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We’re excited to share the latest product enhancements designed to improve your overall workflow experience. These updates focus on delivering greater clarity, control, and usability—empowering users to manage tasks more efficiently, navigate data with ease, and orchestrate complex processes with improved precision. Whether you’re tracking progress, organizing information, or automating actions, these updates are built to help you work smarter and faster.
Big Improvements, Better Control: Explore What’s New
Enhanced Insights into Tasks in Lead or Deal Board
In YoroCRM when a contact is transitioned to a lead or deal board, automation will trigger the predefined process sequence. The process insights are now more powerful, offering enhanced visibility into task statuses such as In Process, Completed, Error, Canceled, and Email Tasks. The insights now include the Initiated Task Name, along with other key details like Task Name, Task ID, Initiated By, Initiated Date, Last Updated By, and Last Updated Date. These improvements help users monitor workflows more effectively and take quicker action where needed.
Data Table with Enhanced UI
In our latest update, the Data Table UI has been refreshed to deliver a more intuitive user experience. Users can now easily distinguish between data tables created from persistence tables and those manually created. To make this clearer, tables linked to persistence data are now marked with a “Managed” label directly within the list view. This enhancement simplifies navigation and helps users quickly identify system-generated versus user-defined tables.
Pause Node with Child Call Another Workflow
With this enhancement, users can now trigger a Pause Node directly from a Child Workflow, offering greater flexibility in workflow orchestration. This update allows for better control over process execution by enabling child workflows to pause operations based on specific conditions or dependencies. It’s a valuable addition for teams managing complex, multi-layered workflows that require precise timing or coordination between parent and child processes.
These feature enhancements are aimed at making your day-to-day operations smoother and more efficient. By refining task visibility, improving data handling, and strengthening workflow capabilities, we’re helping users stay more organized and in control. Explore the new features and see how they can make a difference in your productivity and process management.
