Overview of tasks by workflow

You can consult a detailed overview of tasks by workflow:

  1. Click Reports in the toolbar.
  2. Click By workflow in the tool menu.
    A summary of all tasks by workflow is displayed in the content pane.
  3. Click on a workflow in the content pane to view the tasks associated with that workflow.
    Tip: Click on a column header to sort the items in that column.
  4. Learn more about a task:
    • Click on a task in the Task column to view the task details.
    • Click on a document in the Source column to view the document details.
    • Click on a task status in the Status column to view the workflow details.
      • Click Cancel workflow to cancel the workflow.
        Note: You need the appropriate rights.
      • Click Task history to view the task history.
        • Click Print to PDF to print the task history to a PDF.
        • Click a contact to view the contact details.
      • Click the ellipsis button to:
        • Edit the workflow.
          Note: You need the appropriate rights
        • Send a message.
        • View the workflow history.
      • Click a contact to view the contact details.
        Tip: Click Send message to send an email to your contact.