Certifications, Processess & Tasks

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<h4> Q&A and discussion all about Certifications, Processes, and Tasks.

Tutti Pianificati Non pianificati Completati Con risposta Nessuno stato Post più recenti Attività recente Voti Commenti
Checklist missed Due Date reason
  • Lalit Khairnar
1 voto 1 commento
Linking function in Certifications
  • Becky Cheung
3 voti 3 commenti
Linkoverride in Document Tables
  • Margaux Sellnau
0 voti 0 commenti
Certification/Process management - feature requests
  • Candice Adams
2 voti 4 commenti
Roll forward or copy processes - update due dates
  • Kristian Gauperaa
1 voto 1 commento
ESG metric value collection through Workiva Tasks vs. Certifications
  • Andrew McKenzie
0 voti 1 commento
Task not in ESG Program
  • Lauren Clark
0 voti 5 commenti
Reassigning signers to Certification Letters after Process has run
Con risposta
  • Rosaria Arrabito
1 voto 2 commenti
Add title for signers within certifications?
  • Lisa Isaacson (Director, Financial Operations)
1 voto 3 commenti
Process Approvers requiring to add attachments
  • Kirk Chilton
3 voti 1 commento
Mark as Signed - not visible
Con risposta
  • Kim Galloway
0 voti 1 commento
Tasks: able to customize automatic reminders and able to schedule the task
  • Daniela Marin
4 voti 5 commenti
Ability to archive completed tasks in processes
  • Mary Creaton
1 voto 1 commento
Once certifications are sent, can they be recalled, deleted, or delegated?
Con risposta
  • Angela Seaborn
0 voti 1 commento
Export process letters en masse
  • Nicole P.
1 voto 1 commento
Tasks Visibility
  • Kellie Volpicelli
2 voti 3 commenti
Selecting Reset in the new Certification
  • Karen Dumas
0 voti 1 commento
New Certifications - Exception Report
  • Julie Sorrells
4 voti 1 commento
Certification Process Details in Dashboard
  • Lynn Kaminski
0 voti 1 commento
Replacing letter in copied process
  • Candice Adams
1 voto 2 commenti
Connection of Tasks to reports
Con risposta
  • Lohit Labhala
0 voti 1 commento
Linking a certificate in a process to an entity
Con risposta
  • Alex O'Brien
0 voti 1 commento
Either, or, for users approving processes/certificates
Con risposta
  • Alex O'Brien
0 voti 1 commento
Reporting with attachments
  • Stefanie Auter
4 voti 1 commento
Cannot bulk edit filtered tasks
Completato
  • Rachel Snyder
  • Modificato
0 voti 2 commenti
PDF Export Certification Response reports with Approver Data
Pianificato
  • Curt Kuechler
0 voti 7 commenti
Letter Template Upload
  • Kirk Chilton
1 voto 1 commento
Certifications - Custom Email Options
  • David Freeman-Smith
0 voti 3 commenti
Will you be posting training on how to use Tags in the new certification process?
Con risposta
  • Jennifer Rossi
0 voti 1 commento
Certifications signers
  • Permanently deleted user
0 voti 1 commento

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