My Workflows

This list contains all workflows that are assigned to you.

Following is a summary of functionality on the My Workflows screen.

•      You can search for workflows using any of the Search Filter fields.
See Workflow and Task List Searches for more information about searching for workflows and tasks, and viewing, organizing, and exporting search results.

•       To access the customer file, click on the field in the Customer Name column.

•       To access the workflow, click on the field in the Title column.

•       The Current Task column displays the task presently available on the corresponding workflow.

•       The Project Manager column displays the assigned project manager for the corresponding workflow.

•       The Credit Action column displays the title of the credit action associated with the workflow if one is available.

•       The Request Amount column displays the requested amount from the associated credit action.