Certifications, Processess & Tasks

Is there anyway I can use the existing process functions to structure a set of activities where: the next person can begin work once the preparer is done, but formal approval still needs to happen afterward, and only some later activities truly d...

Victor Fontenele

We often copy old processes as the start of new processes. Until recently, there was a Process Date field you could populate (a process setting). I don't think that field exists any longer. However, when you copy an old process, the Due date from ...

Julie Hilsher

Hi, Is is possible to export the certification audit trail within the reporting screen? When exporting either the 'process' or 'certification responses' tabs, there is no visibility as to when the preparers or approvers have actually signed off th...

Kirk Chilton

Our current process for 10Q/10K subcertifications is start our Certification Process in Workiva, but send out an email to all certifiers with a link to Sharepoint where we share the certifier assignments and a draft of the 10Q or 10K. How are othe...

Ashley White

With the new look and feel of certifications that rolled out recently, I can't figure out where to customize initial email notifications. This release notes from 2023 shows how to do it before the change: Release Notes: July 10 – July 14, 2023 – S...

Julie Hilsher

There used to be an option to skip the task but recently I do not see that as an option anymore.  Does the functionality to skip the task still exist and if so, where does one find that option.  Otherwise, is our only option to either delete the t...

Molly Carpenter

Is it possible to give selected certification signers visibility to other certifications? For example, Europe zone controller can view comments in Germany, France and Italy certifications.

Maciej Cydzik

In the past, you could elect to assign one person as a 'Certifier cc' for any Wdesk user. The Certifier cc would be copied on any automated certification emails that went to that member. Does that functionality exist today? If so, how do I access ...

Julie Hilsher

We have several tasks that have a preparer and an approver. Is there a way for approvers to see tasks in conjunction with the preparer? Or will they only be allowed to see the task once the preparer submits it for their approval? It would be benef...

Anna Blake Lively

I would like to suggest an enhancement to the platform. Currently, when creating a Process, it is not possible to include a task in bulk. This feature would be extremely useful to streamline workflows and improve efficiency. At the moment, the ava...

Thiago Andrade Vaz

We would like to utilized tasks more vs utilizing a 3rd party software to obtain documents and have folks within WDesk participate in the completion of certain, well, tasks. As it currently stands, it seems tasks are underdeveloped vs the rest of ...

Pat Flanakin

We would like task approvers to have the ability to upload supporting attachments directly to the sustainability program. Currently, our process involves the preparer attaching their documentation to the input spreadsheet, while the final approver...

Linda Walter

I'm currently trying to move our quarterly certification process into Workiva certifications. I wanted to further understand how the "exception" process worked. Do responders get a drop down free form response box? How does this show up on the rev...

Parth Taparia

Hi, Workiva Team! I’m currently building processes within the Workiva platform. When working in the SEC Reporting solution, I noticed that it's possible to create tasks directly through the "Content Request" feature, which greatly streamlines the ...

Thiago Andrade Vaz

In regards to this statement regarding Enabling email link authentication, "If your organization requires Single Sign-On (SSO), you won't be able to use the email link authentication setting, and all users will need to log in via SSO." If the SSO ...

Myra Rogers