Workday Tips & Tricks

Tips Tagged With: "Inbox"

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Inbox Tasks vs. Notifications

Workday sends you two types of messages about business processes: Inbox tasks and Notifications. Inbox tasks (found by clicking the mailbox icon in the top right corner of your screen) require action on your part. For example, items you must approve are sent to your Inbox. Notifications (found by clicking the bell icon in the top right corner of your screen) simply provide information and don't require action.

Use the Archive to Track Recent Tasks

The Archive tab in your Inbox shows your recently-performed tasks. Select a task, then click Process to view that task’s status, including competed steps and pending steps.

Inbox Items and Notifications in the Mobile App

Like the desktop version of Workday, the mobile app shows your Inbox items and Notifications. The only difference is that they’re at the bottom of the app screen instead of the top.

Refreshing Your Inbox

If you are using Workday when a new Inbox item arrives, it may not appear in your Inbox until you click the refresh button on your web browser.


Understanding Business Processes

The Inbox Archive is a powerful tool for helping you understand business processes and their current status in Workday. It shows you each step of every process you have initiated, which steps have been approved, and who approved them and when. See the Getting Started job aid for more about the Inbox Archive.