automate processes in an organization.
Parallel Transition and Common TransitionGIF
Common Transitions can be accessed from multiple stages whereas Parallel Transitions possess multiple transitions between 2 stages.
Configure transitions to be executed automatically by setting a wait time or a condition.
Set deadlines for stages and trigger escalations when the set deadlines are not met using SLA.
Add and Execute JobGIF
Jobs are created to request solutions from an organization by filling out Layouts.
View jobs as work items in Kanban board; drag and drop jobs from one stage to the next.
Personalize the jobs you view by filtering them using criteria in Custom Views.
Gain insights on job efficiency and monitor employee progress using Reports.
Create Email TemplatesGIF
Create templates for the emails automated from Orchestly.
Create Business RulesGIF
Automate one or more events to be triggered when a job action is performed using Business Rules.
Add Users and TeamsGIF
Add the employees of your organization as Users and group them together in Teams.
Assign a designation to your employees using Roles.
Classify access privileges to your users using Profiles.