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We’re thrilled to bring you a series of exciting updates that will enhance your workflow, improve task management, and give you greater control over your data. In this release, we’ve introduced new features that streamline processes, from resuming tasks without leaving the platform to customizing your reports and automations. These updates are designed to empower you to work smarter, save time, and stay organized.
Let’s dive into the latest improvements that will enhance your experience!
Key Workflow Updates to Help You Stay Ahead of the Curve
Enhanced Pause Node
We’re excited to announce a new enhancement that streamlines your workflow! Users with admin permissions can now resume the Pause Node directly from the My Task tab—no need to switch to Postman. Once the task is launched, simply access the task details and manually trigger the next step right from the same interface.
Enhanced PDF Customization in Workflow Tasks
We’re excited to introduce a new enhancement in workflow management that gives you more control over your PDF outputs. Users can now customize the columns displayed in the PDF for both user tasks and approval tasks. To enable this feature, simply toggle the “Generate as PDF” option and provide a name for your document. Once generated, the PDF can be easily viewed or downloaded directly from the task. This update helps teams generate cleaner, more relevant documentation tailored to their specific needs.
Enhanced Event Automations to Streamline Task Assignment
Our latest enhancement introduces two powerful event automation options to make task management even more efficient.
Now, users can configure scenarios such as:
- Auto-assign on due date: When a task reaches its due date with a specific status, new assignees can automatically be assigned.
- Status-based reassignment: When a task transitions to a particular status, it can be reassigned to a specific team member while removing all existing assignees.
These automation rules help teams stay agile and ensure the right people are always aligned with the task at the right time.
Enhanced Customization in Sales Funnel Report
We’ve added two powerful filters to the Sales Funnel Report in YoroCRM to give you more control over your data. You can now filter the report by specific users and particular dates, making it easier to track performance on an individual level or analyze data for specific time frames.
These enhancements are designed to simplify your workflow and improve task management, making it easier to stay on top of tasks, customize reports, and automate key processes. We’re committed to continually refining our platform to provide you with the tools you need to work more efficiently and effectively. Stay tuned for more exciting updates coming your way!
