Workflows and the To Do List - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

Language
English
Product
SmartPlant Foundation
Search by Category
Help
SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

A workflow is a set of steps that represents business processes and manage the lifecycle of a document or object. Each step defines an action that a user or the software must complete.

When a workflow step requires action from you, it appears in the your To Do List. The To Do List provides a place for you to view all workflow steps that have been assigned to you and their statuses. Virtually all your interaction with workflows in the Desktop Client occurs in the To Do List.

Depending on your SmartPlant Foundation configuration, the To Do List may be called the Inbox in the Desktop Client.

This section provides information about the following: