Manage workflow tasks

View and interact with outstanding workflow transition tasks assigned to your user roles for all workflows on your models.

Tasks will only appear in your inbox if the workflow step¹ is set up to display the action button to your user role² or model stakeholder type.³

³ Manage model stakeholder types

² Manage roles

¹ Workflow step types

Prerequisites

• You are logged in to ValidMind.
• There are models registered in the model inventory.⁴
• Model stages have already been customized for use in workflows.⁵
• Workflows have already been set up for use with your models.⁶
• You are a assigned role with sufficient permissions to transition workflows into their next states.⁷

⁴ Register models in the inventory

⁵ Manage model stages

⁶ Configure model workflows

⁷ Manage permissions

View workflow tasks

1. In the left sidebar, click My Inbox.

2. Select the Tasks tab.

3. From the in-platform task list, view your incomplete tasks, access models attached to tasks, and transition model workflows into their next states:

View tasks

Tasks are listed with the following information:

• The name of the model the workflow is attached to
• The current workflow state of the workflow⁸
• The name of the workflow attached to the model⁹
• The due date of the workflow, calculated from the workflow’s expected duration
• Action items associated with that task

⁸ Workflow states

⁹ Configure model workflows

To show older tasks, scroll down to the bottom and click Load More.

Access model details

To view the details of a model attached to a workflow task, click the button displaying the name of the model.

Transition model workflows

If an action is available to your role,¹⁰ you’ll see it appear as an action button under a workflow task:

¹⁰ Transition model workflows

• Click to open up the transition panel for your selected action. This arrow will be followed by the action name.
• Enter your notes and any other additional inventory fields¹¹ then click Submit.

¹¹ Manage model inventory fields

Once completed, tasks will be removed from your view.