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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

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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.

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You can view the timeline by Date, Week, Month or Year

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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

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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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When importing blank cells in the excel file you have an option on how you prefer for this to be handled. That is to clear the values for the user field cells which are blank or to keep the existing value


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Tenders

Add custom metadata to bidders

With this release you can add metadata to bidders so you can capture more data against the bidders on your database

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