Processes - Data Requests
GeplandApologies if I missed this in already-existing support guidance, but I wanted to check in to see what, if any, non-Workiva files we can obtain from others as part of the new processes option. For example, instead of formally opening up a section of Workiva to a data requestee, can I provide an option for her/him to attach a Word or Excel file that I can review and take action myself?
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Hi Michael and Andrew!
Thanks for your interest here. I can confirm that currently this is NOT available, but it is planned. I don't have a timeline as of yet, but I'm happy to get you both connected to that body of work so you can keep apprised. Should anyone else be interested as well, just let me know and we'll get you connected as well.
Give us a holler if you have any questions or need anything else. Cheers, and thanks for the contributions!
1
That would be a helpful feature. It would also be useful if we have a reviewer on a task as well.
0
I'm interested in the features suggested above as well. In addition, I also thought of a couple things that would be helpful when using the Process Monitor:
- Ability to sort/filter on the columns
- Ability to remove/hide canceled tasks (or re-open if canceled by mistake)
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Hi all,
Thank you for sharing your feedback with us! We have shared your suggestion with our development team and will let you know if anything changes. Anyone passing by is also encouraged to vote up/comment on these suggestions.
Let us know if you have any questions in the meantime:)
Julia0
Brian's comment about being able to sort/filter columns and remove/hide canceled tasks is something we would use, too.
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