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Neaktor

Product
Developers: BeatDev (Bitdev)
Last Release Date: 2020/10/01
Technology: BPM,  SaaS - Software as service,  Project management systems,  Time recording

Content

Main articles:

2020

Accounting of the working schedule in deadlines of tasks. Integration with Zapier

On October 1, 2020 the company Bitdev company released the next release of a system for Neaktor business process management.

In autumn release at once 2 large additions:

Integration of Neaktor with Zapier

Zapier is the platform integrator through which it is possible to configure work in Neaktor together with 680 new services with which there is no direct link yet.

Here some applications for connection:

Besides, there was an opportunity to consider the working schedule of the company in deadlines of tasks. Thus, if to deliver end date of +5 days, a system will consider only the working days of the company which are set in the menu of inline tunings:

Accounting of the working schedule

Double-ended synchronization with Jira. The operator "Is filled"

In July, 2020 there was the next release of the Neaktor system which leader were 2 large changes at once: double-ended synchronization with JIRA and the operator "Is filled" for robots and autoactions.

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We often receive cases from clients where some departments work in Neaktor, and others – in Jira. Because of it there are unnecessary copyings, manual refillings, etc. We decided to correct it — told in Bitdev company. — Now you can keep projects in Jira without leaving Neaktor. We will allow we design the website for company "M". Tasks of development are stored both in Neaktor and in Jira. After synchronization setup, we can change the name of one of tasks in Neaktor, and its name will automatically exchange in Jira. And vice versa: changed something in Jira – it exchanged also in Neaktor.
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In turn, the operator "Is filled" for robots and autoactions covers a huge number of cases in which the robot can work.

The operator "Is filled"
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For example, you fill out the request to order of goods. When you fill out the phone number or email – to the client the automatic notification by the SMS or through the e-mail should go at once. Such opportunity appeared thanks to the operator "Is filled". You will find him in the list with other operators at setup of robots in a condition "If" and "And also", - explained in the company.
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The updated design of task lists

On April 18, 2020 the Bitdev company reported that it released big spring release of a system for Neaktor business process management. One of the most cardinal changes – the updated design of a product.

According to the company, navigation in projects was cardinally processed — the full side menu came to replacement to usual tabs. The updated design allowed to process all display modes of tasks and to implement other, even more powerful filters. Thanks to the updated navigation it will become much more convenient to be guided in all tabs with application controls.

Design of task lists and settings of projects

Filters for tasks were significantly improved. They began to take less places and now all the time will be in the public eye.

Filters for tasks

In filters there was an opportunity to set conditions AND/OR and also to create the whole groups of conditions.

Filters for tasks

The user filters remain on an equal basis with system, it seems "Appointed to me" or "Delivered by me", and are available in the updated left menu to projects.

Besides, when preserving filters the user can set a type of display for the task list displayed on it. For example, it is possible to filter tasks and to specify that a set of tasks should be shown by default on the chart Ganta.

Now ready filters can share with colleagues. It is enough to open the filter on the general access and to specify to which of project participants it will be available.

The principle of preserving of filters and opportunity to share them

Change of navigation on project tasks also affected a type of all display modes of tasks. Most of all external changes it is possible to notice on the chart Ganta and a kanban boards.

The updated types of display of tasks

From the menu in projects it is possible to see now reports and dashborda which are tied on business processes in the browsed project.

There were updated report types: Chart Ganta and Scheduler. Now it is possible to display tasks on the chart Ganta and in a calendar type not by dates of deadlines Start date and End date, and by any other dates. Such report types will be suitable, for example, for maintaining the vacation schedule of employees, tracking of dates of hotel booking, hotels, lease terms of machines and other cases when there is some resource which is armored on time.

Report types

In Neaktor more than one hundred templates for different spheres appeared: marketing, sales, production, purchases and others. In templates it is possible there will be a set of the preconfigured communications, autoactions, robots. It will allow to start processes in work even quicker. For adding of templates in the account the user needs to use the Add Still the Module button in the upper menu.

About 100 templates of business processes

Neaktor is integrated with Albato service now — the platform connector which allows to integrate Neaktor with one hundred services with which there was no direct integration yet.

It means for users of Neaktor that the list of possible integration is increased by more than 100 services now. Now it is possible to integrate messengers, social networks, third-party the CRM system, Google calendar, services of bulk mailings, online chats on the website, services of analytics and many other things.

