Workflow Status Panel Overview

The Workflow Status Panel is a centralized activity panel located on the right-hand side of the Company Workspace that keeps you up to date on your tasks and in-progress workflows. From this panel, you can:

Start a new workflow
View what workflow tasks are waiting for your action
View in-progress and recently completed workflows
Expand your view into workflow details

Starting a New Workflow

Selecting Start New Workflow at the top of the panel will bring you to the My Available Workflows page. This page lists the workflows that are available for you to complete. If there are workflows that you believe you should have access to but don't see on this page, please contact your account Administrator; they can help manually transfer workflows.

My Tasks

The My Tasks section of the Workflow Status Panel lists the current tasks for each workflow that are currently waiting on your action. Clicking the task or workflow name will bring you directly to the workflow page where you need to take action. To see more details about the workflow, click the blue Status icon (see below for more information).

Workflows

The Workflows section of the Workflow Status Panel lists both workflows that are in process and workflows that have been completed. The workflows listed also include the platform users who have actions that need to be taken to complete the workflow.

The toggle button at the top of the panel allows you to switch the view of workflows between your workflows and all workflows that are both in progress and have been completed.

Workflow Explorer

From the Workflow panel, clicking on Explore will open the Workflow Explorer page, which will list the workflows in greater detail. This page provides filters to show workflows based on their status, owner, latest activity, and process group.

Workflow Status

Clicking the Status button (the blue i icon) will open the status screen for a workflow that shows additional details about the workflow.

From this screen, you can view information about the workflow including the workflow owner and the current process of the workflow. You can also view the emails that have been sent in regard to the workflow and view any rendered or uploaded documents.

This screen will also show if the workflow is pending any action by other users. There is a Remind button that can be used to send an email reminder to that user to complete the pending tasks.

Screenshots are for illustrative purposes only.

Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.

Fidelity Private Shares LLC

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