Processes Details Page Data Cards

Data Cards display below the Summary view on a Process Details page and can be re-arranged by a user.

  • Activity data card: This card displays a detailed status for process activities. Select Everyone, Just Me, or a specific person in the Filter list to display activities that belong to everyone, just me, or a specific person.

  • Tasks data card: This card displays tasks in the process. Tasks can be sorted by selecting options in the lists accessed by the down arrow. Select a task in blue text to open the task.

  • Documents data card: This card displays documents. Search for specific documents. Add documents as applicable.

  • Comments data card: This card displays comments for the process. Select Add comment to add a comment. Select Everyone or Just Me in the list under the Comments heading to send the comment to everyone or only you. Select Send.