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.