Understanding the Dashboard

The dashboard is where you will navigate all of your past, current and new workflows.

Skip To:

• Start a New Workflow
• Assigned to Me
• Active Workflows 
• Completed Workflows
• Search Feature
• Participants
• Participating In Tab
• Last Updated Column Details

Start a New Workflow

• To generate a workflow, you will simply click the Start a new workflow button and select your desired contract or flow from the dropdown menu.

Assigned to Me

• Workflows assigned to your user name and email can be found under the Assigned to me tab. This is an easy way to narrow down the list and quickly access the workflows you are working on.

Active Workflows

• The Active tab will show all of your in-progress workflows. If a workflow is waiting on approvals, signatures, or information from a counterparty, it can be found here!

Completed Workflows

• A comprehensive list of all finalized workflows can be found under the Completed tab.

Search Feature

• If wading through an extensive list of workflows, make sure to make use of the Search feature! For information on how to use the filters, please see our Understanding Dashboard Search article.

Note: The search function cannot search partial words, and so you must enter an entire word or title into the search engine.

Participants 

• Only users whose action is required on a workflow will count as workflow participants. Even if a VP of Finance could become involved in a contract down based on the conditionality of your template, they won’t be considered a participant until they are looped in by a colleague or a specific contract condition triggers their approval (e.g., the contract meets a certain spend threshold). 
• For example, if a workflow has 3 Approvers, and 1 Owner, only 4 total Participants will appear in your workflow like so: 

Participating In Tab 

• Workflows that you are a part of will be shown to you in the Participating In tab. 

• This tab lets you keep an eye on workflows that are not blocking on you. It also keeps the Assigned to Me tab easier to navigate. (All workflows in the Assigned to Me tab will also show up in the Participating In tab, so once you approve a workflow, you will no longer see it in Assigned to Me, but it will remain in Participating In.) 

Last Updated Column Details 

The Last Updated Column will include a few more details on actions that modify the Workflow state.  The following table shows what will appear in the Last Updated Column, as well as details of the action that was taken.