Integration into SMS.ru

On January 9, 2020 the Bitdev company announced that added integration with one more service of SMS mailings to Neaktor - SMS.ru.

Integration of Neaktor with service for SMS mailings of SMS.ru

According to the company, integration of Neaktor and SMS.ru allows to send automatically from the system of the SMS message at approach of certain events: changes of the status of tasks, changes of data in the field, approach of a certain time and other cases.

To use integration, it is necessary to create the account in service of mailing. Further in the account Neaktor it is enough to visit the page of integration, to select this service and to enter the same login and the password what the user would use at an input in service for SMS mailings. Then it is necessary to add automatic action for sending SMS to the necessary business processes.

Earlier Neaktor was already integrated with RocketSMS services, SMS Discount and SmsBliss. For automatic sending SMS from Neaktor users can connect any of four services.

2019

Changes in setup of the triggers and actions available to robots

On November 25, 2019 the Bitdev company announced that in functionality of robots in Neaktor the set of innovations appeared. Changes concerned setup of triggers and actions which robots can execute.

Earlier when changing the statuses only automatic actions could work. Now when changing the statuses it is possible to start also robots. For this purpose it is necessary to select The Field the Status Was Changed trigger from settings of the robot of autocompletion and autocalculation.

Robots can be let when changing the statuses

Now robots of autocompletion and action at approach of the set date can not only change data in some field or execute auto-actions, but also to leave comments in a task.

When sending such automatic comment, it is also possible to use everything codes of fields of a task in order that in the comment to refer to the necessary data.

Robots can leave comments

At setup of a condition of operation of robots it is possible to use codes of fields. Using this opportunity it is possible to compare data in different fields and, depending on result, the robot will work or not.

In setup of the If block it is possible to add codes of fields

As triggers and additional conditions for operation of robots it is possible to use fields with the File and Money types now.

The robot of autocalculation using a formula will add the necessary number of days to date and will update a field. For this purpose in settings of the robot it is necessary to use Calculate by a Formula operator. For example, the robot will be able to fill the necessary field with the Date type value "+ today 10 days" or "date registration of the agreement + 3 days".

Via the robot it is possible to add days to date

An opportunity to carry the connected tasks of tabs and to display in a tabular style

On November 21, 2019 the Bitdev company announced that in Neaktor the functionality of the connected tasks is completely processed and added.

Earlier connected tasks were displayed by one continuous tape. Now they can be carried on thematic tabs, for example, "goods", "orders", "suppliers", etc. At the same time an opportunity to browse all connected tasks one list remains.

The connected tasks can be carried on tabs

Now the connected tasks can be browsed not only in the form of cards, but also in a tabular style. And in a tabular style you can edit fields of the connected task at once.

The connected tasks can be displayed in a tabular style

At the same time, users can add the columns now and use formulas and also automatically count results on columns. For example, it is possible to specify quantity of commodity units, and Neaktor will independently count the total price through a formula.

It is possible to add the columns to the table

Data from the connected tasks in a tabular style can be used automatically in document templates. For example, for generation of the account or the agreement.

The connected tasks can be used in document templates

Possibility of scanning of QR codes in Neaktor

On October 14, 2019 the Bitdev company announced that in a system for business process management of Neaktor the functionality for work with QR codes appeared.

Scanning of QR codes in Neaktor

For scanning of codes developers added the special button to mobile application of Neaktor. Having clicked it and having scanned the code, record to which this code is tied will automatically open.

Such opportunity will be useful to different cases of inventory and warranty service. It is enough to paste the printed QR code on the equipment, to scan it then the equipment card will automatically open.

To begin to work with QR codes, it is necessary to add a text box to a task in Neaktor and to cipher the text in this field in the QR code using any service for generation of codes. Further it is necessary to configure in Neaktor the rule on what tasks the value ciphered in the scanned code will be looked for.

Expansion of opportunities of tables on a task form

On July 23, 2019 the Bitdev company announced that, in Neaktor the functionality of tables on a task form is considerably expanded. According to developers, changes made tables more convenient.

  • 1. In tables tabs appeared

By analogy with documents like Excel, now in the table there can be not one table, and a little. They will be on different tabs, and between them it is possible to switch.

