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We’ve rolled out a fresh batch of powerful enhancements designed to make your work faster, smarter, and way more organized. From upgraded ticket automation and smarter AI chats to folder management and scheduled reports—you’re getting more control, less clutter, and smoother workflows all around. Let’s dive into what’s new!
Meet Yoroflow’s Latest Enhancements
Automation for User management
Managing users just got a whole lot easier! Admins can now automate key tasks like disabling accounts for inactive users based on set conditions and resetting user passwords on a schedule. No more manual clean-ups or chasing down password updates. It’s all handled smoothly, saving time and reducing security risks.
With this update, your IT team can focus on what really matters—keeping your business running smarter and safer.
OneDrive Integration is Here
We’ve just made file management in Yoroflow a whole lot smoother! Our latest update brings seamless OneDrive integration right into your workflows. With just a few clicks, you can now connect OneDrive using SSO and keep your documents right where you need them—fast, secure, and fuss-free.
No more jumping between tabs or digging through folders. Everything stays synced, so your team stays focused.
Custom Task Board Views
We’ve added a major boost to your productivity in YoroProject and YoroCRM! With our latest enhancement, task boards now support multiple saved views. Users can set filters, save them under custom names, and instantly switch between views whenever needed—no need to reapply filters every time. This custom task view can be applied for Kanban Board, Grid, List, and Sidebar analytics.
Whether you’re tracking high-priority tasks or sorting by assignees, your perfect setup is just one click away.
It’s all about working smarter, not harder—with a task board that adapts to you.
Smarter Ticket Automation
We’ve just taken your ticketing game up a notch! With our latest update, users can now set both inclusion and exclusion rules for ticket creation—based on email ID, subject line, or content.
That means you can allow tickets that meet your key criteria and block the ones that don’t—all in one go.
No more unnecessary tickets. Just clean, precise automation that knows exactly what to let in and what to leave out.
More control. Less clutter. Maximum efficiency.
Document Creation from YoroAI Chat
In Yoroflow’s Digital Workplace, YoroAI Chat is now doing more than just answering questions. Users can now ask anything, then save the entire conversation as a document straight to their Drive.
That’s not all—you can add security settings to your saved docs, upload them into Custom Apps, and launch them with ease. Oh, and yes—you can now edit chat headings too, for better organization.
It’s your AI-powered chat, turned into a productivity powerhouse. From smart conversations to secure documents—everything flows effortlessly!
Scheduled Reports Are Here
We’ve rolled out a powerful new feature: Scheduled Reports—built to keep your team in the loop without lifting a finger.
Exclusively available to users with admin access to the application and workflow, this feature lets you:
- Name your report and pick the file format
- Choose how often reports should be emailed out
- Select widgets from standard or persistent reports, apply filters, and customize the view
- Set recipients by user or team
- Personalize the email with system variables in the subject line and custom message content
It’s automation at its finest—set it once, and let your data do the talking.
Stay ahead, stay informed—without the manual work!
Stay Organized with Folders in Data Table
We’ve just made managing your data even easier! Now, you can keep things tidy with Folders in Data Tables.
All your existing tables are safely tucked into a default folder, and moving forward, you can create custom folders to organize your data just the way you like it. While creating a new Data Table, simply pick the folder you want to drop it into—or create one on the spot.
You can rename or delete folders, move Data Tables between them, or remove them entirely when you’re cleaning house.
Less clutter, more clarity—and a workspace that finally feels under control
That’s a wrap on our latest round of updates—built to make your day-to-day smoother, smarter, and way more efficient.
From automation to organization, every new feature is here to help you do more with less effort. So jump in, explore what’s new, and let Yoroflow handle the heavy lifting behind the scenes.
Your workflow, your rules—now with even more power.
