Workflow is located in the details section of Technology, Patent, Agreement, People, and Group records. Workflow can be customized to fit the needs of each organization is is specific to the record on which it exists.

To add a new workflow item, click add and complete the fields. The activity date default is the current date and the completed date should be used to capture the date the task was completed. The Note/Description field is used to capture additional information about the workflow step.

Agreement workflow contains additional date fields that also display the created date update date of the workflow item.

Workflow Reports

For each of the sections where workflow exists, there are reports available in the search pages.