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November 16, 2023


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!


🌝 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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🔌 Generic Webhook Alert Source

🔒 Lock Individual Workflows

🐦‍⬛ Round Robin Escalation Policies

🚨 Alert Sources

🔔 Configurable On-Call Shift Reminders

🪄 Dynamic Forms

🔐 Granular Role-Based Access Control Settings for On-Call

✉️ Emails as an On-Call Alert Source

🗓️ View Multiple On-Call Schedules Together

🤝 Partial Shift Overrides in Rootly On-Call

🏗️ Terraform + API Support for Rootly On-Call

🦉 Rootly x Thena Integration

🎬 New Full Platform Tour on

🔦 Drop-down Search in Escalation Policy Builder

🦊 GitLab Integration

Update Custom Incident Fields Using Workflows

🤖 Ask Rootly AI (+ More New AI Features!)

Rootly AI Editor: Fix Typos, Grammatical Errors, and Wordy Text Instantly

📊 Dashboard Sharing Permissions

✍️ Customize Your Wordbank for Automatic Incident Title Generation

🧠 Smart Defaults for Jira

🔌 The Rootly Plugin for Zendesk

🪄 Rootly Retrospectives

⚡ Command Palette: Lightning Fast Navigation with a Single Keyboard Command

Rootly Terraformer: Seamlessly Bring Workflows From Rootly’s UI to Terraform