Workflow Overviews

You'll no longer run into an issue where the statuses of your workflows are unknown.  Know where EACH client is in a specific workflow at a glance.  Easily see what has happened or yet to happen.  Check off to dos from this view, and edit actions right in place. This update will level up your client game and cut out a lot of headache in staying on top of where each of your clients are at in your processes. 

To see the overview chart, go to Templates > Workflows > View.

Alternatively, you can go to Projects to select a specific client, then click on Workflows > View Workflow to view all projects on that workflow.

The overview chart shows you which workflows are active or paused, as well as which actions are completed, in progress, failed to run, or deleted.

From this view, you can hover over a completed workflow action to see the date it was completed.

If you click on an incomplete action, you’ll be given additional options to manage the workflow, such as editing the action, marking it as complete, removing it, or forcing the action to run.