You can activate a workflow on a file or folder.

  1. Open a file or folder.

or

In the Files list, select the checkbox beside a file or folder.

  2. In the Workflows panel, select the workflow you want to activate.

 3. Select the time the workflow will be activated. You can activate the workflow immediately, in one day, or in one week.

4. Click Activate.The first task is shown in the Workflows panel.

The following task information is shown:

  • task name
  • workflow name
  • task due date (date and time)
  • task progress bar
  • number of days remaining to complete the task
  • user(s) and/or team(s) assigned to the task