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Awaiting Works by User How To's

How to's for the Awaiting Works by User guide.

Viewing Details of a Process in the Pending Tasks List​

Steps:

  1. Open the Pending Tasks list.
  2. Locate the workflow process you want to view.
  3. Click on the process to open the Process Detail Panel.
  4. The panel will display all pending tasks and workflow details.

Finding Older Processes in the Pending Tasks List​

Steps:

  1. Open the Pending Tasks list.
  2. Use the search bar to look for a specific workflow.
  3. Adjust the filters to expand the date range.
  4. Click Apply Filters to view older assigned processes.

Filtering the Pending Tasks List​

Steps:

  1. Open the Pending Tasks list.
  2. Use the search bar at the top.
  3. Enter the workflow name or task count to refine the results.
  4. The filtered processes will be displayed dynamically.

Viewing the Pending Tasks List​

Steps:

  1. Open the Workflow Management panel.
  2. Click on the Pending Tasks tab.
  3. The Pending Tasks list will display workflows assigned to the user.
  4. Click on any process to see pending tasks within that workflow.

Removing Completed Tasks from the Pending Tasks List​

Steps:

  1. Complete the assigned task(s) within the Process Detail Panel.
  2. Once all tasks are completed, the process will automatically disappear from the list.
  3. If tasks remain, the process will stay in the list until all assigned tasks are completed.