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View Workflow Cards in Toolbar

In addition to completing tasks, administrators often need to follow up with people involved in workflows. You can access workflow cards assigned to you by selecting the clipboard icon in the toolbar of any product page and choosing the Workflows tab.

Important

The Workflows tab does not show for people who do not have access to workflows.

The number next to Workflows includes all your ready and overdue workflow cards.

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Select a card to open it in People. All actions, including completing the step, sending an email, or adding a note, will take place within the card in People.

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Filter Workflow Cards

You can filter the Workflows tab to see only specific workflows or cards.

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  1. Choose All my cards to see your cards in all workflows, or select a specific workflow from the dropdown.

  2. Select Ready to view all cards due today or Overdue only to see cards past their due date.

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