Run a workflow

After your workflow template is created, it can be run using the OnTask platform. This creates and routes your documents and forms with a group of people to review and approve in their browsers using the OnTask platform. A transaction consists of multiple steps within a workflow that solves a problem from beginning to end regardless of the complexity, steps, or number of signatures collected within the transaction.

Running a Workflow from the Workflow Template Library

Once you have used the workflow template library to automate your document signing or form completion, you will view a screen with the options to run or share your new process. By selecting Run or by someone clicking on the shared link you’ve initiated an instance of the workflow, and it will appear in the Dashboard in the IN PROGRESS tab. You can continue to check the progress of your workflow in the Dashboard.

 

Running a Workflow from the dashboard

  1. If you’re not in the main OnTask Dashboard, click the “Dashboard” icon in the upper-right of the screen.
  2. In the left sidebar, select the workflow template to use and then click RUN.

You’ve initiated an instance of the workflow, and it will appear in the Dashboard in the IN PROGRESS tab. You can continue to check the progress of your workflow in the Dashboard.