Navigating Workspace

Different items in the Workspace user interface are displayed depending on the process and task that you are working on. You may or may not see the Forms, Task Details, History, Attachments, or Status tabs, or all the buttons that are described in this Help.

You can navigate the main Workspace user interface by using any of the following methods:

  • Click the items in the top navigation bar to access the preferences, session messages, and help, as well as to log out.

  • Click the Start Process, To Do, or Tracking tab to access the three main working areas.

  • On the Start Process and To Do tabs, click the List or Card buttons in the upper-right corner of the working area to switch between a list or card view.

  • On the Start Process, To Do, and Tracking tabs, click the items on the list in the left panel to access favorites, process categories, search templates, drafts, or assigned tasks. Click the Up Arrow  and Down Arrow  buttons to see additional items in the list.

  • When the process designer enables the Approval Container (Deprecated) user interface in Workspace, Document and Ownership buttons appear at the bottom of the page. When you select Document, you see the actions that the process designer specified, such as Approve or Reject. When you select Ownership, you see actions like Lock, Forward, Consult, and Share, depending on whether the process designer enables them as access control lists (ACLs). You can also view instructions, status, comments, and add attachments.

  • On the Task Details tab, click the buttons in the navigation bar at the bottom of the page to forward the task to another user, share the task with another user, consult on the task with another user, or lock the task.

  • On the History tab, select a task to display the Attachments and Assignments tabs for that task.

  • Click the logo in the upper-left corner of the screen to return to the Welcome page. By default, this logo is the LiveCycle logo, but your organization may have replaced it with its own.

  • Use the tab key, arrow keys, and spacebar to navigate through Workspace without using a mouse.

Note: Clicking the web browser Back button takes you out of Workspace. To return to a previous view, use the navigation methods within Workspace.

// Ethnio survey code removed