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Workflow Screens

There are three different screens you can access in the left-hand menu that relate to Workflows:

  • The Inbox Tab shows users Tasks which are assigned to them (or to users that they manage)
  • The Folders Tab is a search screen to help users locate Folders based on index fields
  • The Workflows Tab is a search screen to help users locate Workflows based on Task data

All of these are Search screens on which the user can create and subscribe to Saved Searches just like other Search screens in the system. These Workflow-related Search screens all ultimately open up a Folder Screen when the user views a search result, but they are each customized to help you find what you are looking for in the easiest way possible.