To Access the Supervisor Dashboard, click the waffle/grid icon in the top right corner of the CRM and select “Supervisor Dashboard”:
In the Supervisor Dashboard, load the appropriate workflow for the accounts needing to be reassigned
Using the Assignment Type drop for the workflow being viewed, select the name of the user whose accounts would like to be viewed and click “Run Report”
If desired, use the “status type” dropdown to select any/all specific statuses that would like to be viewed
The "Data View" below should now be showing all of the accounts assigned to that person in a specific status/statuses if selected
In the dropdowns above, we can also filter the results down to show what is/is not currently showing in the users workflow list.
This video below is an example of selecting/adjusting the "Active in Workflow List" drop down