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!

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

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

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.

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

If you click on an incomplete action, you’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.