Dashboard - Workflows

Workflow Status Overview

Natero offers a quick overview of all the accounts that are currently in the process of completing a workflow or have completed a workflow. 

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Go to "Dashboard" and select "Workflows". 

  • Account name: The name of the account.
  • Lifecycle workflow name: The name of the workflow that's deployed to that account.
  • Status: The status of the workflow.
  • Start date: The start date of that workflow for that account.
  • Completion date: The completion date of that workflow for that account.
  • Current milestones: The current milestone this account is in.
  • Due dates: The due date of the current milestone this account is in.

Account Workflow Status Tracking

You can also quickly filter a list of accounts by a particular workflow they are associated with in a table view in the Details section. For each account, you can easily review the status of each workflow milestone, owner of the milestone task and the overall duration of the workflow so far.

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