Workflows
Table Functions/Add Workflow
Overdue - Enable to see Overdue workflows
Export - Select Workflows per Type - Only Workflows shown in the table below are exported
Filter - Filter Workflows by Project, Type, Locations and more
Search
Search the Table below by data in visible columns
Data Table
Data of all Workflows in Due state are shown by default.
Due date, Resume, More
Due Date - User can update the Due Date directly by clicking on the button, if they have requisite permissions
Resume - Shows the current completion percentage of the workflow and user can click the button to continue the workflow
3 vertical dots or More button - Additional functions explained in the next slide
More functions per Workflow
View Timeline - Shows every Workflow step in the format What/When/Who as a timeline of progress of the workflow
Archive - Archive the workflow so that they are not considered in any Dashboard widget or Report
Share - Share limited information about the workflow by copying it into the clipboard