The My Workflow screen is used to show all tasks the user has waiting in a workflow to complete.
Users can search by Workflow and/or when their task is due to find a certain document or a group of documents. Users can also use Doc Type, Content and Metadata to locate specific documents in their workflow.
Start a Workflow Task (only need to do this if set in the administrative workflow settings)
- Select the task(s) you want to start.
- Click the Fx button that is located above all the other Fx buttons.
- Click the icon to the left of Start Workflow.
Complete a Workflow Task
- If you do not need to view the document before you complete the task, you can click the yellow or red icon next to the document name.
- If you need to view the document before you complete the task, click on the document name to have it opened in a new tab. From there, scroll to the bottom of the screen and click the Document Settings There you will see a checkmark to complete your task.
Complete Multiple Workflow Tasks
- Select the task(s) you would like to complete.
- Click the Fx button located above all the rest.
- Click the icon to the left of Complete Workflow.
Change the Status for Workflow Tasks
- Select the tasks you would like to change the status for.
- Select the new status for each task using the Status Change dropdown.
- Click the Fx button that is located above all the other Fx buttons.
- Click the icon to the left of Status Change.
Change Active Workflow Tasks
- Click the Fx button in the same column as task you want to change.
- Click the icon to the left of Change Task.
- Select the new task, then click Save.
Start a Non-Document Workflow
- Click the Non-Document Workflow button.
- Input a Name for the Non-Document Workflow.
- Select the Workflow to begin.
- Click Start.
Complete a Non-Document Workflow Task
- Click the yellow or red icon next to the name of the non-document workflow.
- Click Yes to confirm.
Complete Multiple Non-Document Workflow Tasks
- Select the Non-Document Workflow tasks you want to complete.
- Click the Checkmark icon to complete the selected task(s).
Change the Status for a Non-Document Workflow Task
- Select the Non-Document Workflow tasks you would like to change the status for.
- Select the new status for each task using the Status Change dropdown.
- Click the Change Workflow Status icon.