Assigning Workflow States to Lists
LENS Managers can assign workflow states to lists on the Voice Page:
💡 Identified
✨ In Progress
✔️ Completed
Why Use Workflow States?
Workflow states help with reporting and tracking progress
Cards moved to a Completed list are automatically assigned a completed date
Lists can be given any name and can be linked to one of the three workflow states
Steps to Assign a Workflow State
Navigate to the Voice Page:
Click the ⋮ three-dot menu on the list you want to update
Select "⚙️ Edit List Status"
Choose a workflow state (Identified, In Progress, or Completed)
Click Save
Looking for more support?
We’re here to help — email us at LENSsupport@safeandreliablecare.com or click the Help button on your LENS board.