In tables tabs appeared
  • 2. For columns of the table it is possible to set formats of data

Before value were always entered into the table only in a text format. Now it is possible to set data types for columns which you add independently: text, numerical field, date and time, multilist and so on.

For columns of the table it is possible to set formats of data
  • 3. The table can be done at any time wider or already

Now users can change table width at discretion. To change table width on a form, it is necessary to come into business process on the Fields and Form tab and just to pull for the lower right corner of the table. Also width can be changed on the Display Options tab in a panel of settings of the block.

The table can be done at any time wider or already
  • 4. It is possible to set names of buttons for adding of records in the table

For each table there were always 2 buttons: one for adding of blank line, another for upload of values in the table. By default buttons are called "Add blank line" and "Add entry from the list". Now it is possible to rename the button at discretion, for example, in "Add goods from the directory".

It is possible to set names of buttons for adding of records in the table

An opportunity to automatically decline words on cases and to set up them in documents

On July 19, 2019 the Bitdev company announced that Neaktor can automatically decline words on cases now and set up them in documents.

Document templates in Business Process Management Suite of Neaktor are a functionality which allows to generate ready documents like accounts, acts, agreements, statements from tasks at once. And also Neaktor is able to convert such documents into PDF and to automatically send them to clients by e-mail.

In the next release there was an opportunity to substitute values from task fields in documents at once in the necessary case. Automatically it is possible to decline on cases not only names and surnames, but also all other words in Russian.

Besides, now Neaktor is able to write digits words. For example, instead of "55" will write "fifty five". It especially is useful in accounts, agreements and acts, developers of the program consider.

To configure inducement on cases, it is necessary to use special tags at a stage of setup of a template of documents.

Autosending SMS, removal of reminders and observers

On June 20, 2019 the Bitdev company announced expansion of the list of automatic actions in Neaktor.

Now Sms can be sent automatically during change of the statuses (stages) of a task. For example, the client can receive the message when its order is executed or went to delivery. In the Neaktor Sms template will automatically substitute the necessary values from other fields of a task: number and order date, article of goods, etc.

Sending SMS to Neaktor

To add auto-action on the scheme of business process, it is necessary to connect integration with service of SMS mailings. For June, 2019 Neaktor is integrated with RocketSMS newsletter service. For setup of integration with RocketSMS it is necessary to use the step-by-step instruction. Further integration and with other services of sending the SMS is planned.

After a certain stage auto-action will delete the user from observers and he will not receive the notification on change of the status of a task any more. For example, it is possible to delete from observers of the contractor of the previous stage, the specific person or external observers. Removal can be useful when someone from the former contractors of a task should observe still some time a task or to answer questions of colleagues in comments, and after the user it is necessary to disconnect from a task.

In Neaktor the list of autoactions extended

Auto-action will be useful in cases when on business process the set of automatic actions was configured, but the task was sharply cancelled. For example, you keep the order and configured several reminders on this task, and the client for some reason cancelled the order. In this case it is possible at the time of closing of a task as "cancelled" also automatically to delete the reminders which are still planned for the future using new auto-action "Delete reminders".

Autoactions in Neaktor

Availability a kanban boards with drag&drop-интерфейсом

On June 17, 2019 the Bitdev company announced that the functionality of a system was replenished long-awaited a kanban boards with drag&drop-интерфейсом. Now users of Neaktor can run the business on methodology "kanban". In fact, it is one more option as it is possible to display the task list.

Kanban board in Neaktor

Instead of the tabular list of a task will be located in the form of the cards which are spread out on columns. Each of columns — the status, implementation phase of workflow.

The kanban board in Neaktor differs from usual boards a little, and it will be directly connected with process management, developers explained.

In normal a kanban boards, as a rule, any employee can draw a task in any status. But in Neaktor everything is under construction on the rules set in business process setup. Also the Kanban will submit to it: the user will be able to draw a task only in that status in which it is authorized on process. A system itself will prompt where exactly.

Kanban board in Neaktor

To begin to work in the Kanban mode, it is necessary to select the corresponding option of display of tasks from settings. If desired separate columns of the Kanban can be hidden.

Automatic converting of documents from templates in PDF and sending by email

On February 5, 2019 the Bitdev company reported that in Neaktor the feature automatically was added to convert documents from docx into PDF and to automatically send them by e-mail.

