MY WORKFLOW
The queue in front of you, in the order it should be worked.
WHAT THIS SCREEN IS · AND WHAT IT IS NOT
Shared /MyPlaybook with My Role & Responsibilities. That screen answers WHAT YOU MAY DO — the modules and gates your playbook grants. This one answers WHAT IS WAITING — the specific records routed to you now. Authority versus queue.
RECORDS · NO PROJECT
No project selected
This view is scoped to one project. Pick a project in the header switcher.