Workflow overview chart

Getting an overview or chart view of your workflows

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Sep 4, 2023

When you use the workflow overview chart, you can see at a glance where each client is in a specific workflow!

screenshot of workflow overview chart

To see the overview chart, go to Templates > Workflows > View.

screenshot with arrow pointing to view button

Alternatively, you can go to Projects to select a specific client, then click on Workflows > View Workflow to view all projects on that workflow.

screenshot of arrow pointing to view workflow button

The overview chart shows you which workflows are active or paused, as well as which actions are completed, in progress, failed to run, or deleted.

legend of workflow colors

From this view, you can hover over a completed workflow action to see the date it was completed.

screenshot showing the date of a completed workflow action

If you click on an incomplete action, youโ€™ll be given additional options to manage the workflow, such as editing the action, marking it as complete, removing it, or forcing the action to run.

screenshot of additional actions that can be taken
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