Check the workflow status across your client files
This feature is available to customers with our Insights module. Contact your Customer Success Manager if you’d like more information.
Recently, we launched the ability to add, change and view the workflow status of your client files.
But we wanted to go further. What if you want to know the workflow status of one or more workflows of your client files?
Or perhaps as a manager you want to know if you’ll meet your annual accounts deadline?
With this new improvement, you can do this via Insights. You have the option to search for a specific status of a workflow, or check all client files up to or from a specific status.
Using this new workflow status feature in combination with the client files you're following gives you an overview of the status of everything that’s relevant for you.
We’d love to hear what you think about this update, or what improvements you’d like to see to Insights more generally.
