Where do I view all workflows?

Created by Abinaya Ramakrishnan, Modified on Tue, 27 Aug at 5:00 AM by Abinaya Ramakrishnan

Overview

Admins can view all the workflows within an intuitive listing page within the Spendflo platform. The page has a table view of workflow details such as workflow name, owner details (created by), created date, status, tags, and quick actions.

Learn more about the listing page components from the following descriptions -

Component	Description
Name	It shows the name of the workflow created by the admin.
Created By	Shows the workflow owner's name.
Created On	Shows the date when the workflow was created.
Status	This shows the current state and stage of the workflow's progression. Click here to learn more about our workflow statuses.
Tags	Shows the keywords/labels assigned to each workflow. Click here to learn more about our workflow tags.
Actions	Shows the quick actions that can be taken in the workflow. Click here to learn more about our quick actions.

Key Features and Benefits

The workflow listing or view page provides the following features and benefits:

Monitoring and Managing

Admins can use the workflow listing page to monitor and manage all workflows simultaneously. As described above, the tabular representation offers admins a clear and organized display of all workflow components.

Filtering and sorting

While the view is holistic, admins can leverage the filter and sort to reorder the tasks by status, priority, due date, or assignee. This provides a customized view to better organize and focus on the required workflows.

Click here to learn more about workflows.