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flow

Flow and timeline

See who held the work, where it waited, and which files were added.

This training narration is AI-generated.

Transcript

The flow screen tells the story of the work. It shows who created it, who handed it to whom, where it waited, which requests were opened, and which files were added. Next, open the related record and try the same flow on demo data.

Steps

  1. 1First we clarify the concept
  2. 2Then we look at real demo data
  3. 3We review the primary action in context
  4. 4Finally we verify the timeline record