Skip to main content
hamburger menu Created with Sketch.
We are currently experiencing an issue with creating new support tickets from the Help Center portal. Some users are unable to select the appropriate form when submitting their tickets. We are working to resolve the issue.

Search the Knowledge Base

How to Check Who a Task is Available to in Vault PromoMats and Medical? 

  • Updated

Question:

How to check who a task is available to in Vault PromoMats and Medical? 

Answer:

The user starts a workflow and wants to check to whom a task has been sent. When the task is sent to a single user, this is shown in the Show Active Workflow View: 

active_wf_view_with_assignee.png

When the task is sent to several users or a group, this is not visible in the Show Active Workflow view until the task is accepted: 

waiting_for_participant_to_accept_task.png

The user needs to access the Timeline View to see the details:

  1. Go to the Timeline View. 

    timeline_view.png

  2. Find the active workflow and expand it. 

    expand_workflow.png

  3. The system shows the users the task is available to: 

    available_to_task.png

Related Documentation:

Knowledge Base: 

 

Powered by Zendesk