Looking for something great to take your back-office processes to the next level? Look no further than Trisk!
In this Mid-April release, we –
- revamped our UI/UX design to make it more pleasing,
- simplified our rollback/reopen functionality to improve error correction ability,
- combined our two task management methods to give you more control than ever before,
- introduced description fields for versions of forms/workflows to help keep track of versions,
- enhanced activity statistics by tasks and users to give you more visibility into who did what, when,
- included the highly requested ability to set identifiers for all clients when launching a workflow to multiple clients at the same time, and tweaked the ToDo launch procedure.
So what are you waiting for? Keep reading to learn more about these game-changing features and take your work with Trisk to the next level!
Significant UI/UX revamp
Let’s start with something beautiful. We are excited to introduce the revamped UI/UX design for many of Trisk’s pages, including the dashboard, task list, workflow and form lists, data dictionary, billing, garage, and much more.
We’ve made our platform pages and elements look sleek and more modern. We hope that these changes will enhance your overall experience and make the system more visually appealing.
Take Charge of Your Workflow with Advanced Task Reopening Capabilities
Everybody makes mistakes. Right? We’re human. Having a tool that’s forgiving, that lets you fix things is huge!
We’re announcing an update to our workflow operations to make your task management easier and more efficient. In the past, reopening one task in a workflow could mean reopening other tasks following it in the workflow, which could be time-consuming and frustrating. With our improved solution, you can reopen a single task to fix or modify something without having to touch subsequent tasks in the workflow.
Data preservation hasn’t changed. But, your ability to update or modify individual tasks in the middle of a series of related tasks is significantly enhanced.
This new ability is limited to users who are granted permission to make this type of change. We understand the importance of accountability. As such, this powerful feature can be enabled for specific categories of users.
Keeping with our commitment to accountability, we’ve also ensured you can see all the history of reopened tasks. A record of such action will be saved in the Activity history, ensuring you can keep everything on track.
This new update puts more control in the hands, making workflow management smoother and more intuitive than ever before.
The Best of Both: Combining Trisk’s Two Form Management Methods
Trisk users are familiar with two ways to add forms to an already-running workflow:
- Client/Tenant – Workflows – Specific workflow – Add Form button;
- Fill Form – Foldover (pull-down menu on the right) – Tab Tasks.
The difference between these methods is that when you add a form by the first method, it will be added only once in the current workflow. If you add a form using the second method, the newly added form is recorded in the history of the form, making it available for pre-population from history in subsequent launches of the workflow.
Great news! We’ve combined these two methods of adding forms to an already-running workflow. With the click of a button, you can choose whether to add a form just once or save it to history for future workflow instances. This update ensures that users can select the option that best suits their workflow needs without navigating through different menus or buttons. With this enhanced feature, users can streamline workflow processes and focus on what matters most – growing business!
Description of versions and Forms / Workflows
Say goodbye to confusion with Trisk’s new game-changing feature. You can now include custom descriptions for forms/workflow versions. With this update, when creating new versions of forms/workflow, you can specify the intended purpose for each version. This means you can quickly and easily identify the most relevant version of a form/workflow without having to review and compare each version.
Activity statistics by tasks and by users
With this update, we have enhanced your ability to monitor task completion and ensure deadlines are met, whether by an employee, by a colleague, or by the client.
Trisk’s new activity-tracking page displays all user interactions with each task, including visits, the last visit, the previous visit, total time spent, and downloaded files (including those saved from the garage associated with the workflow).
Only users assigned to permissioned roles can view activity. For those who have access to view this feature, the “Activity” button is visible within the task. With this enhancement, users can now easily monitor their team’s performance, identify areas for improvement, and take their business to the next level.
Identifier for ALL clients
We are thrilled to introduce a highly requested feature – the ability to set the same identifier for all clients when launching workflows in bulk. And to add to the excitement, we have also revamped the user interface with a fresh new design that is beautiful and user-friendly.
This just makes it that much easier to launch the same workflow to multiple clients at the same time with the same identifier. Get ready to launch your workflows with ease and style!
Default notification for ToDo Tasks
What good is a ToDo task if nobody knows it’s there?
With this update, the “Send notification” checkbox in ToDo tasks will now be enabled by default, making it easier for users to stay up-to-date on important tasks. Gone are the days of manually checking the box to send notifications; now, you can focus on completing tasks and let Trisk handle the rest.
Of course, you can still disable this feature if you prefer not to send notifications for specific tasks. We hope this default setting will make it easier for users to be more effective.
With these exciting updates to Trisk’s workflow and form management system, you can streamline your processes, improve your team’s performance, and focus on what really matters – growing your business. Trisk is committed to providing you with the best possible back-office experience.
We hope you enjoy these new features and that they make your day-to-day work more efficient and enjoyable. As always, if you have any feedback or suggestions for future updates, please don’t hesitate to let us know. And we are also happy to share your products created in Trisk on our social networks. Send your stories about how Trisk helps you in your work and your feedback to info@trisk.io.
Thank you for choosing Trisk!
