Can I rearrange the Statuses as per my process flow?

Category: Frequently Asked QuestionsWorklists Views: 37

Yes, you can change the order of your workflow steps by following these steps:...

Is it possible to add new ‘Statuses‘ in a ‘Plan’?

Category: Frequently Asked QuestionsWorklists Views: 43

Yes, you can add new ‘Statuses‘ to your workflow by following these steps:...

Can I rename a ‘Label’?

Category: Frequently Asked QuestionsWorklists Views: 35

Yes, you can update the name of a ‘Label’ by following these steps:...

Can I Delete a Label?

Category: Frequently Asked QuestionsWorklists Views: 24

Yes, you can remove a Label from your Plan by following these steps:...

Can I change the color of a Label?

Category: Frequently Asked QuestionsWorklists Views: 18

Yes, you can customize the color of a Label by following these steps:...

How many Priority levels can I add?

Category: Frequently Asked QuestionsWorklists Views: 25

You can add up to 10 Priority levels for each Plan within a Worklist....

Can I rename a Priority?

Category: Frequently Asked QuestionsWorklists Views: 17

Yes, you can rename a Priority by following these steps:...

Can I remove a Priority?

Category: Frequently Asked QuestionsWorklists Views: 18

Yes, you can remove a Priority from your Plan by following these steps:...

Can I change the color for ‘Priority’ flags?

Category: Frequently Asked QuestionsWorklists Views: 21

Yes, you can customize ‘Priority’ colors by following these steps:...

I applied Mandatory Field settings in a ‘Plan’, but ‘Tasks’ still have those fields missing.

Category: Frequently Asked QuestionsWorklists Views: 24

Mandatory Field settings apply only to ‘Tasks’ created after the settings were enabled. For ‘Tasks’ created prior to the change, the...

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