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 bericht Recente activiteit Stemmen Opmerkingen
Linkoverride in Document Tables
  • Margaux Sellnau
0 stemmen 3 opmerkingen
Certification/Process management - feature requests
  • Candice Adams
2 stemmen 4 opmerkingen
Roll forward or copy processes - update due dates
  • Kristian Gauperaa
1 stem 1 opmerking
ESG metric value collection through Workiva Tasks vs. Certifications
  • Andrew McKenzie
0 stemmen 2 opmerkingen
Task not in ESG Program
  • Lauren Clark
0 stemmen 5 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
Ability to archive completed tasks in processes
  • Mary Creaton
1 stem 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
Reporting with attachments
  • Stefanie Auter
4 stemmen 1 opmerking
Letter Template Upload
  • Kirk Chilton
1 stem 1 opmerking
Certifications - Custom Email Options
  • David Freeman-Smith
0 stemmen 3 opmerkingen
Certifications signers
  • Permanently deleted user
0 stemmen 1 opmerking
Process with mutiple letters
  • David Freeman-Smith
0 stemmen 3 opmerkingen
Suppress reminders from tasks in deleted files
  • Andrew McKenzie
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
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
4 stemmen 1 opmerking
Can a signer save a partially completed certification and return to it later?
  • Jonah Girty
0 stemmen 1 opmerking
Certification actions in Processes
  • Sandra Gardner
0 stemmen 4 opmerkingen
Conditional questions in Certification process
  • Amy Jordan
7 stemmen 7 opmerkingen
Certification - New Features Released September 2023
  • Isaac Oard
  • Bewerkt
3 stemmen 0 opmerkingen

Ask the Workiva Community for help

Bericht aanmaken