These Dashboards show all Workflow Tasks and provide an easy way to manage and review tasks.
Choose Workflow from the main navigation to open the task dashboard. Use Filter above the table to focus the list.
Use Task Status and Task Assignee conditions to find the tasks you need. Available defaults and saved filters depend on your account. If the list is empty, check the active filters.
Choose Filter, then use Add Filter to add conditions or Clear All to remove the current conditions. Choose Apply to update the results, Save to keep a filter, or Cancel to leave the panel without applying changes.
Navigating the Dashboard:
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Use sortable column headings such as Item#, Status, Due Date, Date Updated, Task, Task Notes, Source, Type, and Product Notes to arrange the task list.
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Selecting the Image will generate a Quick View on the right side of the screen.
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Selecting Item Number will redirect you to the Product Details screen
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Clicking into a Status allows you to change the Status and edit the Task Notes
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Selecting the Source will redirect you to the Order, Project, or Quote that this item is currently a part of
