Workflows Across the Organization

Introduction

Administrators can view every launched workflow in a single, centralized list. This article covers how to access the Company Workflows page, what information each column provides, and how to sort and filter the list.

Company Workflows

Administrators have access to a list of all the workflows launched and assigned within their organization. Click the Workflows dropdown within the navigation and then select Company Workflows.

In the Company Workflows List, you will see a series of columns that provide the pertinent data about each workflow that has been launched in PerformYard. Some of these fields are sortable or filterable and include:

• Workflow - The name of the workflow
• Assignee - The subject of the workflow
• Start Date - When the workflow started
• Progress - Overall completion progress of the to dos within the workflow
• Overdue - The number of overdue to dos within the workflow