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November 16, 2023

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Guided Onboarding Flow for New Rootly Users

Guided Onboarding Flow for New Rootly Users

🧑‍🤝‍🧑 Guided Onboarding Flow for New Rootly Users

Adopting a new tool into an organization full of people can be daunting! It’s important to us that we make the experience of onboarding Rootly as easy as possible. We’re always here to guide and support our customers through using Rootly, and now we’re making the onboarding process even smoother with an in-product onboarding flow that walks new users through setting up Rootly with guided steps, explainer videos, and a pre-built Slack tutorial. Coupled with our new user interface, this makes for a clean and simple first introduction to Rootly.

Here’s what new users will see when they first set up Rootly!

onboardingflow


🌝 New & Improved

🆕 Incident acknowledgement and detection times can now be set to values that are not restricted by Rootly’s default timestamp order.
💅 Due dates can now be set on Asana tasks through Rootly workflows.
💅 Test incidents will be automatically hidden from the home dashboard in the web portal, but you can still access them in the Incidents tab.
💅 Simplified workflow configuration for assigning users that acknowledged PD incidents to incident roles in Rootly.
💅 Added search function for emoji selection on workflow folder setup
🐛 Fixed inability to filter by Teams in metrics dashboards
🐛 Fixed inability to save Liquid syntax in the User field in Add Incident Role workflow action
🐛 Fixed text formatting issue on custom form titles

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Fields List View and More UX Improvements for Forms & Form Fields

Bulk Actions for Incidents and Workflows

Share and Set Permissions for Rootly Metrics Dashboards

Bulk Edit Task and Follow-up Action Items

Create Fully Custom Slack Forms Using Our New Form Builder

Specify Public vs Internal Incident Titles on Your Rootly Status Pages

Integrate with Multiple Instances of Jira and Confluence

Auto map any user from PagerDuty and Jira to Rootly incidents with new user lookup

Customize Your Incident Overview Banner in Slack

Improved Confluence Retrospective Templates

Workflows Can Now Automatically Update Previously Posted Slack Messages

Automate Component Status Updates on Statuspage.io

Rootly Joins the Vendr+ Marketplace

Assign Multiple Users to the Same Incident Role

Incident Triage: Investigate Potential Incidents Faster

Rootly + Fivetran Data Connector Integration

Less Noise, More Flexibility: New Slack Notification & Emoji Options

SCIM Group Support: Access Control Made Easy at Enterprise Scale

Integrate With External Systems via HTTP Client

Custom Google Doc Permissions

Advanced Slack Customization via Slack Blocks

Notion Projects Integration with Rootly

WhatsApp Integration

Manually Export Action Items to Ticketing Apps (Jira, Zendesk, Linear, and more)

Automated Dashboard Reports