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Follow the progress of a running workflow

Learn how to follow a running workflow's progress, from its overall status to every task.

Written by Yuliya Chakhovich

Open Workflows, choose the tax type and open the workflow.

Where to look

  • Overview shows its status: the percentage completed, and how many tasks are overdue, to do, waiting for approval, completed late, completed on time or terminated.

  • Tasks shows every task, grouped by entity, obligation and period, with its status, due date, assignees and approvers. Use Add filter, or search by task name, to find what's behind, such as the overdue tasks.

  • Collected data shows what the tasks gathered so far: the values and documents per entity and period. Empty cells show what's still missing.

To keep others informed, select Share at the top.

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