startWorkflow Task Permissions
How To

Workflow Task Permissions

CCH Workflow
Last update: Reading time 3 minutes
PermissionsWorkflow Tasks

    ​To control who can access or edit areas of the workflow system, Task Permissions have been created for CCH Workflow.

    Select File > Maintenance > Security > Task Permissions, from the Product drop down menu select Workflow:

    clipboard_eb3d05902910a39abb848d02cac52581e.png

    Below is a list of the individual task permissions and an explanation of their role:

    Group Description

    Sub Category

    Role

    Client

    Workflow Homepage Tab

    Allows access to the Clients’ Workflow Tab.
    Contact Workflow Homepage Tab Allows access to the Contacts’ Workflow Tab

    Custom Reference Dates

    Can Add

    Allows the  adding of new custom reference dates

    Can Edit

    Provides the ability to edit an existing custom reference dates

    Date Rules

    Can Add

    Provides the ability to create new date rules

    Can Edit

    Provides the ability to edit existing date rules

    Homepage

    Can Add Edit Comments

    Provides the ability to edit comments in the Workflows Homepage

    Can Create AdHoc Tasks

    Provides the ability to create AdHoc tasks from a task assigned yourself
    Can edit Deadline Date Provides the ability to edit the deadline date on the homepage

    Cancel Workflow

    Provides the ability to cancel selected workflows from the Workflows Homepage

    Maintenance

    Custom Reference Dates

    Provides the ability to access the Custom Reference Dates from File> Maintenance > Central Workflow menu

    Date Rules

    Provides the ability to access the Date Rules from File> Maintenance > Central Workflow menu
    Notifications

    Provides the ability to access the Notifications from File> Maintenance > Central Workflow menu
    Resume blocked Instances Provides the ability to view and manually resume blocked workflow instances from File> Maintenance > Central Workflow menu

    Standard Workflows

    Provides the ability to access the Standard Workflows from File> Maintenance > Central Workflow menu

    Workflow Designer

    Provides the ability to access the Workflow designer from File> Maintenance > Central Workflow menu
    Workflow Management Console

    Provides the ability to access the Workflow Management Console screen from File> Maintenance> Central Workflow menu
    Reporting

    ClientId

    The clients id used within the database

    Comment

    Displays the comments entered on steps

    Completion Date

    The date the workflow was completed

    Due Date

    The date the workflow is due

    Is Milestone

    Displays if the step was set as a milestone

    Step Name

    Displays the step name

    Step Status

    Displays step status, In Progress, Not Started, Completed

    Step Type

    Displays  the step type; i.e Central Task

    Workflow Name

    Displays the workflow used

    Workflow Status

    Displays workflow status, Active, Cancelled, Completed and Terminated

    Workflow Subject

    Displays subject, i.e Client/Contact, Document Management, Accounts Production etc

    Smart Reports

    Tax Return Next Steps

    Provides the ability to create smart reports including data on the Next steps due for the tax return (CCH Tax Workflow only)

    Tax Return Steps

    Provides the ability to create smart reports including data on the current tax return workflow step (CCH Tax Workflow only)

    Workflow Designer is a separate chargeable module

    Workflow Designer

    Can Create

    Provides the ability to create new workflow templates in the Workflow designer

    Can Delete

    Provides the ability to access Workflow templates in the Workflow Designer and delete tasks

    Can Edit

    Provides the ability to access Workflow templates in the Workflow Designer and edit tasks

    Can open from File

    Provides the ability to open Workflow XAML files in the Workflow Designer

    Related documents

    CCH Workflow 2025.3: Release Notes
    The document provides release notes for CCH Workflow version 2025.3, highlighting installation prerequisites through the Central Suite Installer and introducing a new configuration key, Wf_DocumentExtraFields, which enables the merging of document extra fields. Firms wishing to disable this feature can adjust the key value. It includes legal disclaimers regarding accuracy and confidentiality, as well as trademark information. The content is proprietary to Wolters Kluwer (UK) Limited and is not to be reproduced without permission.
    VAT Workflow : Quick Start Guide
    This document serves as a comprehensive guide for managing VAT returns using the CCH Central Workflow system. It details the steps for creating a customized VAT workflow by saving the standard workflow as a practice-specific version, updating assignment responsibilities, and setting up VAT assignments and jobs. The guide covers the process for adding workflows to clients, customizing the homepage for workflow management, and tracking tasks within the workflow system. Additionally, it highlights automation features for task assignment and periodic workflow creation with links to further resources for detailed instructions.
    Progressing the tasks
    This document outlines the process for managing workflow tasks. Users can complete tasks via the Tasks homepage by selecting their names and using the ribbon bar for options like "Mark as complete." Multiple simple tasks can be completed in bulk. Tasks can also be reassigned to different employees, or specific employees can be selected for subsequent workflow steps. The document includes images to illustrate these procedures.
    Progressing workflows
    This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
    Introduction to the Workflow homepage control
    The document provides an overview of the Workflow homepage control, detailing its functionality for monitoring workflow progression. It covers how to customize the interface, select workflows, and change view options, including due dates and employee views. The document also highlights the use of the "Field Chooser" for adding relevant columns, adjusting totals displayed for workflow steps, adding or editing comments, and applying filters to streamline the displayed workflows. Visual aids and step-by-step instructions complement the descriptions for ease of use.