Track workflow section progress
Review the status, assignment, and completion details of each section in your workflow.
This guide is designed for project manager.
Steps
Step 1: Open the workflow progress view
Navigate to the page that shows the workflow progress component to see all workflow sections listed in order.
Step 2: Review section statuses
Check each section's status badge (such as Pending, In progress, Completed, or Amended) to understand current progress at a glance.
Step 3: See who is assigned to each section
Look at the assignee information on each section to confirm who is responsible or identify sections that still need assignment.
Step 4: Identify sections needing assignment
Find any sections marked as pending with no assignees where the issuer must assign the next owner, so you can take action if needed.
Step 5: Check completion details
For completed sections, review who completed the work and when, using the completion information displayed for each section.
Step 6: Spot locked sections
Identify sections that are locked and cannot be edited further, using the lock indicator to understand where changes are restricted.
Last updated: 2026-08-31