April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 53
Yes, you can create a ‘Task’ for a different ‘Worklist’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 51
Yes, you can manually reorder ‘Tasks’ in the ‘Kanban View’ or ‘List View’ by clicking and dragging the ‘Task...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 42
You can quickly create a ‘Task’ in the ‘Kanban View’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 43
No, these options are not available in the Calendar View. The ‘Sort By’ and ‘Group By’ functions work exclusively in the Kanban View...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 71
By default, Tasks assigned to you that have been moved to the ‘Completed’ Status Category are excluded from this view. To see them, follow these...
Yes. Although Tasks in Closed Plans remain in a ‘Completed’ Status Category, you can select these Tasks and Move them to any ‘Open’...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 68
No, once a Plan has been closed, it cannot be re-opened....
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 46
No, you cannot add new Tasks to a Plan once it has been closed....
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 64
Yes, you can view archived plans by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 54
The Worklist remembers your ‘last used view’. If you were previously using the List View before logging out or switching features, the system will...
