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After a task has been assigned to a user, the first upcoming task will be visible under the My tasks tab. Under the My tasks tab, all the tasks for the next 7 calendar days will be displayed on top of the page under the heading Next 7 days. All the other assigned tasks for the user for that current month gets displayed under Later. Only tasks for active workflows get displayed under My Tasks tab. This means that workflows which have already finished won’t be displayed, and nor will workflows for which the starting date is in the future. The user can click on the workflow from under the list to open the Workflow details page.  

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The workflow details page displays information like the frequency of the workflow, and the POV used. This page also shows the storyboards and reports that are in scope for this workflow.  

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When the user clicks on Send one step back button, they get prompted to confirm the step. After confirmation, the step is available again for the owner of the previous step to redo the step.  This option is available for the step owner and the users with admin rights.

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The workflow is marked as complete when all the steps of the workflow have been completed.  

More Options

For the workflow details page you can also choose to:

  • Edit<Placeholder for Edit page>

  • Share<link>

  • Delete
    Click Delete to delete the workflow in its entirety.

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