Product media placeholder
Replace this area with a screenshot or short walkthrough video during the media sweep.
Workflow views help teams focus on the right submissions, tasks, and steps. Use views and filters when one workflow serves several roles or when the same process needs different working lists.
What this guide helps you do
- Create focused views for owners, assignees, statuses, or step types.
- Choose which form and task fields are visible in a view.
- Keep repeated workflow review from becoming a manual search task.
Before you start
- Know who uses the view and what decisions they make from it.
- Identify the fields, tasks, status, and visibility rules that matter.
- Confirm users have permission to see the underlying workflow data.
Do it manually
- Open the workflow builder or workflow workspace.
- Open Views or filters from the sidebar.
- Create a new view or duplicate an existing one.
- Choose visible forms, tasks, fields, and filters.
- Set access or visibility for the teammates or groups that should use the view.
- Save the view and test it with sample workflow submissions.
Ask Faster AI
- Suggest workflow views for intake review, open tasks, approvals waiting on me, and completed customer handoffs.
- Review this workflow and recommend filters for owners, due dates, and blocked work.
- Create a view plan for managers and assignees. Do not change permissions until I approve.
Review before saving, sending, or publishing
- Confirm sensitive workflow fields are visible only to the right team members.
- Check that filters do not hide urgent or overdue work.
- Update views when workflow steps or fields change.
Common issues and fixes
- If a view looks empty, clear filters and confirm submissions exist.
- If users cannot see a view, review group permissions and workflow access.
- If a field is missing, update the workflow step or view configuration.
Placeholder media
- Screenshot placeholder: add an annotated screenshot of use workflow views and filters with private customer names, emails, amounts, task details, and unpublished content blurred.
- Video placeholder: add a short walkthrough that starts from Workspace, shows the manual path, then shows how to ask Faster AI and review the result before saving, publishing, sending, or applying work.