We’re excited to unveil Yeeflow's latest features to revolutionize workflow visualization: the Progress Circle and Steps Bar. These tools aim to enhance your operational efficiency and clarity, whether you’re tracking project completion or navigating through project phases.

Explore Their Benefits!

Progress Circle: The Progress Circle is a dynamic visual tool that displays task completion or project progress. It's perfect for:

• Task Management: Track individual or team tasks visually, updating real-time progress.
• Goal Monitoring: Set visual targets and monitor achievements in project milestones.
• User Engagement: Enhance user experience with clear, attractive visual cues.

Steps Bar: The Steps Bar visually represents each phase of a project or process, ideal for:

• Project Management: Navigate through different stages of projects, from planning to delivery.
• Process Tracking: Follow complex processes step-by-step to ensure no detail is overlooked.
• Workflow Clarification: Clarify the sequence of tasks or approvals needed in organizational procedures.

Get Started now

Learn more about how these features can transform your project management:

• Progress Circle Details
• Steps Bar Insights

Start using this feature today and see how it can streamline your processes, boost productivity, and keep your projects on track!

We are delighted to announce the launch of two powerful visualization tools on the Yeeflow platform: the Horizontal and Vertical Timeline Controls. These controls offer an intuitive and efficient way to display and manage time series data in your business, making your workflows clearer and easier to track.

What are Timeline Controls?

Timeline controls are tools designed to display the sequence of events or tasks over time. With these controls, you can present key information horizontally or vertically, aiding teams in better understanding and managing project progress, event planning, and crucial milestones.

Business Scenarios for Horizontal Timeline Control:

The Kanban board can be applied in various business scenarios to enhance productivity and provide clear visibility into your operations. Here are three examples to showcase its versatility:

• Product Development: Displays the entire process from concept design to final release, helping teams and stakeholders see each stage's progress clearly.
• Project Planning: Provides a clear roadmap for project teams, showing start dates, timelines for each phase, and expected completion dates.
• Corporate History: Visually represents significant events and achievements of the company, enhancing brand promotion and corporate culture identification.

Business Scenarios for Vertical Timeline Control:

• Project Management: Uses the timeline to display key project milestones and completion stages, aiding team members in tracking progress.
• Event Planning: Shows the sequence of upcoming events or significant activities, providing clear timing plans.
• Customer Relationship Management (CRM): Records the history of customer interactions including important meetings, negotiations, and transaction updates, helping sales teams better understand and respond to customer needs.

Key Features of Horizontal and Vertical Timeline Controls:

• Highly Customizable: Whether horizontal or vertical, you can customize node types, timeline styles, and data sources according to your business needs, perfectly adapting to your workflow.
• Dynamic Display: Supports dynamically hiding or showing controls based on specific conditions, helping you flexibly manage interface content.
• Real-time Updates: Ensures that the controls stay synchronized with your data sources, always displaying up-to-date content.

How to Use Timeline Controls:

• Adding Controls: In the form or custom page designer, navigate to the “Advanced” controls group, find the Horizontal or Vertical Timeline Control, and drag it to the desired location.
• Configuring Data Sources: Choose appropriate data sources, such as data lists, form reports, or document libraries, and set data filtering and sorting rules to ensure the timeline displays information in the intended order.
• Customizing Display Styles: Adjust settings for nodes, titles, and timeline styles to align the timeline with your business needs and visual style.

Experience the New Features Now!

The Horizontal and Vertical Timeline Controls are now fully operational, bringing a new experience and higher efficiency to your business information display. Try these new features today to see how they can help you better organize, manage, and present key business information.

Check out the Horizontal timeline and Vertical timeline guides for more details and start using these powerful new tools!

Start using this feature today and see how it can streamline your processes, boost productivity, and keep your projects on track!

We are excited to announce the release of a powerful new feature in Yeeflow: the Kanban board control. This fully customizable tool allows you to organize and visualize your work in a way that suits your unique business needs. Whether you are managing events, tasks, or sales deals, the Kanban board provides a flexible and intuitive interface to keep everything on track.

What is the Kanban Board Control?

The Kanban board is a visual tool that helps you manage and monitor your projects and workflows. It is built to be highly customizable, allowing you to connect it to various data sources within Yeeflow, such as Data Lists, Form Reports, Document Libraries, or Data Reports. You can define categories, design the content and layout of each item, and easily drag items from one category to another, reflecting the progress and status of tasks in real-time.

How Can You Use the Kanban Board?

The Kanban board can be applied in various business scenarios to enhance productivity and provide clear visibility into your operations. Here are three examples to showcase its versatility:

1. Task Management

Managing day-to-day tasks and projects is easier with the Kanban board. You can assign tasks to team members, set priorities, and track their completion status. The board provides a clear overview of all tasks, from those that are open to those in progress, under review, or completed. This visual representation helps teams stay aligned and focused on their goals.

2. Sales Deal Management

Keeping track of sales deals and their stages is crucial for any business. The Kanban board enables you to manage your sales pipeline effectively, from the initial contact with a potential client to closing the deal. You can monitor the progress of each deal, see upcoming deadlines, and ensure that every opportunity is pursued efficiently.

