Certifications, Processess & Tasks

Bericht aanmaken

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

Alles Gepland Niet-gepland Voltooid Beantwoord Geen status Nieuwste post Recente activiteit Stemmen Opmerkingen
Ability to archive completed tasks in processes
  • Mary Creaton
2 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.
1 stem 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
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 4 opmerkingen
Suppress reminders from tasks in deleted files
  • Andrew McKenzie
0 stemmen 3 opmerkingen
Processes - turning assignees and approvers to viewers after submission
Gepland
  • Stacey Borgstadt
0 stemmen 3 opmerkingen
Certification Requirements Before Signing Letter
  • David Freeman-Smith
  • Bewerkt
0 stemmen 1 opmerking
Automated Control Self-Certification
  • Kari Johnson
0 stemmen 1 opmerking
Mark as complete - Processes
Beantwoord
  • Katherine Solberg
0 stemmen 1 opmerking
Contact Assignments in Processes
  • Melissa Huang
0 stemmen 2 opmerkingen
Generate PDF after certifying a letter is not available for the certifier
  • Ana Paola Hurtado
0 stemmen 3 opmerkingen
Save as draft option is not available for the letter assignees
  • Ana Paola Hurtado
0 stemmen 1 opmerking
Allow to modify the due date at the letter level
  • Ana Paola Hurtado
6 stemmen 1 opmerking
Can a signer save a partially completed certification and return to it later?
  • Jonah Girty
0 stemmen 1 opmerking
Delete Test Process
Beantwoord
  • Abbie Smith
0 stemmen 7 opmerkingen
Email Notifications: Batch Job Settings for Task Assignment, Reminder, & Past Due
Beantwoord
  • Alex Stough
0 stemmen 2 opmerkingen

Vraag de Workiva-community om hulp

Bericht aanmaken