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Workflow plugin - Workflow useage

Article Index

Page 3 of 4

Workflow useage

Workflow list

In this list you will see the active tasks that still need to be handled, or you can start a new task.

View historical data of a job and looking for completed tasks.

If you are an administrator, you can also edit same workflow.

With your right mouse button, you can also assign tasks to other users.


  • Type: The type of workflow that you start when you press on the New icon.

  • New: Create a new workflow.

  • Process: Show execution screen. This will launch the screens in TurboCASH / osFinancials as assigned to each step.

  • History: Shows the history of the task. You may right-click on a selected step to launch the “Where am I?” feature.

  • Edit: If you are an administrator, you can quickly edit the workflow.

  • Show closed: Shows finished or partially completed workflow steps for a task from date from date field. If you click on the View closed icon, the Open tasks will be listed.

  • Where am I?: A screen that shows you where you are currently in the process.