Can I organise or filter my Workflow completions?

You can filter your Workflow completions, assign a status and also add notes.

Browse Workflow completions in MyMalcolm

This can be really useful if you want to use the Completion screens like a mini CRM - you can categorise or mark your completions to organise them in a certain way. For example you may want to apply the status "Done" or "Processed" to certain Workflows and "Follow Up" to others.

Set a status for Workflows in MyMalcolm

You can also add notes to a Workflow completion that your Team can see. A handy notes icon will appear in the Completions list to show notes exist.

Add notes to Workflow completions in MyMalcolm

You can have filter controls at the top right of the completions screen.

Filter completions controls in MyMalcolm

See a video walkthrough of these features below

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