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How do I know what is assigned to me?

Find out what tasks are assigned to you.

When you open up the Workflow Dashboard, sometimes you want to just complete everything that has been assigned to you. How do you quickly and easily search for records that require your attention?

Find your actionables:

  1. Open up the Workflow Dashboard.
  2. Select the button that reads "My Action Required." 
    1. After doing so, you will only be able to see workflows that require your action. 
    2. That means that everything you see is currently assigned to you. 
    3. Complete the requests by clicking the Actions dropdown and selecting "Edit Request."
    4. For more information on editing requests, please see related articles. 


TAP - assigned (image 1).jpg

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