Developers: | BeatDev (BitDev) |
Last Release Date: | 2020/10/01 |
Technology: | BPM, SaaS - Software as a Service, Project Management Systems, Time & Attendance |
The main articles are:
2020
Taking the work schedule into account in task deadlines. Integration with Zapier
On October 1, 2020, BitDev released the next release of the Neaktor business process management system.
In the autumn release, there are 2 large add-ons at once:
- Zapier Service Integration Beta
- Taking the work schedule into account in task deadlines
Zapier is an integrator platform through which you can configure work in Neaktor along with 680 new services with which there is no direct connection yet.
Here are just a few connectivity apps:
- Google Calendar
- Google Documents
- Facebook lead ads
- Slack
- Trello
- WordPress
In addition, it became possible to take into account the company's work schedule in task deadlines. Thus, if you set the end date to + 5 days, the system will take into account only the company working days that are set in the general settings menu:
Two-way synchronization with Jira. Completed statement
In July 2020, the next release of the Neaktor system was released, the flagship of which was 2 major changes at once: two-way synchronization with JIRA and the "Filled" operator for robots and car reactions.
We often get cases from customers where some departments work at Neaktor and others at Jira. Because of this, unnecessary copies, manual restarts, etc. occur. We decided to fix this, - said the company "BitDev." - Now you can run projects in Jira without leaving Neaktor. Let's say we are developing a site for M. Development tasks are stored in Neaktor and Jira. After setting up synchronization, we can change the name of one of the tasks in Neaktor, and its name will automatically change in Jira. And vice versa: they changed something in Jira - it changed in Neaktor. |
In turn, the "Filled" operator for robots and car reactions covers a huge number of cases in which the robot can work out.
For example, you fill out an order request for an item. When you fill out a phone number or email, the client should immediately be sent an automatic notification via SMS or via email. This opportunity appeared thanks to the "Filled" operator. You will find it in the list with other operators when configuring robots in the condition "If" and "And also," the company explained. |
Updated Task List Design
On April 18, 2020, BitDev announced that it had released a large spring release of the Neaktor business process management system. One of the most dramatic changes is the updated product design.
According to the company, navigation within projects has been radically redesigned - a full-fledged side menu has come to replace the usual bookmarks. The updated design allowed you to redesign all task display modes and implement other, even more powerful filters. With updated navigation, it will become much more convenient to navigate all tabs with application settings.
Filters for tasks have been significantly improved. They began to take up less space and now they will be in full view all the time.
Filters have the ability to set AND/OR conditions, as well as create entire groups of conditions.
Custom filters are saved on a par with system filters, such as Assigned to Me or Set By Me, and are available in the updated left menu for projects.
In addition, when saving filters, the user can specify the display type for the task list displayed on it. For example, you can filter tasks and specify that this set of tasks should be shown by default in the Gantt chart.
Now ready-made filters can be shared with colleagues. It is enough to open the filter for sharing and specify which of the project participants will be able to access it.
Changing the navigation of project tasks also affected the appearance of all task display modes. Most of the external changes can be seen in the Gantt diagram and kanban boards.
From the menu inside the projects, you can now see reports and dashboards that are tied to business processes inside the project being viewed.
Updated report types have appeared: Gantt Chart and Scheduler. Now you can display tasks in the Gantt chart and in calendar form, not on the dates of the deadlines "Start Date" and "End Date," but on any other dates. These types of reports are suitable, for example, for maintaining a schedule of employee vacations, tracking booking dates for hotels, hotels, rental dates for cars and other cases, when there is some resource that is booked in time.
Neaktor has more than a hundred templates for various areas: marketing, sales, production, purchasing and others. In the templates you can find many predefined connections, car interactions, robots. This will allow you to start processes even faster. To add templates to your account, the user needs to use the "Add more module" button in the top menu.
Neaktor is now integrated with the Albato service, a connector platform that allows Neaktor to be integrated with a hundred services that have not yet been directly integrated.
