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The third and final major iTWO cx update for 2021 introduces a range of user experience and functionality benefits that are sure to please users.
We have added a handy Timeline view for task management, introduced the ability to simultaneously review documents across multiple workflows, and optimised the appearance and functionality of several interfaces.
Below is a list of all the features in the new release.
This updated version will be automatically rolled out across projects starting December 1.
Core
Timeline view for forms
With this release, we are introducing a new way to view forms within iTWO cx. Teams can use the timeline view to plot their tasks chronologically — giving you a single place to see scope and deadlines while having the ability to make changes when things come up along the way.
The timeline view is a view to visualise the same information of your forms as a timeline.
Get started with the timeline view
When you are on a form register click on the Views button in the toolbar. Then select the Timeline option
This will swap your list of forms to the timeline view and use the Issued Date and Due Date of each of the forms to display it over a timeline.
You can view the timeline by Date, Week, Month or Year
Saving a Timeline view
You can save a timeline as a report you can you access any time from the menu. To save the timeline as a menu item click on the Save button
Provide a name for the timeline view, and set who can view and edit the timeline and select a folder for where you wish to see it in the menu. Then click save
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