Question:
How to tell who is assigned a workflow task in PromoMats?
Answer:
Workflow task participants can be viewed by checking the Active Workflow window:
- Open the document, and click on the Show Active Workflow button.
- The active workflow window lists the name of each Participant that is assigned a task, the Task Type, and Completion Status.
- The word Completed appears under the Completion Status column if the assigned task is completed by the user. A task due date appears under the Completion Status column if the task is not completed.
Additionally, Workflow Task participants can be viewed by checking the Timeline View of a document:
- Open the document, and click on the Timeline View icon, located on the upper right-hand section of the document, next to the metadata window.
- The condensed timeline view provides basic details regarding current workflow tasks.
- Expand each section for more details such as: the names of each user that has an assigned task, task type, completion status, and due dates if the task is not completed.
Related Documentation:
Vault Help Documentation: Working with User Tasks
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