Action Centre - Workflow tab

Owned by Former user (Deleted)
Last updated: Mar 03, 2017 by Former user (Deleted)

Use the Workflow tab to maintain task workflows. You can:

  • view and filter the existing workflow
  • start tasks
  • complete tasks
  • save workflow tasks as templates.

Note: The Workflow tab is only displayed when a workflow exists for the selected user task.

 Opening the Workflow tab

To open the Workflow tab:

  1. Click .
    Note: The Action Centre icon displays a combination of red, green and blue flags depending on the currently active messages.
    The Action Centre Summary window is displayed.

    Tip: You can also click a link in the Action Centre Summary window to launch a specific message, task or alert in the Action Centre.
  2. Click .
    The Description tab of the Action Centre window is displayed.
  3. Click the Workflow tab.
    The Workflow tab of the Action Centre window is displayed.


Action Centre - Workflow tab key fields

Field

Description

Extra Data to Display

Select fields in this area to display extra information on the workflow.

You can display:

  • statuses
  • allocations
  • linked records
  • estimated durations
  • % complete figures.