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Back to Work: New Features to Boost Your Productivity

Published by Elise Foley Elise Foley · Sept 20, 2024
Back to Work: New Features to Boost Your Productivity

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Adjustable Spreadsheet Columns  

Adjustable spreadsheet columns allow you to shape your workspace exactly as needed. In the Metric Dashboard's spreadsheet view for data entry, columns can be expanded or narrowed with a quick slide of the cursor.

This simple yet powerful feature helps users effortlessly manage data, helping users avoid unnecessary scrolling and making data entry easier to manage.

adjust columns

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Support Articles at your Fingertips 

Accessing relevant support content has never been easier. When selecting "Help" on the bottom tool bar, articles relevant to the specific module you're using will pop out.

For example, if you're on a project management page, support articles for Action Lists will pop up. And when you're on the home page, general support content appears, ensuring you have the assistance you need, exactly where and when you need it.

HelpArt

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External Action Approver

Streamline approvals by allowing external partners to approve project tasks and actions.  With the "Enable Task Approvers" option in Action List settings, you can now extend approval capabilities to external stakeholders, ensuring tasks are reviewed by the right people, even if they're outside your immediate organization. This enhancement opens new pathways for collaboration and can expedite processes by involving partners directly in decision-making.

TaskApprove

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Update to Approval Process   

The latest update to the approval process introduces two key enhancements:

Comments : When approving or rejecting an item, users now have the option to add a comment with their decision. Previously, comments were only required for rejections, but now, while still mandatory for rejections, they are optional for approvals. This gives approvers the opportunity to provide additional context if necessary.

Approval Comment

Reminders : New reminder features have been added to notify approvers that an item is awaiting their approval. This is particularly useful for ensuring timely actions and avoiding delays in workflows.​​

Send Reminder

Approval Reminder

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Multiple Dashboards in the Action List Header   

To enhance visibility and productivity, the system now supports displaying multiple dashboards directly in the action list header. This feature provides users with a comprehensive overview of key metrics without having to navigate away from the action list. It's all about delivering crucial data in the most convenient way possible. 

Multi Dash

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Are you ready to give these enhancements a try?

Right on! Our team is ready to answer your   questions or assist   whenever you need it. 

 

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