The Workflow layout view can be accessed from the Overview page or from any expanded Workflow list. Click the layout link. 
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.
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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.
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You can use the Task Name link to display the associated Task Details page.
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The right side provides buttons for:
Viewing the Dates Hierarchy
. This page lets you keep track of key dates associated with a root workflow and all of the associated subworkflows. See Workflow Dates Hierarchy.Viewing notes
and adding notes
. See Viewing/Adding Notes.Viewing Workflow details
. See Workflow Details.Navigating to the layout for the Parent Workflow (if you're currently on a Subworkflow)
.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. |
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To zoom in and out, use the scroll wheel on your mouse or the zoom bar on the diagram. |
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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. |
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