Rebecca Berg April 16th, 2018

New Feature: Workflow Overview Chart

To say we are excited for this is an understatement.  WE ARE THRILLED to launch workflow overview today.  Workflow overview allows you to see your workflows at a glance.  For example, this is my branding workflow.

To get to the overview view, click into TEMPLATES >> WORKFLOW and click VIEW to view that workflow overview:


OR you can go into a job or lead and under WORKFLOW there, you can view all jobs/leads on that workflow:


Once clicked, it will pull up with the overview.


I can easily see at a glance ALL my jobs on that workflow.  What is nice about this feature is the ability to see at a glance what is paused / active, what has been completed, in progress, or what actions might have failed to run.  

From this view you can check off to do actions:

You can also hover over the actions to get more info about them and click incomplete actions to force them or do more actions:
We have optimized it for LARGE workflows as well.  As an example, I shrunk my screen to show you.  With long workflows both horizontally and vertically, you will always know what you are looking at since the X and Y axis are always in view.


***IMPORTANT***

This feature is ONLY available on workflows applied from the last week of March and on.  Any workflow applied before that will not show in the overview.  A work around for that would be to reapply the workflow and mark completed the actions that have already been completed.