Inbox Filters

Tags workday

Quick Reference Guide

Objective or Task

Create, apply, and manage Inbox filters to organize Workday Inbox items.

Instructions

Create an Inbox Filter

  1. Open Workday.
  2. Enter Create Inbox Filter in the search bar.
  3. Enter a Description for the filter.
  4. Select whether the filter applies to all business processes or specific business process types.
  5. Use the Tasks field to select specific tasks or leave it blank to include all tasks.
  6. Use the Conditions table to define filter criteria.
  7. Select the Add icon to add a condition.
  8. Define the condition fields required for the filter.
  9. Select OK to save the filter.

Apply an Inbox Filter

  1. Open your Workday Inbox.
  2. Select the Viewing drop‑down menu.
  3. Select the Inbox filter you want to use.

Edit an Inbox Filter

  1. Open Workday.
  2. Enter My Inbox Filters in the search bar.
  3. Locate the Inbox filter you want to edit.
  4. Open the filter’s related actions menu.
  5. Select Edit.
  6. Update the filter criteria.
  7. Select OK to save changes.

Outcome

Your Workday Inbox is filtered to display only the tasks and business processes that match your selected criteria, helping you manage Inbox items more efficiently.

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