The Workflow List

The Workflow List shows all Workflows to be completed in your team, and provides various filters to quickly find the Workflows you are looking for depending on your client visibility permissions.

What you need to know:

  • If you are unable to see a workflow in the workflow list you may not have visibility for this client or this workflow is still a ‘Draft’ and needs to be ‘Started’. It’s only visible to the original author. Once workflows are published by the author, then the visibility settings will apply and the relevant team members will see the workflow.
  • Workflows that have been startedcan’t be edited.
  • Only the person who created the repeating workflow can delete the workflow template.
  • You can also view all workflows for a specific client by going to the client’s overview dashboard under Client Workflows in the sidebar

Managing the Workflow List

Flow List can be found under Team Home >Workflows >Workflow List.

The list will identify workflows that are set up as Repeating Workflows with a title at the top of the relevant workflow. All other workflows are One Off Workflows.

Filtering and Viewing the workflows in the Workflow List

You can filter workflows by their status (Not Started, In Progress, Under Review & Complete) by clicking on the relevant section at the top of the workflow list.

You can also view the list by different values such as Due Date, Period End Date, Client Name & Workflow Name by selecting the drop down list and choosing the setting you wish to view the information in the list.

Use the search box to filter based on the Workflow Template name.

If the Workflow is not yet completed, warnings will be displayed as the Due Date set for the workflow is approaching.

Options to manage Workflow templates from the Workflow List

There are options available for each workflow by clicking on the three little dots on the right of the card.

Edit Workflow – once a workflow has been started there are restrictions on what you can edit per screenshot below.

Duplicate Workflow – All settings will be duplicated if you choose this option. You may want to use this feature if you want to keep a lot of the parameters set in the workflow but only want to change date range or different client base.

Delete Workflow – This option allows you to delete the workflow from the workflow list. If you delete the workflow from the workflow list this action can’t be undone. You will need to create another workflow if it was set up as a One Off Workflow. If it was a Repeating Workflow you will need to wait for the next scheduled date to see changes made.

Please note, deleting a repeating workflow from the workflow list will not delete the Repeating Workflow Template only the workflow you are viewing.

Next Steps:

Completing Workflows – Click on a flow in the Workflow List to open and review and complete all the tasks in a workflow.