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CCH Software User Documentation

Use Icons

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You are able to view the status of the Workflow Homepage milestones as:

  • Icons
  • Dates
  • Employees

Use Icons

To view the workflow Homepage milestone status as icons, right click and ensure that Use Icons is ticked (this is the default view when you first add the workflow homepage control).

WFhomepage.png

Show Due Dates

To view the workflows with completed and due dates, right click and ensure that Use Icons is un-ticked.  Right click again, hover over Use Icons and select Show Due Dates.

WFhomepageDDaTES.png

Show Employee

To view the workflows showing who marked steps as completed, and who is assigned to the next tasks, right click and ensure that Use Icons is un-ticked.  Right click again, hover over Use Icons and select Show Employee.

WFhomepageDD.png

 

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