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
New Certification Roll Forward Best Practices
  • Michael Gutman
3 stemmen 9 opmerkingen
Be able to customize request reminders
Voltooid
  • Ira Singh
20 stemmen 13 opmerkingen
How does the "exceptions" functionality work?
Beantwoord
  • Parth Taparia
0 stemmen 3 opmerkingen
Enable "Content Request" Functionality Across All Workiva Solutions
  • Thiago Andrade Vaz
4 stemmen 3 opmerkingen
Conditional questions in Certification process
  • Amy Jordan
7 stemmen 8 opmerkingen
Enabling email link authentication for Processes
  • Myra Rogers
0 stemmen 0 opmerkingen
Certifications: populated signer emails
Beantwoord
  • Sabrina Christian
0 stemmen 3 opmerkingen
Automatically start processes at a certain date
  • Marja Nijpels
4 stemmen 3 opmerkingen
Advice on how to create a process (open to ideas)
  • Luis Gonzalez
0 stemmen 1 opmerking
Processes - restart entire process
  • Jon Neufeldt
5 stemmen 7 opmerkingen
Tasks linked to 'Send for Reviews"
  • Aaron Silver
10 stemmen 2 opmerkingen
Add title for signers within certifications?
  • Lisa Isaacson (Director, Financial Operations)
2 stemmen 4 opmerkingen
Process- There should be 'Send Back' or 'Return' button in the process workflows.
  • Hina Sanghi
3 stemmen 2 opmerkingen
Certification Automatic Reminders
Voltooid
  • Maciej Cydzik
9 stemmen 18 opmerkingen
Processes and Certifications - notifications
Voltooid
  • Pat Flanakin
2 stemmen 2 opmerkingen
Tasks: able to customize automatic reminders and able to schedule the task
Voltooid
  • Daniela Marin
4 stemmen 6 opmerkingen
Linking function in Certifications
  • Becky Cheung
5 stemmen 5 opmerkingen
Can reports be scheduled for delivery?
Voltooid
  • Donna White
0 stemmen 4 opmerkingen
Processes - certification request certifier to upload review support
  • Geena Kooner
0 stemmen 1 opmerking
Processes - "apply to all tasks" edit option
  • Magdalena Galik
0 stemmen 1 opmerking
Free-form question responses in letters
  • Michelle Reinfurt
0 stemmen 1 opmerking
Bulk Tasks-if one assignee completes task, it completes it for everyone-
Beantwoord
  • Sheryl Sailer
0 stemmen 1 opmerking
Linkoverride in Document Tables
  • Margaux Sellnau
0 stemmen 3 opmerkingen
Checklist missed Due Date reason
  • Lalit Khairnar
1 stem 1 opmerking
Email Notification Timing
Gepland
  • Dan Packer
  • Bewerkt
14 stemmen 4 opmerkingen
Using Processes for certifications - time zone selection
Gepland
  • Pat Flanakin
13 stemmen 9 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
Certifications Process - approver notifications
  • Pat Flanakin
0 stemmen 1 opmerking
PDF Export Certification Response reports with Approver Data
Gepland
  • Curt Kuechler
0 stemmen 7 opmerkingen

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