November release notes
Improved UX, easier navigation, and more...
Find tasks easier and start instances quicker with the improved UX
To help you get on with your task without spending minutes locating specific workflows, we improved the look and feel of the workflow overview page.
Now, the most used fields such as the search bar and the tag filter are more prominent, and the remaining filters are available under Filters. We've also made the instance start icon more prominent so it's always easy to find. The improvements are available on desktop and on mobile.
IU improvement in Templates
To make Next Matter language consistent, we introduced some small UI changes. What used to be a Step template is now a template. Additionally, we merged Utilities and Next Matter integrations into Next Matter templates.
The reason for the change is to differentiate configurable integrations you can set up in Next Matter from ready-made templates you can incorporate into your workflows.
Build faster with new templates
Why waste time building workflows from scratch? Use our ready-built templates for faster results. Now you can add a sheet to an existing Google Sheets spreadsheet, or delete it, straight from the workflow. Maybe you need to create a separate sheet for each customer when they sign up with you and delete it when the customer leaves. In this case, this is the exact template you need.
If you use Intercom, you might benefit from a template that brings Intercom company or contact details to your workflow, nice and easy. This way, you might start a workflow with all the necessary data already in.
To find all the available templates in Next Matter, add a step and select Templates > 3rd party templates.
For details, see:
Delegate tasks when you're away
To help workflows move smoothly when you're taking time off, you can now activate the Out of office setting. Simply specify when you're out and nominate a team or a person that will hold the fort for you! This way, all the new tasks will automatically be assigned to your stand-in, and you can rest undisturbed without any tasks being left hanging.
For details, see Out of office.
New templates for easier workflow setup
If you need to quickly move a file from one Microsoft OneDrive location to the next (for example from Prospect Clients to Won), we've got your back. Simply grab a ready-made template and add it to your workflow.
You'll find all the templates in Workflows. Add a new step and select Templates > 3rd party templates.
For details on the template, see Cope a file from one folder to the next.
We've also created a template to speed up creating dynamic dropdowns. These are the dropdowns whose contents change based on the source (a Google Sheet in this case). If you want your users to quickly select an option from a dropdown that's always up-to-date, grab this template and use it as part of your workflow.
Again, this template is available in Workflows. Add a new step and select Templates > 3rd party templates.
For details, see Create a dynamic dropdown.
Goodbye e-mails! Welcome Slack!
Got tired of your email being jammed by task notifications? We totally get it. That's why now you can decide how to get notified about the tasks assigned to you or your team. Simply select Slack in your Profile settings, and enjoy your notification-free e-mail account! But if you want to continue getting emails, select both - it's totally up to you.
Oh, and you can also send notifications to Slack channels straight from tasks. Learn how
Open Next Matter inside Front
No more toggling between windows and tabs. If you use Front, now you can run workflows and complete tasks from within Front. You can open Next Matter as a sidebar plugin, and have all the data at your fingertips.
For more on enabling the widget, see Integrate with Front.
Select assignee based on conditions
Do you want different members of your mortgage team to assess a loan based on its amount? Or send out a different cleaning crew based on the location of the property? No problem! Set it up in seconds when you build your workflow.
Use conditional assignee as the step assignee, specify the conditions, and you're good to go!
For details, see Conditional assignee.
