Use Workflow Timeline Actions

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Last updated: Apr 20, 2026

Cancel or Reassign a Task or Workflow

At some point, you may want to either cancel or reassign a task or a workflow, for example, in the event that it is no longer needed or a mistake has been made.

Tip You can update the due date for all tasks in a workflow by navigating to the Timeline View () and selecting the Update Workflow Due Date from the Actions menu ().

Cancel a Task

  1. Within the document that is involved in the task, click the workflow name to open the task and workflow details.

    Image of step 1

  2. Click the Actions menu () on the task.

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  3. Select cancel task.

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  4. In the confirmation popup, click continue to cancel the task.

    Image of step 3

Cancel a Workflow

  1. Within the document that is involved in the workflow, click the workflow name to open the task and workflow details.

    Image of step 1

  2. Click the Actions menu () on the workflow.

    Image of step 2

  3. Select cancel task.

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  4. In the confirmation popup, click continue to cancel the workflow.

    Image of step 3

Reassign a Task

  1. Within the document that is involved in the task, click the workflow name to open the task and workflow details.

    Image of step 1

  2. Click the Actions menu () on the task.

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  3. Select reassign task.

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  4. In the popup, select a user to assign the task to.

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  5. Click continue to reassign the task.

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Reassign a Workflow

  1. Within the document that is involved in the task, click the workflow name to open the task and workflow details.

    Image of step 1

  2. Click the Actions menu () on the task.

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  3. Select replace workflow owner.

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  4. In the popup, select a user to assign as the workflow owner.

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  5. Click continue to reassign the workflow.

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View Workflow Participants

Document Workflows

To view all participants in a document workflow:

  1. Navigate to the document Timeline View.

  2. Select View Participants from the All Actions menu of the workflow action.

    Screenshot steps 1, 2

  3. The workflow participants are listed. Hover over a group or role to see eligible users.

  4. Click Close.

    Screenshot steps 3, 4

Object Workflows

To view all participants in an object workflow:

  1. Navigate to the Workflow Timeline.

  2. Select View Participants from the All Actions menu of the workflow action.

    Screenshot steps 1, 2

  3. The workflow participants are listed. Hover over a group or role to see eligible users.

  4. Click Close.

    Screenshot steps 3, 4