Board View

This is the default view of Workflow. This is a kanban-style view where returns are organized by preparation stage.

List View

Click list to change to a grid format with rows and columns instead of cards. You can click column headers to sort, apply filters, and search to locate returns.

Custom Views

To set up a custom view, follow these steps: 

1. Click the My Default button beside the Board and List buttons.

   
   

2. On the Switch Workflow View window, click Create Custom View.

   

3. Enter a View name (required).

4. Choose a Default surface, either Board or List.

5. Choose Filters (optional).

6. Select options in the Data shown in cards & columns section.

   • If you want to use the List format, select columns to add to your list and rearrange the order.

   • If you plan to use the Board format, mark the boxes to enable fields, as needed. You cannot rearrange the board order.

7. Click Save view.

Admin View

For admin users, you can toggle to an Admin view of the Workflow board or list. This shows information for all preparers. To access this, click on My Default (or what you named your default custom view) and choose Admin under Default Views.

Search

Enter a client’s name in the Search box to quickly find them on the board or list.

Filter

Click Filters to narrow the client list by selecting one or more of the following:

• Client Type

• Stage

• Status

• Due Date

• Assigned

• Payment Status

Toggle the Needs Outreach on or off to focus on items needing more immediate attention. The outreach list is populated if the return has a red status or a red outline (triggers for each color are discussed in Drake Workflow - Stages, Status Types, and Colors).