3. Event Management

Organizing and managing company events can be a complex process with many moving parts. The Kanban board allows you to streamline this process by categorizing tasks, setting deadlines, and tracking progress at a glance. Whether it’s coordinating logistics, marketing, or HR activities, the board helps you keep everything organized and ensures nothing falls through the cracks.

Key Features of the Kanban Board

• Customizable Layout: Tailor the board to match your workflow by defining categories, labels, and statuses that make sense for your projects.

• Real-Time Updates: Move items between categories with a simple drag-and-drop interface, reflecting real-time changes in your workflow.

• Data Integration: Connect the board to any data source within Yeeflow, making it easy to pull in relevant information and keep everything in sync.

• Enhanced Collaboration: Assign tasks to team members, set deadlines, and prioritize work, ensuring that everyone is on the same page and working towards common goals.

Why Choose Yeeflow’s Kanban Board?

The new Kanban board control in Yeeflow is designed to provide you with an efficient and effective way to present and manage data across your custom applications. Its flexibility and ease of use make it an ideal tool for any business looking to improve workflow management, increase transparency, and enhance team collaboration.

We believe this new feature will significantly enhance your experience with Yeeflow and help you achieve greater efficiency in your daily operations.

Get started now!

Don’t just take our word for it—experience the power of the Kanban board control for yourself.

Start using this feature today and see how it can streamline your processes, boost productivity, and keep your projects on track!

Hi there, Exciting news! We've introduced a new feature in Yeeflow: the Sub List for Data Lists. This feature allows for enhanced data management within your applications by supporting sub list type fields.

Key Features:

1. Data Storage: Sub list fields are stored as JSON format text.
2. Display Options: These fields can be selected for display in columns and are truncated in the frontend.
3. Editable Fields: You can edit and save field definitions directly within list forms and list workflow forms.
4. Column Summaries: Perform column summaries in list forms and bind them to other list fields, temporary/process variables, or filter variables.
5. Filtering Limitation: Similar to multiline text fields, sub lists cannot be used for data filtering or user filtering.

This new functionality adds depth and flexibility to how you handle data in Yeeflow, enhancing your application's capabilities.

For more details on this feature, visit our support page here.

Hi there, We're excited to introduce a new section in the Application Setup navigation menu called 'My Items'. This section includes configurable items such as Claim Tasks, Pending Tasks, Completed Tasks, and My Requests. By default, 'My Items' is unselected. To make it visible, please enable it within the application settings page.

Key Details:

• Preserved Logic: If 'My Items' is not customized to be visible, the existing menu will continue to display as currently configured, maintaining the display logic for 'Approvals' which contain Pending Tasks,Claim Tasks, Completed Tasks.

This update allows for greater flexibility in how you manage and interact with tasks and requests within your applications.

For more on configuring your navigation menu, check out our guide here.

Hi there, Exciting news! We've upgraded the expression editor in key areas to now accommodate predefined functions and comparison operators:

• Flow Line Connectors: Now supports 'Condition', providing more precise control over workflow logic.
• "Query Data" Action: 'Condition' supported, allowing for dynamic data retrieval based on specific criteria.
• "Set Variable" and "Start Workflow" Actions: Enjoy 'Set Variables' support, enabling streamlined data management.
• "Set Datalist" Action: Both 'Condition' and 'Value' are now supported, offering enhanced flexibility in managing datalists.
• "Delay" Action: 'Condition' supported when selecting 'Delay until the condition is met', allowing for conditional delays, improving workflow efficiency.

These updates empower users with greater flexibility and control over their workflows, enhancing overall productivity and efficiency.

Learn more about expression editor in our comprehensive guide here.

Hi there,We're excited to present a new section dedicated to system administrators in the System Admin Center: Applications. This new section is where system administrators can view and manage all the relevant information about workspaces, active or deleted applications, service portals, and public forms.

Key Highlights:

• Create & Manage Workspaces: Oversee workspace settings and resources. 📂
• Application Management: Control active and deleted applications seamlessly. 🔍
• Service Portals & Public Forms: View detail and usage information. 🌐

Explore the detailed guides on managing these resources here.

Hi there,We're excited to introduce a new feature that centralizes control over applications to only Application Administrators. This new permission structure grants them the exclusive ability to manage settings, users, and permissions. System and Workspace Administrators will need explicit access as Application Administrators to view or manage an application.

Why is This Change Important?
This new feature enhances application security, ensuring sensitive applications remain protected from unauthorized access.

Learn more through our detailed guides on User Group Permissions and Access Permissions.

Hi there, We're excited to announce our next major enhancement: the integration of workflow settings directly within your application. This update brings sections such as 'Workflow Definition', 'Published Workflows', 'Workflow Instances', and 'Active Tasks' under the 'Workflow Settings', allowing for seamless management and adjustments of your workflows right from one place. This change is aimed at streamlining your workflow management, thereby boosting efficiency and improving your operational flow.

Hi there, We're delighted to share a sleek UI update to the Application User Management feature. This enhancement isn't just about adding new functionalities; it's a comprehensive redesign aimed at enriching the user experience. Navigate through the user management settings with an updated, intuitive interface, making it easier than ever to manage administrators, editors, and visitors within your application.

Discover the refreshed look and feel of Application User Management by exploring our updated guide here.