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Workflow Tasks

Learn about the Workflow feature to manage business processes through a series of predetermined steps or tasks.

Use the Reltio Inbox to efficiently view, manage, and work on the business tasks assigned to you and your team, so you can plan and coordinate user tasks, validations, reviews, and approvals for multiple records. Filter the Inbox to see only the tasks you're interested in. Create and assign workflow tasks, or take the required actions for a workflow task assigned to you. Looking for an easy way to review potential matches? Look no further than the Search view.

Associate variables with an entire workflow process or a specific step to include internal information in custom workflows. For each task displayed, choose to display the entities and their details in either a List (default) or Table view. For more information, see topic Switch between Table and List views.