Tracking workflow progress
To acces the workflows
view :
Click on Workflows menu and then on
Workflows
in the listFrom this view, all of the
workflows
are accesible with an overview of the different statuses. From here you can :Modify the properties that are visbible with the columns modification button
Filter on those properties
Text search a
workflow
by its nameExport the view as a .csv format
Create a new
workflow
Open the page related to a
workflow
In order to facilitate even more the tracking of the workflows progress, we recommend to define specific views (for example a view which only displays the workflows related to Quality documents, or a view which displays only the workflows in progress).
To do so, feel free to look at this article on the topic : Create and manage views.
Tracking task progress
The tasks
assigned to you can directly be accessed from Aletiq homepage, and the tasks
related to a workflow
are accessible from the given workflow
's page, but it is also possible to track the progress of all the tasks
:
Click on Workflows menu and then on
Tasks
in the listFrom this view, all of the
tasks
are accessible with their deadline, owner and status. from here you can :Filter on the the
tasks
propertiesText search a task by its name, or by the
workflow
orproject
it is related toExport the view as a .csv format
Open a
task
to see its detailed view
Similarly to the workflows, it is possible to to define specific views for the tasks.
To do so, feel free to look at this article on the topic : Create and manage views.
Analysing the overview of the workflows
Aletiq also presents an in-built global analysis of the workflows. To access it simply click on Analysis in the Workflows tab. From there, different graphs and pieces of data are displayed based on the selected workflow models and period of time.
You may be interested in these articles :