How to Track Workflow Progress

  • Updated

After triggering a new workflow, anyone on your team with access to the matter can review its progress.

The running workflow instance now appears on the Workflows tab and shows the progress to date.


The newly added events and tasks now appear on the Events and Tasks tab on the Matter and in the Calendar and Task list.


When Tasks have been completed and events have occurred, the progress will be updated on the workflow tab:

Capability is limited to Enterprise Plus & Enterprise Advance users.

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