So you've got questions about the Workflow Tile on your Dashboard. You've come to the right place!
The Workflow Tile can be found on the main Dashboard screen by clicking "Dashboard" on the top menu. (Tip: If you can't see the Workflow tile, click here to learn how to add it!)
Once added to the dashboard, you can click into any of the active workflows (highlighted in Purple) you'll instantly be taken to a page displaying all current participants of that workflow as below.
From this page, you'll have a high-level overview of each employee's progress, health, sequence status, start date, and more.
- Search an employee by name in the search bar at the top
- Toggle between the phases
- Hide and show the columns that are important to you
- Resend and forward overdue sequences
Filter the results even further by your categories and custom fields. To do this, select the filter icon at the top right of the page, where you'll then be able to select multiple options to filter til your heart's content!
You'll know that you have a filter active when you see a light blue notification icon sitting on the Filter icon like this.
Save a combination of columns and filters by setting up a page view. Track compliance sequences or IT request sequence completion for a particular region in one click.
You can also download the data from this page as a CSV by clicking the Download icon toward the top right like this.
Boom! There it is. If you have any questions about the Workflow Tracker feel free to reach out to your Customer Success Manager or use the chat function in the top right of Enboarder!