For Neaktor users, this means that the list of possible integrations has now been increased by more than 100 services. Now you can integrate instant messengers, social networks, third-party CRM systems, Google calendar, mass mailing services, online chats on the site, analytics services and much more.
Integration with SMS.ru
On January 9, 2020, BitDev announced that Neaktor added integration with another SMS mailing service - SMS.ru.
According to the company, the integration of Neaktor and SMS.ru allows you to automatically send SMS messages from the system when certain events occur: changing the status of tasks, changing data in the field, the onset of a certain time, and other cases.
To use integration, you need to create an account in the distribution service. Next, in your Neaktor account, just go to the integration page, select this service and enter the same login and password that the user would use when entering the service itself for SMS mailing. Then you need to add an automatic action to send SMS to the necessary business processes.
Previously, Neaktor has already been integrated with RocketSMS, SMS Discount and SmsBliss services. To automatically send SMS from Neaktor, users can connect any of the four services.
2019
Changes to the setting of triggers and actions available to robots
On November 25, 2019, BitDev announced that many innovations had appeared in the functionality of robots in Neaktor. The changes affected the setting of triggers and actions that robots can perform.
Previously, when changing statuses, only automatic actions could be triggered. Now, when changing statuses, robots can also be launched. To do this, in the settings of the autocomplete and autocalculation robot, you need to select the trigger "The status field has been changed."
Now autocomplete robots and actions on the onset of a given date can not only change data in a field or perform auto-actions, but also leave comments in the task.
When sending such an automatic comment, you can still use task field codes in order to refer to the necessary data in the comment.
Field codes can be used when setting the robot response condition. With this feature, you can compare data in different fields and, depending on the result, the robot will work or not.
As triggers and additional conditions for triggering robots, you can now use fields with the types "File" and "Money."
The autocalculation robot using the formula will add the required number of days to the date and update the field. To do this, use the "Calculate by formula" operator in the robot settings. For example, the robot will be able to fill in the required field with the type "Date" with the value "today + 10 days" or "date of registration of the contract + 3 days."
Ability to post related tasks to tabs and display in a tabular view
On November 21, 2019, BitDev announced that Neaktor has completely redesigned and supplemented the functionality of related tasks.
Previously, related tasks were displayed in one solid ribbon. Now they can be posted to thematic tabs, for example, "goods," "orders," "suppliers," etc. In this case, the ability to view all related tasks in one list is saved.
Now you can view related tasks not only in the form of cards, but also in tabular form. Moreover, in tabular form, you can immediately edit the fields of the related task.
At the same time, users can now add their columns and use formulas, as well as automatically count the totals by columns. For example, you can specify the number of units of an item, and Neaktor will independently calculate the total price through the formula.
You can automatically use data from related tasks in tabular form in document templates. For example, to generate an invoice or contract.
Ability to scan QR codes in Neaktor
On October 14, 2019, BitDev announced that the Neaktor business process management system has functionality for working with QR codes.
To scan the codes, the developers have added a special button to the Neaktor mobile application. Clicking on it and scanning the code will automatically open the record to which this code is bound.
This feature will be useful for various inventory and warranty cases. It is enough to glue a printed QR code to the equipment, scan it, after which the equipment card will automatically open.
To start working with QR codes, you need to add a text field to the task in Neaktor and encrypt the text in this field into a QR code using any code generation service. Next, it remains to configure the rule in Neaktor for which tasks the value encrypted in the scanned code will be searched for.
Extending the Capabilities of Tables on a Task Form
On July 23, 2019, BitDev announced that Neaktor had significantly expanded the functionality of tables on the task form. According to the developers, the changes made the tables more convenient.
- 1. Tabs appeared in the tables
By analogy with documents like Excel, now there can be not one table in the table, but several. They will be on different tabs, and you can switch between them.
