Workflow Management and Visualization

Effective workflow management is essential to ensure a well-organized and structured process.

In this section, we’ll explore the various options available for viewing and organizing submitted workflows, whether sent by you or by others.

Viewing and Filtering Workflows

Within this section, you can access a detailed list of submitted workflows.

Each column offers customization tools to optimize data management. Specifically, you can:

• Filter workflows using the icon available in each column;
• Sort data according to your preferences using the dedicated icon;
• Lock columns with the appropriate icon, useful for keeping specific fields visible while scrolling.

Time Filters

To simplify workflow searches, you can apply a time filter using the month / 2 months / 3 months buttons located in the top right corner.

This tool helps narrow the view to the most recent workflows, enabling quick and effective monitoring of ongoing activities.

Workflow Assignment

By scrolling to the right, you’ll find a section dedicated to workflow assignment.

Company users can indicate that they’ve taken charge of a workflow by checking the appropriate box, streamlining responsibility management and operational coordination.

Managing Expiring Workflows

From the Uncompleted – Expiring tab, you can perform several actions to optimize workflow management:

• Resend the invitation to complete the workflow, ensuring the process is finalized;
• Delete the invitation, if no longer needed;
• Preview what the user will see, ensuring transparency and clarity in system interactions.

Thanks to these tools, workflow management becomes more intuitive and efficient, supporting structured organization and precise monitoring of company activities.

By following this guide, you’ll be able to make the most of all available features to optimize your workflow processes.