Short Help Videos

  • Create Layout

    GIF

    Layouts are online forms built to capture data from users.

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  • Add Custom Fields

    GIF

    Create, customize, and manage fields in your Layouts.

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  • Reusing Fields

    GIF

    Fields in Orchestly can be reused across Layouts with independent field property and label in each Layout.

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  • Create Blueprint

    GIF

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

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  • Parallel Transition and Common Transition

    GIF

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

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  • Auto Transitions

    GIF

    Configure transitions to be executed automatically by setting a wait time or a condition.

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  • SLA

    GIF

    Set deadlines for stages and trigger escalations when the set deadlines are not met using SLA.

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  • Add and Execute Job

    GIF

    Jobs are created to request solutions from an organization by filling out Layouts.

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  • Kanban View 

    GIF

    View jobs as work items in Kanban board; drag and drop jobs from one stage to the next.

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  • Custom View

    GIF

    Personalize the jobs you view by filtering them using criteria in Custom Views.

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  • Create Report

    GIF

    Gain insights on job efficiency and monitor employee progress using Reports.

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  • Create Email Templates

    GIF

    Create templates for the emails automated from Orchestly.

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  • Create Business Rules

    GIF

    Automate one or more events to be triggered when a job action is performed using Business Rules.

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  • Add Users and Teams

    GIF

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

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  • Add Roles

    GIF

    Assign a designation to your employees using Roles.

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  • Add Profiles

    GIF

    Classify access privileges to your users using Profiles.

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