- 2. You can specify data formats for table columns
Previously, values were always entered in the table only in text format. Now you can specify data types for columns that you add yourself: text, numeric field, date and time, multi-list, and so on.
- 3. The table can be made wider at any time or already
Users can now change the width of the table as they see fit. To change the width of the table on the form, you need to go to the workflow on the Fields and Form tab and simply pull the bottom right corner of the table. You can also change the width on the Display Options tab in the block settings pane.
- 4. You can specify button names to add records to a table
For each table, there were always 2 buttons: one to add an empty row, the other to load values into the table. By default, the buttons are called Add Empty Row and Add Entry from List. Now you can rename the button as you like, for example, to "Add item from catalog."
The ability to automatically inflect words by cases and substitute them into documents
On July 19, 2019, BitDev announced that Neaktor can now automatically inflect words by case and substitute them into documents.
Document templates in the Neaktor business process management system are functionality that allows you to generate ready-made documents such as invoices, acts, contracts, statements immediately from tasks. Neaktor also knows how to convert such documents to PDF and automatically send them to customers by e-mail.
In the next release, it became possible to substitute values from task fields into documents immediately in the desired case. You can automatically inflect not only names and surnames, but also all other words in Russian.
In addition, Neaktor now knows how to write numbers in words. For example, instead of "55" it will write "fifty-five." This will be especially useful in accounts, contracts and acts, according to the developers of the program.
To set up case declination, you must use special tags during the document template setup phase.
Auto-send SMS, delete reminders and watchers
On June 20, 2019, BitDev announced the expansion of the list of automatic actions in Neaktor.
SMS messages can now be sent automatically during the change of task statuses (milestones). For example, a customer may receive a message when their order has been completed or shipped. Neaktor will automatically substitute the necessary values from other task fields into the SMS message template: order number and date, item number, etc.
To add an auto-action to the business process diagram, you need to connect integration with the SMS mailing service. As of June 2019, Neaktor is integrated with the RocketSMS mailing service. To configure integration with RocketSMS, use the step-by-step instructions. In the future, it is planned to integrate with other SMS sending services.
After a certain stage, the auto-action will remove the user from the observers and he will no longer receive notifications about a change in the status of the task. For example, you can remove the performer of the previous stage, a specific person, or external observers from the observers. Removal can be useful when one of the former task performers must observe the task for some time or answer questions from colleagues in the comments, and after the user, you need to disconnect from the task.
Auto-action will be useful in cases where many automatic actions have been configured for the business process, but the task has been abruptly canceled. For example, you maintain an order and set up several reminders for this task, and the customer canceled the order for some reason. In this case, you can also automatically delete the still scheduled future dunning notices using the new auto-activity Delete Dunning Notices when the task closes as "canceled."
Availability of kanban boards with drag & drop interface
On June 17, 2019, BitDev announced that the system's functionality was replenished with the long-awaited kanban boards with a drag & drop interface. Neaktor users can now conduct their business according to the "kanban" methodology. In fact, this is another option, how you can display your list of tasks.
Instead of a tabular list, tasks will be arranged in the form of cards decomposed into columns. Each of the columns is its own status, the stage of the workflow execution.
The kanban board in Neaktor is somewhat different from the usual boards, and this will be directly related to process control, the developers explained.
In regular kanban boards, as a rule, any employee can drag a task to any status. But in Neaktor, everything is based on the rules set in the configuration of the business process. Kanban will also obey this: the user will be able to drag the task only to the status to which the process is allowed. The system itself will tell you where exactly.
To start working in Kanban mode, you need to select the appropriate option for displaying tasks in the settings. If desired, individual Kanban columns can be hidden.
Automatically convert documents from templates to PDF and send by email
On February 5, 2019, BitDev reported that Neaktor added the ability to automatically convert docx documents to PDF and automatically send them by email.
According to the company, there is a functionality of document templates to work with documents in Neaktor. It allows you to automatically generate a document using a template. Values are automatically inserted into the document directly from the fields of any Neaktor record or task. So you can get a ready-made contract or account with the values that Neaktor will take from the customer's card or transaction.
