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Workflow options in the SkyVault sidebar

Start workflows using the SkyVault sidebar.

  1. Go to the SkyVault Client tab on the Outlook toolbar and click Show Sidebar.

    This option displays a new window on the right side of the screen, called SkyVault Outlook Client.

  2. Click the Workflow tab:
    1. Use the option list to filter by My initiated workflows or My tasks.

      You can start and view workflows from the SkyVault sidebar, following rules that are set in SkyVault Share.

      Upcoming appointments and tasks are shown in the left panel.