There are many improvements, large and small, throughout Matidor Qi. In summary, here are the major ones to keep in mind:
| What’s new in Qi | Compared to Noa |
Templates | Multiple templates are allowed for project and work. A single template is allowed for budgets, costs and users. | Multiple templates allowed for project, task, form and budget. |
Custom field library | Fields can now be saved into Custom Field Library for reusing between templates. | Custom fields can only be added into a template. |
New field types | New field types: Multi-select choice and date range. |
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Important fields | Important fields can now be placed near the top (and not inside a group) where they are always displayed. | Custom fields must be added into a field group, requiring users to click into the group to see. |
Obsolete fields | Fields can be hidden when not in use. | Custom fields can only be deleted when they become obsolete, causing any value stored being erased as well. |
Cost codes and Vendors | You can now setup a master list of cost codes and vendors for budgets and costs. | Cost codes must be setup for each budget template. Vendors are often set up as custom fields. |
User template | You can now use user template to add custom fields like Device ID, Certification date, etc. |
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User profile | You can now see a quick summary and statistics of the users by clicking on their avatars. |
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Home | You can now see personalized to-dos, approvals, and @mentions on the home panel. | A company dashboard showing mostly irrelevant info to users. |
Search | You can now also search files. |
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Filter | You can now apply filters on any fields. | Only choice fields marked with “Used in filter” can be used in filters. |
Map search | You can now jump between map locations using the “Location search” button, without disrupting the main panel. | Location search is part of the main search which resets the data panels. |
“Auto” portfolios | You can now save a project search into auto-portfolios. | You have to first save a view in Data and Table, and then create a auto-portfolio linking to the view. |
Portfolios | You can now see the latest updates from the portfolio, along with its progress and projects. | No latest updates by portfolio. |
Data Table | Any list panels can be expanded into a data table view, without losing context. | Formerly Data and Reports. |
Work | Tasks and forms are merged, called Work. | Formerly tasks and forms |
Work approvals | Project managers can now approve Work. |
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Work subtasks | You can now add subtasks to Work. You can set up default subtasks in the template. |
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Budgets | You can now see the spending within a date range. |
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Comments | You can now reply to a message, which will auto-mention the previous sender. |
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Reports | Existing project and work reports are improved, with photo cut-off issue fixed. Added 2 new reports: budget and cost summary. |
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Real-time alert emails (WIP) | Real-time emails are sent based on user relevancy. | Real-time emails are sent regardless of relevancy. |
Summary emails (WIP) | You can now subscribe to portfolios and projects to receive daily/weekly summaries. | You would receive company-wide summary, and only project group summary. No project summary. |
Workspace | You can now join multiple workspaces and switch between them. |
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Is there a user guide for Matidor Qi?
Yes! You can access our latest User Guide and Admin Guide here: