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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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Incident Preview

Custom Role-Based Access Control (RBAC)

Subscribe to Incidents

Workflow Templates

Incident Variables and Snippets

Invite Responders to Incidents via Slack

Severity Descriptions

Reopening Incidents

SOC 2 Type II Certified

Trigger Workflows Anytime

Making Incident Creation a Breeze

Workflows 2.0

API and Infrastructure as Code Ready

Slack Enterprise Grid & Multi-Workspace Ready

Quick Start Shortcuts

Keep It Private (Incidents)

Measuring Incident Cost

Saying Hello to Rootly.com

Paging on Autopilot, Stop Wondering Who is On-Call

We 💛 Google Docs

💌 Sharing Rootly with your Team