Certifications, Processess & Tasks

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

Alles Gepland Niet-gepland Voltooid Beantwoord Geen status Nieuwste bericht Recente activiteit Stemmen Opmerkingen
Linking function in Certifications
  • Becky Cheung
2 stemmen 1 opmerking
Linkoverride in Document Tables
  • Margaux Sellnau
0 stemmen 0 opmerkingen
Certification/Process management - feature requests
  • Candice Adams
2 stemmen 4 opmerkingen
Roll forward or copy processes - update due dates
  • Kristian Gauperaa
0 stemmen 1 opmerking
ESG metric value collection through Workiva Tasks vs. Certifications
  • Andrew McKenzie
0 stemmen 1 opmerking
Task not in ESG Program
  • Lauren Clark
0 stemmen 5 opmerkingen
Reassigning signers to Certification Letters after Process has run
Beantwoord
  • Rosaria Arrabito
1 stem 2 opmerkingen
Add title for signers within certifications?
  • Lisa Isaacson (Director, Financial Operations)
1 stem 3 opmerkingen
Process Approvers requiring to add attachments
  • Kirk Chilton
3 stemmen 1 opmerking
Mark as Signed - not visible
Beantwoord
  • Kim Galloway
0 stemmen 1 opmerking
Tasks: able to customize automatic reminders and able to schedule the task
  • Daniela Marin
4 stemmen 5 opmerkingen
Ability to archive completed tasks in processes
  • Mary Creaton
0 stemmen 1 opmerking
Once certifications are sent, can they be recalled, deleted, or delegated?
Beantwoord
  • Angela Seaborn
0 stemmen 1 opmerking
Export process letters en masse
  • Nicole P.
0 stemmen 1 opmerking
Tasks Visibility
  • Kellie Volpicelli
2 stemmen 3 opmerkingen
Selecting Reset in the new Certification
  • Karen Dumas
0 stemmen 1 opmerking
New Certifications - Exception Report
  • Julie Sorrells
4 stemmen 1 opmerking
Certification Process Details in Dashboard
  • Lynn Kaminski
0 stemmen 1 opmerking
Replacing letter in copied process
  • Candice Adams
1 stem 2 opmerkingen
Connection of Tasks to reports
Beantwoord
  • Lohit Labhala
0 stemmen 1 opmerking
Linking a certificate in a process to an entity
Beantwoord
  • Alex O'Brien
0 stemmen 1 opmerking
Either, or, for users approving processes/certificates
Beantwoord
  • Alex O'Brien
0 stemmen 1 opmerking
Reporting with attachments
  • Stefanie Auter
4 stemmen 1 opmerking
Cannot bulk edit filtered tasks
Voltooid
  • Rachel Snyder
  • Bewerkt
0 stemmen 2 opmerkingen
PDF Export Certification Response reports with Approver Data
Gepland
  • Curt Kuechler
0 stemmen 7 opmerkingen
Letter Template Upload
  • Kirk Chilton
1 stem 1 opmerking
Certifications - Custom Email Options
  • David Freeman-Smith
0 stemmen 3 opmerkingen
Will you be posting training on how to use Tags in the new certification process?
Beantwoord
  • Jennifer Rossi
0 stemmen 1 opmerking
Certifications signers
  • Permanently deleted user
0 stemmen 1 opmerking
Process with mutiple letters
  • David Freeman-Smith
0 stemmen 3 opmerkingen

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