We know the struggle. You're juggling multiple tasks, from diligence to integration, and the last thing you need is a clunky UI slowing you down. That's why we've revamped our "Requests" view, designed to make your life easier and your work more efficient.
Below is a summary of differences this update makes to your work:
Below is an overview of the features that make your work faster, easier, and how.
Gone are the days when you had to navigate to a new page just to edit a single field, disrupting your workflow and focus.
With our new inline data editing feature, you can click directly on any editable field and make real-time changes, just like you would in an Excel spreadsheet. Editable cells even come with intuitive icons based on their purpose, making it easier to identify what can be edited.
"We've been using the new UI for a week, and it's already made a huge difference in our workflow. The inline editing feature is a game-changer."
Jake Shier, Integration Team Lead, Raco
Forget about scrolling endlessly to find the task you need. Our new quick filters allow you to sift through tasks by status, priority, due date, assignee, and more—instantly find what you're looking for.
You can even apply multiple filters simultaneously for laser-focused data sifting.
Say goodbye to a one-size-fits-all interface. Our new feature allows you to customize columns and views to suit your unique operational style.
Adjust column order, visibility, and even the width to create a workspace that's tailored to you, exactly your liking.
No more settling for a generic default view that doesn't reflect your team's specific needs. Now you can set up a default view that aligns with your operational style, making it easier for everyone on the team to get on the same page.
This doesn't affect individual preferences; team members can still adjust their personal "Requests" view if needed.
Limited visibility into task dependencies and timelines are a thing of the past.
Our enhanced timeline view provides a comprehensive snapshot of your integration progress. It even auto-adjusts due dates based on task dependencies, giving you a clear roadmap of your integration process. Learn more about Gantt chart here.
We are also reintroducing the ability to view the progress of requests.
Now, it's not just admins who have this ability; everyone involved in diligence and integration can get in on the action. By clicking on the progress icon in the left "Worklists" sidebar, you can choose to view progress in absolute numbers or percentages. This feature provides a detailed breakdown of request statuses, offering invaluable insights for internal diligence teams, sellers, and integration teams alike.
We're not stopping here. Expect more updates that will continue to streamline your diligence and integration processes.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.
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