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How do I use the Workflows dashboard?

See all workflow requests in your portal and find the ones that need your action.

Written by Justin Verhoeve

In Dashboard › Workflows, you see all workflow requests in your portal. The page has two tabs:

  • Approval: orders and downloads that need approval before they are processed.

  • Requests: creative requests that users submitted through a request workflow.

Find requests

  • Date range: click the date button in the top-right corner to choose a period.

  • Search: search for a request by request number, user name or keyword.

  • Filters: filter by Workflow, Locations and Status, such as Requested or Approved.

Note: You can combine filters to find exactly what you need.

The overview

The table shows per request:

  • Number: the unique request ID.

  • Order: the order number.

  • User: the person who submitted the request.

  • Product / package: the product or package the request is about.

  • Workflow: the workflow the request follows.

  • Created at: the date and time of the request.

  • Status: the current status.

  • Actions: click the three dots (⋮) to review the request.

Choose columns

  1. Click Columns in the top-right corner.

  2. Turn columns on or off.

  3. Click Reset to default to go back to the original layout.

⚠️ Important: Your column choices only change your own view, not what other admins see.

Export requests

  1. Click Export in the top-right corner.

  2. The file downloads with the requests that match your date range, search and filters.

Tips for managing requests

  • Filter on the status Requested to see what is still waiting for you.

  • Check the Requests tab separately to keep an eye on deadlines of creative requests.

  • Clear your filters before you export if you want all data.

Read How can I approve a request? to learn how to approve or decline a request.

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