The following video is illustrative of the To Do List and Viewing a Workflow.
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The
To Do List contains a list of items that are assigned to you for action.
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This page describes two (2) methods to view your
To Do List and the two sections of the
Actions pane.
1. Select the To Do List Icon.
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Click the
To Do List icon located along the left side of the screen.
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The To Do List icon is a series of horizontal lines with the numbers 1,2,3 beside them.
2. Select a List
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Selecting the To Do List icon displays your To Do List overview. This is a filtered view of items in your list.
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The example shown contains the following:
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Three (3) internal transmittals
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Select one of the filtered lists by clicking on it.
3. The selected list of To Do List items is displayed.
4. Alternative Method - Step 1:
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Select the
To Do List tile on the SPF Home page.
5. Alternative Method - Step 2:
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On the next page, select
Show To Do List.
Note: This method will display all To Do List items; it cannot provide a filtered view.
6. Click the Action menu to expand the left-side pane.
7. This section of the Actions pane lists the actions that can be performed by against the work step.
8. The lower section of the pane lists the actions that can be performed against the workflow object.
9. View Task, Transmittal and Workflow details.