Previously, the manager needed to download this document to a computer, save it to PDF and send it to the client through email comments in tasks.
In this release, Neaktor automated this phase of work. The generated document does not have to be downloaded and sent to customers manually. Now Neaktor is able to automatically create a PDF from a document using a template and send it to the client through the automatic Send Email action. To do this, at the stage of setting up an automatic letter, you need to choose which document format to send - Word or PDF.
The type of the date-bound robot. Auto-actions in robots
On January 16, 2019, BitDev announced that two large updates on the functionality of robots were released in the Neaktor system - a type of robot that can be triggered on a certain date, and the ability to launch auto-actions using robots.
Robots are automatic scenarios that are triggered when certain trigger events occur. They allow you to create advanced automation when working with tasks, noted in BitDev.
As of January 2019, Neaktor already has two types of robots that can do autocalculation and automatically hide fields on a task form. In the presented release, a third type of robot appeared, which can be triggered on a certain date. With its help, you can:
- congratulate the client on his birthday and send him an automatic letter according to the specified template;
- Create a subtask for a specific task once a month
- immediately automatically change the performer or task status when the task becomes overdue.
The robot is configured on the tab of the same name in the business process settings.
According to the developer, the robot supports 7 date binding scenarios. It can be triggered at the time of the specified date, before or after the date, on a specific day of the year or the time before that day. It is possible to organize repeated activities: the robot will be triggered annually or daily at the specified time.
In addition to date binding, you can configure additional conditions for the robot to trigger.
The second big change for all types of robots was the ability not only to change the status of the task or some data in the task fields when the robot is triggered, but also to perform auto-actions.
In this way, you can configure the robot to automatically create or update a task, add an observer, send a template letter, issue a reminder, or send POST requests to third-party services.
2018
"Co-executors" in tasks
On December 24, 2018, BitDev announced that the Co-Performers field had appeared in Neaktor. You can use it when several performers can work simultaneously at a certain stage in the business process.
In fact, this allows you to select one main performer and several other employees who are working on the task right now.
For example, at the stage of writing code in a development task, 2 developers can work at the same time: one makes the server part, the second - the front-end interface. The work is carried out in parallel, but the main performer is the employee who makes the main part of the task, and the co-performers are the assistants. And already at the next stage, let's say testing, the co-executors field can be completely hidden.
You connect a co-executor field when you set up a business process on the Fields and Forms tab. It is enough to drag this field to the task form and save the settings.
Ability to share projects with other companies
On December 6, 2018, BitDev announced that Neaktor had the opportunity to open external access to any project for other companies that also have a Neaktor account. The functionality allows you to share lists of joint tasks and activities, directories and catalogs with counterparties. This will allow for closer interaction and speed up the exchange of data.
To use this option, you need to go to the project, generate a link and transfer it to your customers or partners.
By default, administrators and the account owner can open access to the project. If necessary, you can configure the right to open projects to external access and other users.
The project access level for external users is flexible. You can open a project for viewing only or expand the capabilities of external users: allow you to leave comments, export tasks and records, and set new tasks. Separately, you can also hide the names of your project participants.
To add an external project to your account, you need to insert a link in the "External projects" menu item and specify the users to whom it will be available. They will be able to view tasks, as well as perform other actions allowed by the company that created the project.
External projects allow you to organize a convenient exchange of information in the B2B sector - between agencies and customers, suppliers and distributors, outsiders and customers.
"Wait Time" Auto Action Mode
On November 21, 2018, BitDev announced the appearance of a mode in the Neaktor system for the automatic action Wait Time. It allows you to pause the task and postpone until the deadline.
Previously, the waiting period was always fixed and was strictly set in the business process settings. For example, "wait 4 days." Now it is possible to make waiting for different tasks on the process dynamic and tie it to the date that the user chooses on his own.