Neaktor

According to the company, for work with documents in Neaktor there is a functionality of document templates. It allows to generate automatically the document on a template. In the document values directly from fields of any record or a task of Neaktor are automatically substituted. It is so possible to receive the ready agreement or the account with values which Neaktor will take from a card of the client or the transaction.

Earlier the manager needed to download this document on the computer, to peresokhranit it in PDF and to send to the client through email comment in tasks.

Setup of a template for the auto-letter

In this release of Neaktor automated this stage of work. It is not obligatory to download and send the generated document to clients manually. Now Neaktor is able to create automatically PDF from the document on a template and to send it to the client through automatic action "Send the letter". For this purpose at a stage setup of the automatic letter needs to select what document format to send – Word or PDF.

Type of the robot with a binding to date. Auto-actions in robots

On January 16, 2019 the Bitdev company reported that in the Neaktor system there were two big updatings on functionality of robots – type of the robot who can work in a certain date, and an opportunity to start auto-actions using robots.

Robots are automatic scenarios which work at approach of certain events triggers. They allow to create advanced automation during the work with tasks, noted in Bitdev.

For January, 2019 in Neaktor there are already two types of robots who are able to do autocalculation and to automatically hide fields on a task form. In the provided release there was the third type of the robot who can work in a certain date. With its help it is possible:

  • wish the client happy birthday and send him the automatic letter on the set template;
  • once a month to create a subtask for a certain task;
  • at once automatically to replace the contractor or the status of a task when the task became overdue.

Setup of the robot happens on the tab of the same name in business process settings.

According to the statement of the developer, the robot supports 7 scenarios of a binding to date. It can work at the time of approach of the specified date, to or after date, in specific day of year or in time till this day. There is an opportunity to organize the repeating activities: the robot will work annually or daily at the appointed time.

Except a binding to date it is possible to configure additional conditions of operation of the robot.

Opportunity became the second big change for all types of robots not only to change the status of a task or some data in task fields at operation of the robot, but also to execute auto-actions.

Thus it is possible to configure the robot on automatic creation or updating of a task, adding of the observer, sending the letter on a template, setting of a reminder or sending POST requests to third-party services.

2018

"Collaborators" in tasks

On December 24, 2018 the Bitdev company announced that in Neaktor the Collaborators field appeared. It can be used when several contractors can work at a certain stage of business process at the same time.

Actually it allows to select one chief contractor and some more employees who work on a task right now.

For example, 2 developers can work at a stage of writing of the code in a task of development at the same time: one does a server part, the second — the interface (front-end). Work is performed in parallel, but the chief contractor is that employee who does the main part of a task, and collaborators — assistants. And already on the next stage, we will allow testing, a sex of collaborators it is possible to hide completely.

Connection of a field of collaborators is performed at setup of business process on the Fields and Forms tab. It is enough to draw this field on a form of a task and to save settings.

An opportunity to share projects with other companies

On December 6, 2018 the Bitdev company announced that in Neaktor there was an opportunity to open external access to any project for other companies which have an account Neaktor too. The functionality allows to share lists of joint tasks and activities, reference books and directories with partners. It will allow to establish closer interaction and will accelerate data exchange.

To use this option, it is necessary to come into the project, to generate a link and to transfer her to the clients or partners.

By default administrators and the owner of the account can open access to the project. If necessary it is possible to configure the right to open projects on external access and to other users.

The access level to the project for external users is flexibly configured. It is possible to open the project only for viewing or to expand possibilities of external users: permit to leave comments, export tasks and records, to set new tasks. It is also separately possible to conceal names of the employees — project participants.

To add the external project to itself(himself) to the account, it is necessary to insert the link in a menu item "External projects" and to specify users to whom it will be available. They will be able to browse tasks and also to perform other operations permitted by the company which created the project.

External projects allow to organize convenient information exchange in the B2B-sector — between the agencies and clients, suppliers and distributors, an outsource companies and customers.

The mode for autoaction "Wait time"

On November 21, 2018 the Bitdev company announced emergence in the Neaktor system of the mode for automatic action "Wait time". It allows to set the task on a pause and to postpone until approach of the set term.

Earlier the term of waiting was always fixed and was strictly set in business process settings. For example, "wait for 4 days". Now there was an opportunity to make waiting for different tasks of process dynamic and to tie it for date which the user selects independently.

