---
title: "Using the Layout Page"
slug: "using-the-layout-page"
updated: 2026-08-11T11:47:54Z
published: 2026-08-11T11:47:54Z
canonical: "help.idibilling.com/using-the-layout-page"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using the Layout Page

The Workflow layout view can be accessed from the Overview page or from any expanded Workflow list. Click the layout link. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80521.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D)

The layout view includes the name of the Workflow, its status, its coordinator, and a flowchart of the Workflow. The status of each Step is represented by its color. Click Show Legend for the list.

**Show picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82241.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D)

#### Viewing Tasks in a Step

To see Tasks associated with a Step, select the Step in the layout. The Tasks are listed below the layout.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82242.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D)

You can use the Task Name link to display the associated Task Details page.

#### Gray Banner

The right side provides buttons for:

- Viewing the Dates Hierarchy ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82239.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D). This page lets you keep track of key dates associated with a root workflow and all of the associated subworkflows. See [Workflow Dates Hierarchy](/v1/docs/workflow-dates-hierarchy).
- Viewing notes ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80478.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D) and adding notes ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80474.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D). See [Viewing/Adding Notes](/v1/docs/viewing-adding-notes).
- Viewing Workflow details ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80520.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D). See [Workflow Details](/v1/docs/viewing-editing-workflow-details).
- Navigating to the layout for the Parent Workflow (if you're currently on a Subworkflow) ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82238.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D).

The left side of the gray banner just below Workflow name provides pertinent Workflow information. Some of the fields let you toggle the presentation for the field. (More)

#### Navigating Large Layouts

Workflows with many Steps may not be displayed completely when you first open the layout. You have the following options when viewing the layout:

| To see more Steps of the Workflow on the layout, you can click and drag anywhere on the layout area, or use the pan tool. | ![PanTool](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/69026.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D) |
| --- | --- |
| To zoom in and out, use the scroll wheel on your mouse or the zoom bar on the diagram. | ![ZoomTool](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/69027.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D) |
| To make the layout taller or shorter, click and drag the double bar at the bottom of the layout when the cursor is a double arrow. | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68359.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D) |