video1.0<iframe src="https://www.loom.com/embed/e86fc3fd4ffc45fab12b26486badcd40" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/e86fc3fd4ffc45fab12b26486badcd40-f69d8d16f6f9de53.gif88.92This Loom explains how to review a draft workflow before starting it, focusing on payments, due dates, and task assignees. The last step, review workflow, shows every task that will be created, grouped by entity, obligation, and period. Each task begins with assignees from task settings, and you can change assignees by selecting the assignee’s cell, choosing a colleague or external advisor, and saving. Use the lock-tax indicator to confirm readiness, turn on Show Only Tasks with Missing Info to find tasks with missing assignment details, and start the workflow only when the message says you are good to go.