Little Big Things #3: Small changes, big impact on your onboarding process

At Arrows, we're always looking for ways to enhance your onboarding experience. While we've recently launched major features like Form Upgrades and Gates, we've also been busy implementing smaller, yet impactful improvements. These "Little Big Things" are designed to streamline your workflow and help you focus more on your customers.

✅ One-click task completion from the internal plan view

Say goodbye to multiple clicks! Now you can mark tasks as complete right from the internal plan view. It's a small change that adds up to big time savings across your workflow.

‍

🔦 Spotlight on active tasks

We've given your task list a makeover. Completed tasks now take a back seat with a subtle grey look, letting your active to-dos shine. It's easier than ever for you and your customers to focus on what's next.

‍

👀 Crystal-clear "Internal" and "Participant" views

Easily switch between your team's view and your customer's perspective with our new view toggle. Get instant insight into what each side sees, ensuring perfect alignment in your onboarding process.

‍

🔎 New plan sorting options

Your Arrows dashboard just got smarter. Sort plans by completion percentage or number of overdue tasks to prioritize your work and keep everything on track.

‍

🎬 Finish line in focus

Plan finish dates are now front and center in the dates drawer. Whether auto-updated or manually adjusted, you'll always know when your plans were completed. You can now also sync the Arrows Finished Date data point to HubSpot 🎉

‍

📆 One-click calendar links in meeting tasks

Scheduling just got smoother. Easily insert your coordinator's calendar link into any meeting task with our new quick-access feature. No more hunting for links!

‍

💬 Dynamic text for everyone

Dynamic text now works for all roles, including external participants! Automatically tailor each plan using participant properties, saving you time and creating a more personalized experience without manual updates.

‍

As always, every update we make is designed to help you onboard your customers faster and more efficiently.

New to Arrows? Create a free account or book a demo to see how these features (and so many more) can streamline your onboarding process.