How to check who a task is available to in Vault PromoMats and Medical?
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:
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:
The user needs to access the Timeline View to see the details:
- Go to the Timeline View.
- Find the active workflow and expand it.
- The system shows the users the task is available to:
- What Are the Task Indicators in PromoMats?
- What is the Difference Between an ANY or EVERY User in a PromoMats Workflow?