Can I organise or filter my Workflow completions?

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

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.

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.

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

See a video walkthrough of these features below