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Viewing Workflows That Have Been Applied to a Case

This article will guide you on how to view all the workflows that have been applied to a particular case in 8am™ MyCase.

Updated this week

Following along in MyCase is recommended as you read the article.

Viewing Workflows

  1. Under the Case Items & Info tab, click on Workflows.

  2. You will be taken to a screen that shows you all of the workflows that have been applied to this case. If you would like to see the details of a workflow that has been applied, click the workflow name.

  3. Next, you will be taken to a screen that shows you some information about the workflow, as well as a list of all the calendar events and tasks that were added to the case file by this workflow (pictured below). From this screen, you can remove the workflow, edit calendar events and tasks, mark tasks as complete, and remove individual calendar events and tasks from the system.

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