--- title: "Using the Overview Page" slug: "using-the-overview-page" updated: 2026-08-11T11:47:47Z published: 2026-08-11T11:47:47Z canonical: "help.idibilling.com/using-the-overview-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 Overview Page The Overview page has two views available via the View drop down menu. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85951.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) You can access this page from any location where the Workflow name is a link, such as ***My Workflows*** page or Workflow Search Results. The view defaults to ***Workflow Overview***. This view displays the status of a Workflow. **Show picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85953.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) > [!NOTE] > Note > > This page includes many links. The mouse pointer changes to a pointing finger when it rolls over a link or toggle button. ![icoMousePointerFinger](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68713(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) #### Workflow Overview View - **Top of Page** The top left of the page displays the name of the Workflow. The top right indicates the Status. Depending on the Status, the indicator provides drop down menu options for changing the status. See [Starting/Pausing/Resuming/Cancelling a Workflow](/v1/docs/starting-pausing-resuming-cancelling-workflows). - Green: In Progress - Dark Gray: Waiting - Purple: On Hold - Blue: Completed - Red: In Error - Light Blue: Cancelled - **Gray Banner** The right side provides buttons for: 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) - 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%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%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%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%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%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D). See [Viewing/Adding Notes](/v1/docs/viewing-adding-notes). - Opening the Layout Page ![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%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D). See [Layout Page](/v1/docs/using-the-layout-page). - 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%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D). See [Workflow Details](/v1/docs/viewing-editing-workflow-details). - Navigating to the Overview 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%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D). - **Status Information** This section provides the task-related status information as applicable. **More** | Tasks Complete ***n*** of ***n*** | Number of completed Tasks. This button displays the Task Search results page listing all the Tasks in the Workflow. The link opens the Task Search results page listing all Tasks in the current Workflow. | | --- | --- | | ***Percent complete*** | Percentage of Tasks completed. | | Excluded | Percentage of Tasks excluded due to decision points within the Workflow. The link opens the Task Search results page listing all Excluded Tasks in the current Workflow. | | Completed | Percentage of Tasks completed. The link opens the Task Search results page listing all Tasks with a status of ***Completed*** for the current Workflow. | | In Progress | Percentage of Tasks currently in progress. The link opens the Task Search results page listing all Tasks with a status of ***In Progress*** for the current Workflow. | | Waiting | Percentage of Tasks currently waiting to start. The link opens the Task Search results page listing all Tasks with a status of ***Waiting*** for the current Workflow. | | In Error | Percentage of Tasks currently in error. The link opens the Task Search results page listing all Tasks with a status of ***In Error*** for the current Workflow. | | ***messages*** | Messages pertinent to the workflow. Tasks in error ![icoGreenCheckMarkWeb](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68739.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) There are no task(s) that are in error ![icoErrorRedBox](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68737.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) There are ***n*** task(s) that are in error Tasks overdue ![icoGreenCheckMarkWeb](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68739.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) There are no task(s) that are overdue ![icoYellowTriangleInfoWeb](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68740.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) There are ***n*** task(s) that are overdue Workflow on schedule ![icoGreenCheckMarkWeb](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68739.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) This workflow is on schedule to be completed ![icoYellowTriangleInfoWeb](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68740.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) This workflow is not on schedule to be completed | - **Upcoming Tasks** This section indicates the number of Tasks that will be due within the following time periods: 4 hours, 8 hours, 12 hours, 24 hours, 7 days, and 14 days. - **Activity** This section provides a history of: Clicking an item listed in this section displays Activity details. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80503.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) - Workflow status changes - Notes added - **Participants** This section lists the tasks in this Workflow by participant. Each row indicates: Clicking a link in any one of these columns' link opens the Task Search results page listing all Tasks, within the Workflow assigned to the Participant (for Total) or all Tasks that have the applicable status. From the Search Results you can navigate to the details for a selected Task, or the Overview for a selected Workflow. - User Name of the Participant - Total number of Tasks in the Workflow assigned to the participant - Number of Tasks in the Workflow assigned to the participant with a status of: - In Progress - Completed - Waiting - In Error - Cancelled #### Workflow Tasks View When you select the Workflow Tasks view, initially only In Progress and In Error tasks for the workflow instance are listed. An informational message is displayed to indicate this, and a link is provided to Show All Tasks. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85955.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) When you choose to show all tasks, the link changes to Show Current Tasks to let you return to the initial (In Progress and In Error) tasks view. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85958.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A51Z&se=2026-11-14T11%3A47%3A51Z&sr=c&sp=r&sig=aths%2BPQxHHSV9HguaEJbvNHnfuBzOnP4uB0300wEbe0%3D) You can select the Workflow task view to be your favorite by clicking the heart icon next to the view selector. This changes the detault from Workflow Overview to Workflow Tasks. This uses the browser’s local storage and will retain the preference within a machine/browser for each user. **Sub workflows** When the workflow instance being viewed is the root, the full hierarchy will be displayed, showing the tasks under each child workflow instance. Note that when there are no tasks In Progress or In Error for the root or a child workflow instance, the workflow will be displayed with the text: No matching tasks found for this workflow. The hierarchy can only be viewed from the root. If you select the Workflow Tasks view from any child workflow instance, only that child workflow instance’s tasks will be displayed. A partial hierarchy will not be displayed from a child workflow.