April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 37
Yes, you can create a ‘Task’ for a different ‘Worklist’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 26
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: 22
You can quickly create a ‘Task’ in the ‘Kanban View’ by following these steps:...
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: 29
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...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 33
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: 36
No, once a Plan has been closed, it cannot be re-opened....
No, you cannot add new Tasks to a Plan once it has been closed....
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 28
Yes, you can view archived plans by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 43
The Worklist remembers your ‘last used view’. If you were previously using the List View before logging out or switching features, the system will...
