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  • Workday Tips: Cleaning up your Inbox

  • Chandra Sandoval
    Headquarters

    Do you have a ton of tasks in your Workday inbox? Worried that you may miss a vital task? There is an easy way to prioritize your Workday inbox. Create filters!

    To create filters, go to your inbox. On the left hand side under Actions you will see a drop down menu labeling “Viewing.” Click on the drop down and select “Edit Filters.”

    Select “Create Inbox Filter.” Decide on what items you would like to be filtered. For example, if you want to view all applicants who are awaiting Interview notes you would label in the description, “Interviews.” Then select Business Process Type > Business Process Types in Inbox > Interview.  Leave tasks blank and do not select any conditions. Click OK. Repeat for each filter you would like to create!

    Your new options will be available in the drop down menu.

     

    If you have any Completed tasks in your Workday inbox that will not disappear, this may be the result of a Mutex Error. Please reach out to your Recruiter with a screenshot to help you resolve that issue.

    Do you find this tip helpful? How do you organize your work in Workday? If you have any tips, please feel to share them here!

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