My Workflows

My Workflows

The tools described above are great for working on workflows of a specific workflow type. However, there are times you just want to see the workflows that are assigned to you or that you have initiated. You can track active workflows that are related to you under Tools > My Workflows.

  1. Initiated By Me / Assigned To Me - This toggle allows you to filter the workflows by:
    1. Initiated By Me: Those that you started. For example, if you opened an IT Request it would be listed here.
    2. Assigned To Me: These are the active workflows that are assigned to you. This includes workflows that are assigned to a group that you are a member of. Using this toggle is a great way for you to track your work and what needs your attention.
  2. Active Types / All Types - This toggle determines which workflow types will be displayed.
    1. Active Types: This will only show workflow types that have active items related to you. Using this option helps to reduce the clutter and noise by showing only workflow types that need your attention.
    2. All Types: This will display all workflow types you have security to view.
  3. Workflow Types - Below the toggles you'll see a listing of all the workflows you have security to view. If a workflow has active requests that you’re related to, a small number will appear at the top of the workflow type showing a count of the related workflows.
  4. Workflow Grid - When you click on a workflow type it will list the workflows that are related to you. Selecting one of them will take you to the workflow details screen.

Mini My Workflows

You'll notice that there is a miniature version of My Workflows on the homepage. This acts as a reminder to the individual of their task list as well as providing a quick link to the workflow.

This block has several settings that allow you to customize it. These settings include:

  • The ability to filter the results to a specific category(s)
  • To include child categories
  • To show only workflows you are assigned to
  • To show only workflows you initiated
  • The markup that is displayed can also be fully customized using HTML and Lava.

Using these settings, along with the power of HTML/Lava, you can reformat this block several different ways. Some organizations might even move it into the main zone on the page to give it more space.