Can I hide a ‘Plan’ from a ‘member’ in ‘Worklist’?

No, all ‘Members’ added to a ‘Worklist’ who have ‘Limited’ or ‘Full Access’ are able to view all ‘Plans’ and ‘Tasks’ within that ‘Worklist’.

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Last modified: April 17, 2026

Why do I see a visual preview of files only on some ‘Task cards’?

Are trails of every ‘Task’ available for audit or review purposes?

Can I change the ‘Status Category’ of a ‘Status’?

Can I change the color of a ‘Status’?

Can I make changes to a ‘Status’ name?

Can I check the ‘Status’ trail of a ‘Task’?