Mar 15, 2022
Commonly used or referred to as a tickler, a workstream view can be imported by following these instructions.
If you'd like to create a custom view, review this CCH article. Knowledge Base Solution - How do I create a custom view in CCH Axcess Workstream?
- Open Workstream Projects
- In the Navigation Pane, right click the folder you'd like to import the view in, then click Import View
- Navigate to where the view is saved, select the view, and choose Open.
- Rename the view if necessary.
- Double click the view to open it.