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How to Identify Who is Assigned a Workflow Task in Vault PromoMats?

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Question:

How to tell who is assigned a workflow task in Vault PromoMats?

Answer:

Workflow task participants can be viewed by checking the Active Workflow or Timeline View:

 

From the Active Workflow view:

  1. Open the document and click on the Show Active Workflow button.

    image 1.png

  2. The Active Workflow view lists the name of each Participant that is assigned a task, the Task Type, and Completion Status.

    image 2.png


  3. 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.

image 3.png

From the Timeline View:

  1. Open the document, and click on the Timeline View icon on the right side of the Document Info panel.                      

    mceclip5.png

  2. The condensed timeline view provides basic details regarding current workflow tasks.

    image 4.png

  3. 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.

    image 5.png

Related Documentation:

Vault Help: Managing Active Legacy Workflows

 

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