View participant progress
Track how each person is progressing through a workflow.
Introduction
Once people have been added to a workflow, Worknice creates a workflow run for each participant. You can monitor each participant’s progress to see which groups have triggered, which steps are in progress, and what still needs to be completed.
Before You Get Started
You must be an Account Owner or have the appropriate admin permissions to view workflow progress.
A participant must be added to the workflow before progress can be tracked.
Getting Started
Go to Workflows from the left-hand menu.
Open the workflow you want to review.
Click the Participants tab.
From here, you’ll see a list of all people added to the workflow, including:
Person name
Date added
Completion progress
Open a Participant’s Workflow Run
To review an individual participant:
From the Participants tab, click the person’s name.
Worknice will open their workflow run.
This gives you a detailed view of that person’s progress through the workflow.
Understanding the Participant View
The participant view shows:
Overall Progress
The progress card shows how many workflow steps have been completed.
For example:
0 / 3 completed means the participant has three workflow steps and none have been completed yet.
Participation Details
This section shows key information about the workflow run, including:
Added on — when the participant was added to the workflow
Added by — who added the participant
Last updated — when the workflow run was last updated
Workflow Groups
Each workflow group is shown separately.
A group may show:
The group name
Whether it has been triggered
When it was triggered
Who or what triggered it
For example, a group may be triggered manually by an admin or automatically by Worknice.
Workflow Steps
Inside each group, you’ll see the steps assigned to that participant.
Each step shows:
Step name
Step type, such as Paperwork or Task
Current status, such as In progress or Completed
This helps you quickly identify which actions are still outstanding.
When to Use This View
Use participant progress monitoring to:
Check whether onboarding steps have started
See which paperwork is still outstanding
Confirm tasks have been assigned
Identify stalled workflow runs
Follow up with the right person at the right time
You're All Done!
You can now monitor each participant’s progress through a workflow and track exactly what has been triggered, completed, or is still in progress.
If you have any questions, please reach out to help@worknice.com or through the help section within Worknice.