Mark a Workflow Complete
To complete a workflow:
Open the client and workflow you want to complete in Work Desk.
Select Actions.
Click Complete Workflow.
The workflow will immediately be marked as complete and the workflow status will update in Work Desk.
Important: Tasks Are Not Automatically Completed
Marking a workflow complete does not complete the individual tasks within that workflow.
This allows you to close a workflow when the overall process is finished without requiring every remaining task to be completed first.
After completing the workflow, you will remain in Work Desk and can decide what to work on next.
Mark a Workflow Incomplete
If you need to reopen a completed workflow:
Navigate to the completed workflow.
Select Actions.
Click Mark Workflow Incomplete.
The workflow will return to an active state and its status will update in Work Desk.
