Viewing Workflows

The Workflows page provides an overview of all your remediation and compliance workflows. This guide covers how to navigate, filter, and find the workflows you need.

Accessing Workflows

Navigate to workflows via:

Sidebar - Click "Workflows" in the main navigation
Dashboard - Click the Workflows In Progress card
Keyboard - Press G then W

Workflows List View

Table Columns

Column	Description
Name	Workflow title (click to open)
Status	Current status badge
Priority	Priority level indicator
Progress	Completion percentage bar
Tasks	Completed / Total tasks
Owner	Primary workflow owner
Due Date	Target completion date
Created	When workflow was created

Status Badges

Status	Color	Meaning
Draft	Gray	Not yet started
Active	Blue	Work in progress
On Hold	Yellow	Temporarily paused
Completed	Green	All tasks done
Cancelled	Red	Stopped

Priority Indicators

Priority	Color
Critical	Red
High	Orange/Amber
Medium	Green
Low	Blue

Filtering Workflows

By Status

Filter to specific statuses:

All - All workflows
Active - Currently in progress
Draft - Not yet started
Completed - Finished workflows
Archived - Old, archived workflows

By default, the list shows Active workflows. Toggle "Show Completed" to see finished work.

By Priority

Focus on specific priority levels:

All priorities
Critical only
High and above
Medium and above

By Owner

Find workflows by assignment:

All owners
My workflows
Unassigned
Specific team member

Filter by what the workflow addresses:

Linked to specific gap
Linked to specific risk
Linked to specific framework

By Date

Filter by timeline:

Created this week
Due this week
Overdue
Custom date range

Searching Workflows

Use the search bar to find workflows by:

Workflow name
Task names within the workflow
Description content
Linked item names

Search Tips

Use quotes for exact phrases: "access control"
Combine with filters for precision
Search includes completed workflows if shown

Sorting Options

Click column headers to sort:

Sort By	Options
Name	A-Z or Z-A
Status	By status type
Priority	Critical first or Low first
Progress	Most complete or least
Due Date	Soonest first or latest
Created	Newest or oldest

Workflow Cards

Quick Info

Each workflow row shows at a glance:

Progress bar with percentage
Task completion count
Key status indicators
Overdue warning if applicable

Hover Actions

Hover over a workflow to see quick actions:

Open - View workflow details
Edit - Modify workflow properties
Archive - Move to archive
Delete - Remove (draft only)

Views and Layouts

List View (Default)

Table format with sortable columns:

Compact information display
Easy scanning and sorting
Good for many workflows

Card View

Cards showing workflow summaries:

More visual presentation
Progress bars prominent
Better for fewer workflows

Switch Views

Toggle between views using the view selector in the toolbar.

Bulk Actions

Select multiple workflows for bulk operations:

Select Workflows

Click checkboxes next to workflows, or "Select All."

Click Bulk Actions

Opens the action menu.

Choose Action

Change priority
Change status
Assign owner
Archive
Export

Confirm

Apply changes to all selected workflows.

Saved Views

Save filter combinations for quick access:

Creating a Saved View

Apply desired filters
Click "Save View"
Name your view
Access from Views dropdown

Example Saved Views

View Name	Filters
My Active Work	Owner = Me, Status = Active
Critical Priority	Priority = Critical
Overdue	Due Date < Today, Status = Active
SOC 2 Prep	Related Framework = SOC 2