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    Assign a workflow step
    • 30 Aug 2023
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    Contents

    Assign a workflow step

    • Updated on 30 Aug 2023
    • 1 Minute to read
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    Article Summary

    Assign a step in the workflow

    Assigning a workflow step.png


    Assign a plan review to a plans examiner

    When you assign a workflow step, that doesn't assign a plan review to a plans examiner. To assign a plan review, please follow these steps instead.

    "My Work" on the Dashboard

    When you assign a Workflow step, it will show up on the Dashboard under My Work for the individual you assigned it to, like this:
    My work on the dashboard.png

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