Folders



The following options are available in the Workflow Tasks folder menu:

Options Description
Search Allows you to search for tasks by typing keyword(s)
Add Allows you to add a new folder
Refreshes the tasks folders menu
Allows you to expand and collapse the task folders
Allows you to hide folders from the workflow tasks menu and customize task sequence within a folder

To hide a folder from the workflow tasks menu:

  1. From the top right corner of the menu, click .
  2. Click next to the folder you want to hide from the menu.

  3. Click Save.
    The folder is no longer visible in the menu.

  4. To reorder the sequence of tasks within a folder, from the top right corner of the menu, click .
  5. Select a folder from the menu.
  6. Hold and drag tasks to change their sequence in the folder.