Next Matter - Full Product Guide

Everything you need to know to get up and running

A +1

17 articles in this collection
Written by Tassilo Karunarathna, Shadi Rashed, Alessio Madeyski and 1 other

Getting started

Creating a basic process

This tutorial teaches you how to create a basic Next Matter process

Written by Shadi Rashed
Updated over a week ago

Steps

In this tutorial you learn how to use steps to design efficient processes with step-by-step instructions and clear task assignments

Written by Shadi Rashed
Updated over a week ago

Actions

In this tutorial you learn how to create actionable items within your steps.

Written by Shadi Rashed
Updated over a week ago

Data References

Data referencing is a powerful way to re-use data created in Next Matter process instances

Written by Shadi Rashed
Updated over a week ago

Running a Next Matter Process Instance

Everything you need to know about executing Next Matter operations process instances from launch to completion.

Written by Tassilo Karunarathna
Updated over a week ago

Managing permissions

Learn how to restrict or allow access to processes and folders.

Written by Shadi Rashed
Updated over a week ago

Orientation - Find your way around in Next Matter

Navigation

Learn how to navigate the Next Matter application.

Written by Alessio Madeyski
Updated over a week ago

Login, password and profile settings

How to login to Next Matter as a user and do basic configuration of your settings like email notifications

Written by Tassilo Karunarathna
Updated over a week ago

Organization settings for administrators

Learn how Administrators can do advanced configurations of the Next Matter workspace, like managing users, integrations, billing etc.

Written by Tassilo Karunarathna
Updated over a week ago

Feature Deep Dives

Conversations

How to start a conversation with your team right in the instance.

Written by Laia Gasparin
Updated over a week ago

Trigger a Next Matter Instance from an External Portal

Everything you need to know about launching an instance from an External Portal.

Written by Laia Gasparin
Updated over a week ago

Building notes

How to add notes, tasks, questions and ideas in the process builder.

Written by Laia Gasparin
Updated over a week ago

Step Templates

Integrating your own tech stack has never been easier. Learn how to use step templates to leverage preconfigured integrations.

Written by Shadi Rashed
Updated over a week ago

Instance Recurrence

Learn to configure recurring instances to start your processes automatically.

Written by Shadi Rashed
Updated over a week ago

Create custom user variables that contain parsed responses of integration steps

Parse response of integration steps to create fully integrated operations processes and more powerful, dynamic integrations

Written by Tassilo Karunarathna
Updated over a week ago

Stages Board

Get a better overview of all your running process instances

Written by Tassilo Karunarathna
Updated over a week ago

External Access to Steps

Seamlessly work together on a process with any person outside of your organization by creating a unique link to a step

Written by Tassilo Karunarathna
Updated over a week ago