In this way, you can defer the task to the date specified in any Date field. For example, before the date that the vendor assigned.
Wiki section in mobile version
On November 16, 2018, BitDev announced that a Wiki section for storing instructions appeared in the mobile version of the Neaktor system. Previously, wiki instructions were only available in the web version of Neaktor. Users will now be able to read instructions directly from their phone.
The Neaktor mobile app update is already available on Google Play and App Store. After the update, the Wiki subsection will appear in the "Company and Events" section.
Ability to call directly from the application
On October 29, 2018, it became known that CRM Neaktor had the ability to call and receive calls directly from the web application. For October 2018, the option is available for added UIScom telephony and previously added Gravitel.
To configure, you need to specify SIP logins and passwords for employees, and they will be able to immediately make and receive calls directly to Neaktor. This is very convenient for several reasons:
- You do not need to configure the equipment and call programs for each employee individually. With a large sales department or call center - it takes a long time.
- All telephony settings are in one place.
- There is no location or machine binding. If you are on a business trip or in another office, just go to Neaktor, call and receive incoming.
It is planned that a little later the opportunity to call from Neaktor will appear for some other virtual PBXs.
Integration with Sipuni, Mango Office, UIScom, Telphin
On October 26, 2018, it became known that CRM Neaktor appeared integration with 4: IP-telephonies Sipuni,, Mango Office UIScom,. Telfin
Telephony in Neaktor is distinguished from other services by an advanced configuration system:
- Customizable contact card when calling - You manage the fields yourself, which should appear in the contact's brief card when he calls you. If necessary, you can navigate to the detailed contact card.
- The ability to use several contact directories - in Neaktor you can configure several contact directories yourself. For example, separately store the customer base, separately suppliers, separately job seekers, and so on.
- System for entering the results of negotiations - when the manager speaks with the client, he will be asked to record the results of negotiations. Also, a conversation record will be attached to the contact card.
- Working with complex redirection scenarios - the contact card is shown to the employee who speaks to him. If you transfer a call to another manager, he will also see a contact card. In addition, Neaktor supports other cases of complex forwarding.
As of October 2018, in addition to the 4 above telephones, integration with virtual and is available in Neaktor Zadarma PBX. Integration with and Gravitel is planned. providers onlinePBX Asterisk
Integration with IP telephony Zadarma and Gravitel
On July 12, 2018, BitDev announced that the Neaktor project and business process management system had the ability to connect integration with virtual PBXs.
According to a company representative, in the PBX itself, you can configure scenarios for redirecting calls to employees, and in the system you can:
- See who is calling, see brief details. If necessary, go to the employee's detailed master record.
- Record the results of the conversation with a comment, add reminders.
- Automatically attach the call record to the contact card after the call is completed.
- Use multiple contact databases at the same time.
- Process missed calls.
- Configure flexible roles and telephony access rights.
As of July 12, you can connect the following two telephony providers: Zadarma and Gravitel.
2015: Belarusian company BitDev releases free Neaktor application to optimize processes in the company
BitDev, a Belarusian software developer, launched a free business application, Neaktor, in the summer of 2015. This system is designed to optimize workflows within companies.
The "cloud" service is a single space for all employees of the organization. It includes tools such as joint project and task management, private chat, the company's employee base, time planner, corporate news feed and email client.
With the ability to add any information fields, assign access rights, customize workflow consistency, and build project structure, the system is suitable for solving business tasks of any scale and market segment. Thus, Neaktor is a universal system for organizing collective work.
The main functionality of the application is collaboration on tasks. It is convenient thanks to the ability to comment, view the history of tasks, notifications about changes and search, which supports filtering by certain characteristics.
Neaktor also performs a disciplining function: it stipulates clear deadlines for completing tasks and provides analytical data to assess the key performance indicators of the user company.
Neaktor helps regulate employee workload, thereby increasing the efficiency of the company.