Product Release Update - March 2021

The latest enhancements to Gatekeeper

1. Updated Ideas forum

We are pleased to launch a new look Ideas Forum.

What does this mean for you?

The Ideas Forum is easier to search and view ideas related to specific categories making it straightforward to show your support to the ideas that will benefit you. We have also created a new API/Integration-specific forum so that there is a dedicated space for ideas about our technology ecosystem. It will also show a My Feedback section allowing you better visibility of ideas that you have previously raised.

2. Highlight TODAY on calendar date pickers

All calendars throughout the application now highlight today's date and allow you to immediately select today's date.

What does this mean for you?

This is designed to help visualise relative dates and to easily select today's date for calendar entries.

3.  Require Inline eSign 

There is now an option within the Workflow Configuration to make inline eSign mandatory.

What does this mean for you?

When selected, this will prevent signatures from being requested until at least one inline eSign field has been added to the document. Tooltips will appear offering instruction as to which users need inline fields including on the document.

4.a Workflow Cards - show age on card summary

The Kanban view of Workflows now shows total card age and last updated time.

4.b Workflow Cards - filter by Workflow Groups and Teams

It is now possible to filter your Kanban board to only see cards assigned to certain Workflow Groups, Teams or Individuals.

New Workflow Filtering Options

4.c Workflow Cards - sort by age and time on phase

It is now possible to sort your Kanban board by either total card age or time on phase.

4.d Workflow Cards - sort alphabetically by Phase Owner

It is now possible to sort your Kanban board by the Owner of the Phase.

What does this mean for you?

These enhancements within Workflows have been designed to allow you to find relevant cards more efficiently and prioritise your workload more effectively, even on the most active Kanban boards.

5. Workflow Reporting

We are pleased to announce the first of our reports for Workflows is now available in the reports area of the application.

This report focuses on Card Age. It presents the average time cards spend on each phase over a given time period and also shows the average time over the SLA of the phase. 

What does this mean for you?

This report will enable you to visualise the time each card spends on each phase, see the days to completion statistics for cards and analyse where any bottlenecks exist in your workflow processes. This enables you to discover inefficiencies, implement improvements and maximise the productivity of your workflow stakeholders.


For more information on these latest features, please contact your Customer Success Manager