What’s changed in Kissflow Coral?
- What’s new in Process?
- What’s new in Case systems?
- What’s new in Project?
- What’s new in Integrations?
- What’s new in Collaboration?
Kissflow has a brand new user interface called Coral to reflect the new vibrant colors inside Kissflow. This new design is smooth, convenient and modern to enhance your digital workplace experience. In addition to some design changes, there is also a lot of new functionality.
Here’s an overview of all the major changes in Kissflow Coral.
Where did the left sidebar go?
The left sidebar has now moved to the top. We call it the top navigation bar. Here are the main sections:
Home - Access your home page anytime by clicking the Kissflow logo.
My space - This will give you quick access to tasks, chats, channels, and more. The exact options you see here depend on the product you signed up for.
Flows - You will see quick access to either workflows, projects, or channels depending on your plan.
Explorer - This link used to be called View all flows. You can access all your flows, create a new flow, and manage flows shared with you.
Where did the Admin link go?
Click your profile picture in the upper-right corner. Next, click Account administration to access all the admin functions.
What’s on the new home page?
In the earlier version of Kissflow, the home page focused on a feed of cards from various flows and channels. The new home page helps you get a better overview of your items and tasks.
The widgets at the top help track your items based on their statuses. They show you:
- The number of items assigned to you
- The number of items assigned to you that are overdue
- The number of items created by you
- The number of items created by you that are overdue
These widgets are clickable and help you complete and organize your tasks.
Recent flows shows a list of your most recently viewed flows. Click Explore to access the Explorer. Click the Create a new flow button to quickly go to the Explorer where you can create a new flow from scratch or from a template.
My tasks shows a consolidated list of all the pending tasks currently assigned to you. You can access items directly or use the columns to sort.
How do I create a new flow in Kissflow Coral?
You can use any of these options:
- In the top navigation, click Explore and then click Create new or install templates
- On the home page, in the Recent flows section, there is a button on the right that says Create a new flow.
What’s new in Process?
In Kissflow Coral, you can create filters with users or time. For example, you can filter out items where the current user assigned to the item is from a particular team or department.
An example of the new time filters is that you can use date and time fields to see only items that were modified within the last 12 hours.
Reports got a facelift and the configuration panel has moved from the left to the right side inside the report builder.
No process feed
In the earlier version, when you first clicked on a process, you saw the feed of card updates. Now, you go directly to the My items tab.
We changed the name from Process history to Audit log.
What’s new in Case systems?
To start, we now refer to unstructured workflows as case systems. Items within case systems are called cases.
Here’s an overview of all the new features and changes.
Case boards are gone
The home page of a case system has undergone a complete revamp. The new layout does not have a board yet. Instead, all your items are arranged in a table layout. They are categorized into different views that clears out any noise and allow you to focus on specific cases.
Custom case names
What are you tracking? Requests? Tickets? Suggestions? Issues? Whatever it is, you can customize the name.
Case systems are highly adaptable flows. You can configure custom statuses to show the progress of each case in a case system. This allows you to create and manage custom workflows that are flexible and less structured.
Advanced and quick filters
The filters for case systems have many more options to drill down into the information. You can also save your commonly used filters for quick reuse.
The fixed system fields have been moved to the right side of the form editor. We also added a new system field called priority, which you can toggle on and off in the settings.
Collaborating on cases
At the bottom of the case form, you can use Notes to add context and comment. Notes support different formatting options, emojis, attachments, and @mention tags.
The Transitions tab captures all the status changes for individual items. You can also view the amount of time a case has spent in a status. This is helpful in following up on cases, especially critical ones, so that they are resolved without delays.
The Activity tab shows a history of all important actions performed on a case, such as any changes made to values in default fields.
What’s new in Project?
On top of a new user interface, the big functional changes in Kissflow Project come in how you see and track items in a project. We removed the feed tab as the home page and added multiple visualizations, an improved form, advanced filters, and a new feature called Views.
Visualization transforms your project data so you can see your project flow from a new perspective. You already had Kanban and List, and this release has a new option called Matrix. Matrix is a kanban board with a secondary categorization through rows. It's best suited for slicing and dicing the project data along with resource balancing and reallocation.
A view is a unique subset of your main project that has its own visualization and filter conditions attached to it. It lets you have better context while working and is made for teams inside teams.
Project admins can create, edit, and delete views in your project that other members can also access. Every member in the project can modify the view without affecting the integrity of your main project.
My tasks is a convenient way to track all the items assigned to you. Organize and prioritize them as you need.
What’s new in Integrations?
Previously, integrations were strictly tied to processes. Now, they are based on generic connectors written in JSON. These connectors make it extremely easy and secure to connect and share your flow data with almost any cloud-based apps. Integration in Kissflow Coral is highly intuitive and includes a brand new visual editor to create triggers or actions.
You can access the integrations module by clicking on your profile picture and selecting Integrations. You can also create a new integration from the Explorer page on the Click new or install templates tab.
Integrations in Kissflow Coral are built around connectors. Connectors provide a way to transport data between flows in Kissflow and other third-party apps. They contain one or more features which are groups of triggers, searches, and actions.
You cannot create custom connectors in this version. If you require a specific connector for your product, reach out to our customer success team and we will be happy to help you.
The editor for creating connectors has a new design and a lot more functionality. You can select the trigger connector, trigger, action connector(s), action(s), establish secure API connection, set up configuration data, and even test the output using the editor.
Connections are valid handshakes that let Kissflow securely interact with its own flows and other third-party apps. You must establish a secure connection first to successfully configure a step in your integration. A connection can be associated with multiple integrations. All connections in your account can be accessed from a common tab on the Integrations page.
You can add collaborators to any integration. Simply click the View all link from the top navigation bar to share your integration with other members or groups.
What’s new in Collaboration?
Collaboration has experienced a big change. Earlier, there were channels, which you could make either public or private. Now we have three elements to collaboration: Channels, Teams, and Chat.
Channels are open by default. They are topic based and available for anyone to join. Channels can be business related, like “UX Designs”, or interest-based, such as “Gamers”.
There is one channel called Announcements where you can post notes for the entire organization. It supports visual themes so you can set the right context for each announcement.
Existing open channels will continue to be the same.
Teams are groups of people who collaborate around a common context. Teams function in a similar way to channels, but all Teams are closed. You can also restrict access by controlling visibility in search as well as assigning roles and permissions for team members.
Chat offers easy-to-use instant messaging capability to collaborate with anyone in your account. Open Chat from anywhere in Kissflow to start a conversation. Send direct messages to other members through one-to-one conversations or exchange messages with larger groups using a group chat.