Hey there, fellow efficiency enthusiasts! I’m bringing you some exciting news from my cozy branch here at Setuply HQ. My motto? Work smarter, not harder. That’s why I’m thrilled to share some of Setuply’s newest features that pack a serious punch with minimal effort.
Let’s dive into the tools that make your life easier and work infinitely more productive.
Mass Updates Made Easy
Imagine being able to update case details, project custom fields, or data repositories all at once. With Setuply’s mass edit tools, you can make sweeping updates in a few clicks! And it doesn’t stop there: you can also mass launch cases and send them to multiple clients at the same time.
@ Mentions = Instant To-Dos
Tired of endless follow-up emails? Use @ mentions to assign to-dos to your teammates directly in Setuply. This simple feature creates accountability without heavy lifting. Plus, you can reply to these mentions to keep conversations flowing without switching platforms.
Automate Your Reports
Want to impress project stakeholders without lifting a finger? Create schedules to automatically export reports and deliver them via email! You decide the timing of the report delivery and Setuply takes care of the rest.
Ask and You Shall Receive
Getting detailed input from your team or clients is easy with the Questions feature. With Questions, you can make targeted queries that require specific answers. It’s like having your own built-in survey tool, but way more streamlined.
Your Tasks, All in One Place
It’s time to do away with scattered sticky notes or endless task lists. Setuply’s new To-Do widget shows all your assignments in one place and lets you jump directly to what you need to tackle. Staying organized and on top of what’s on your plate has never been this effortless.
One Inbox for Everything
Keep your communications in one place by linking your external email address to Setuply. You can view all your emails and decide which ones to add to your cases or projects. Say goodbye to the dreaded “lost email” problem.
Search Smarter with /
The / search shortcut lets you find project data or information faster by narrowing your scope to specific areas of the system. It’s like having your own Setuply personal navigator!
Save and Share Reports
Save time by customizing your report views and sharing them with your team. It’s an ideal way to align on key data without having to reinvent the wheel every time.
AI Summaries at a Glance
Scrolling through endless case notes? Not anymore. AI Case Summaries condense all the important details into easy-to-read summaries. You can stay informed on everything a case entails without extra effort.
With tools like these, Setuply proves we’re not just resting on our branches—we’re always swinging forward, finding new ways to help you work smarter and achieve more. We’re all about making success easier, and we’ll keep innovating to help you along your journey!