The Task board provides an overview of all workflows in progress and recently completed workflows. By default, the Task board is filtered to display tasks assigned to you. When you remove all filters, the Task board displays all workflows you have permissions to see. Applying filters creates a unique URL, which you can use to create a browser bookmark to save your preferred Task board view(s).
Workflow card
The Tasks board is made up of individual workflow cards. Each card provides details about an individual workflow.
- Document name
- Document ID (version number)
- Geography
- Current task and step's due date for Step Level Due Dates. When the task is overdue, the due date is highlighted in red.
- Assigned date. This is the date the task first became available for the assignees to complete
- Workflow type
- Target Approval date. When a workflow is overdue, the due date is highlighted in red.
Task board columns
As a workflow progresses through its tasks, its corresponding workflow card will move to the appropriate column.
| Tasks board column | Definition |
| Starting | The workflow has some properties completed, and the document has an ID. No file has been uploaded into the system. |
| Preparing | The document has been uploaded. The content owner, initiator, and/or collaborators are filling in properties, adding supporting documents, and selecting assignees. |
| Reviewing | Assignees are voting and completing other workflow-related tasks. During vote tasks, assignees who voted have a circle on their avatar representing their vote. |
| Completed | The workflow has been approved, rejected, or canceled. 10 workflows are shown by default with the option to "show more". |
Filter
Quick filters
Use quick filters to find workflows relevant to you.
- "Assigned to me": Workflows in which you have a task assigned. An orange bookmark on a card indicates an assigned task.
- "Initiated by me": Workflows you started
- "Owned by me": Workflows for a document for which you are the content owner
- "Collaborated on by me": Workflows for which you’re a collaborator
All filters
Click "All filters" to find workflows based on other information.
- Status
- "Jobs Overdue": Workflows that have missed their target approval date
- "Tasks Overdue": Tasks that have missed their due date
- "Assigned 5+ days ago": Workflowa with a task that has been available but incomplete for 5 days or longer
- Click "Show all"
- "Show inactive jobs only": Displays workflows that have not been modified in over 6 months. By default, these workflows are hidden from the tasks board.
- Document type
- Region
- Content owner
Sort
By default, cards on the Tasks board are sorted by the current task's due date, from oldest to newest. You can change the sort order by selecting another option in the dropdown.
Search
Use the search bar in the top right to find workflows by document name or ID.
One thing to keep in mind, if you’re searching for a completed workflow: This feature only searches visible workflows. Since the completed column only loads the first 10 cards, any cards beyond that will not appear in search results, unless you’ve loaded more cards by clicking “Show more.”
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