Dext tracks the progress of a Workflow via an audit trail called Workflow History. In the History tab of the Workflow you can see key events for the Workflow laid out in a timeline.
What you need to know:
Workflow history gives Reviewers visibility over some of the changes made for the job assigned.
Only the team members with access to the client or Practice Admins will be able to view the workflow.
Workflow History is an audit trail of progress on a Workflow. It shows changes made on the Workflow, time of change and user who made the changes. If you have the Data Health & Insights add on, it also shows the changes in Health Score as the tasks are cleared and is a great tool to use to see how your team is progressing on the client’s job.
From within the client account, go to Workflows, and then open a Workflow from the list, then click on the History tab.
Next Steps:
Review your Workflow List to see what jobs are due and need to be started or check the progress of your Workflows.