Blue Relay Support

You can step through the tasks in a workflow. This allows you to find a specific task, take a look at upcoming or past tasks, or skip an optional task. Note...

A task can involve activities such as reviewing a document, completing a form, or assigning a status.  If a workflow task includes filling out a form, the ...

If a workflow task is assigned to a team that you belong to, you can claim the task. This will reassign the task to you instead of the team. In the Workflo...

You can reassign a workflow task to a different person or team. The users and/or teams assigned to the task are shown In the Workflows panel. Click , t...

If your Blue Relay role gives you permission to manage workflows, you can modify a task using the Workflow Editor.  In the Workflows panel, hover over t...

You can escalate an urgent workflow. This will prioritize the active task on your “My Active Tasks” dashboard widget. Activate the workflow on a file or ...

You can cancel a workflow after it’s activated on a file or folder. For example, you can cancel a workflow that has been activated by mistake. In the Wo...

You can view information about the workflows that have been activated for a file or folder. You can view activities such as when the workflow was activated,...

You can activate a workflow on a file or folder. A workflow contains a series of tasks that are assigned to users and/or teams.  Once a workflow is acti...