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