The Workflow List gives you a complete view of all workflows assigned to your team. You can filter, search, and manage workflows based on status, client, due dates, and more - all depending on your client access permissions.

What you need to know:

If you're unable to see a workflow in the Workflows List, you may not have permissions to access this client.
For workflows that have been started, you can only edit the Assignee, Reviewers, and the Due date.
Only the person who created a Repeating Workflow or Practice Admins can delete the associated Workflow Template.
You can view workflows due to be completed for a client by navigating to the client's account and then Overview. At the bottom of this page, you’ll see all workflows in the Not Started and In Progress statuses.
To view all workflows for a client, head to Workflows in the sidebar.

Managing the Workflows List

The Workflow List can be found by navigating to Workflows and then List in your Practice Account.

Here, you’ll see:

Repeating Workflows marked with a purple icon (under the due/started date).
All other workflows labeled as One-Off Workflows.

You can switch between two layout options using the View as list / View as kanban icon in the top right corner.

Filtering and Viewing Workflows in the Workflow List

The Kanban View separates workflows in columns based on their status (Not Started, In Progress, Under Review & Completed) by default.

In the List View, you can filter workflows by their status (Not Started, In Progress, Under Review & Completed) by clicking on the relevant section at the top of the list.

You can sort the list by different values using the Sort by drop-down menu. Options include:

Due Date
Period End Date
Client Name
Workflow Name

Simply select the option you want to view the list in your preferred order.

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.

Managing Workflows

Each workflow comes with a set of actions you can take - including editing, duplicating, deleting, or archiving - to help you stay organized and in control.

Edit a Workflow

Once a workflow is In Progress, you can only edit:

Assignee
Reviewers

All other settings are locked once the workflow starts.

Duplicate a Workflow

Use Duplicate to copy a workflow with the same settings. This is helpful if:

You want to keep the workflow structure the same
You only need to update the date range or client list

It's a quick way to create a new workflow without starting from scratch.

Delete a Workflow

To delete a single workflow, click the three dots next to it and select Delete workflow.

To delete multiple workflows at once, use the checkboxes next to each workflow or column, or click Select all at the top, then click Delete. Deleted workflows are removed from your list immediately.

If it’s a One-off Workflow, you’ll need to set it up again manually.
If it’s a Repeating Workflow, deleting it will only remove the current instance. The workflow will run again on its next scheduled date.