Thus it is possible to postpone a task until the date specified in any field with the Date type. For example, before date which was appointed by the supplier.

The section of Wiki in mobile version

On November 16, 2018 the Bitdev company announced that in mobile version of the Neaktor system the section for storage of instructions — Wiki appeared. Before the wiki-instruction were available only in the web version of Neaktor. Now users will be able to read instructions directly from phone.

Updating mobile application of Neaktor is already available in shops Google Play and App Store. After updating in the section "Company and events" the subsection Wiki will appear.

An opportunity to call directly from the application

On October 29, 2018 it became known that in CRM Neaktor there was an opportunity to call and receive calls directly from the web application. For October, 2018 the option is available to the added telephony of UIScom and earlier added Gravitel.

An opportunity to call directly from Neaktor

For setup it is necessary to specify SIP logins and passwords for employees, and they will be able to make and receive at once calls directly to Neaktor. It is very convenient for several reasons:

  1. each employee does not need to set up the equipment and programs for calls separately. At big sales department or call center — it takes a lot of time.
  2. All setup of telephony goes in one place.
  3. there Is no binding to the place or the working machine. If you in a business trip or at other office – just come into Neaktor, you call and accept entering.

It is planned that a bit later an opportunity to call from Neaktor will appear also for some other virtual PBX.

Integration with Sipuni, Mango Office, UIScom, Telfin

On October 26, 2018 it became known that in CRM Neaktor appeared integration with 4 IP telephony: Sipuni Mango Office, UIScom Telfin.

Integration with Sipuni, Mango Office, UIScom, Telfin

Telephony in Neaktor from other services is distinguished by the expanded system of settings:

  • The configured contact card at a call — you manage fields which should seem in a short card of contact when he calls you. If necessary it is possible to pass to a detailed card of contact.
  • An opportunity to use several reference books of contacts - in Neaktor you can configure several reference books of contacts. For example, separately to keep base of clients, separately suppliers, separately applicants on a vacancy and so on.
  • A system for introduction of results of negotiations - when the manager will talk to the client, it will be offered to it to record results of negotiations. Also conversation recording will be attached to a card of contact.
  • Work with difficult scenarios of redirections - a card of contact is shown to that employee who talks to him. If you transfer a call to other manager — he will see a contact card too. Besides, Neaktor supports also other cases of difficult readdressing.

For October, 2018, in addition to 4 above-mentioned telefoniya, in Neaktor integration with virtual is available Automatic telephone exchange of Zadarma and Gravitel. Integration is planned with providers onlinePBX and Asterisk.

Integration with the IP telephony of Zadarma and Gravitel

On July 12, 2018 the Bitdev company announced that in a system for project management and business processes of Neaktor there was an opportunity to connect integration into virtual PBX.

According to the representative of the company, in the automatic telephone exchange it is possible to configure scenarios of redirection of calls by employees, and in a system it is possible:

  • See who calls, to look at short parts. If necessary to pass to a detailed card of the employee.
  • Bring results of a conversation the comment, add a reminder.
  • To automatically attach conversation recording to a contact card, after end of a call.
  • Use at the same time several bases of contacts.
  • Process the missed calls.
  • Configure flexible roles and access rights to telephony.

Systems capabilities

As of July 12, it is possible to connect two following providers of telephony: Zadarma and Gravitel.

2015: Release on the market

The Bitdev company, the Belarusian software developer, put in the summer of 2015 on the market the free application for business – Neaktor. This system is created for optimization of workflows in the companies.

"Cloud" service represents uniform space for all staff of the organization. It includes such means of work as joint maintaining projects and tasks, the closed chat, employee base of the company, the scheduler of working time, a corporate news feed and an e-mail client.

Thanks to a possibility of adding of any information fields, purposes of access rights, setup of the sequence of workflow and structure formation of the project, a system is suitable for solving of tasks of business of any scale and a segment of the market. Thus, Neaktor is a universal system for the organization of collective work.

The main functionality of the application – joint work over tasks. It is convenient thanks to a possibility of commenting, viewing history of tasks, notifications about changes and to the search supporting filtering on certain signs.

Neaktor performs also the disciplining function: stipulates accurate terms of accomplishment of tasks and provides analytical data for assessment of key performance indicators of the company user.

Neaktor helps to regulate load of employees, thereby considerably increasing company performance.