April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 12
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: 6
No, once a Plan has been closed, it cannot be re-opened....
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 9
No, you cannot add new Tasks to a Plan once it has been closed....
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 13
Yes, you can view archived plans by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 15
The Worklist remembers your ‘last used view’. If you were previously using the List View before logging out or switching features, the system will...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 8
Yes, you can organize Tasks by their deadlines by following these steps:...
Yes, you can view Tasks by their urgency by following these steps:...
You can quickly identify unassigned work by using the ‘Group By’ feature:...
While the Kanban View prioritizes critical task info, you can find full creation details by following these steps:...
This occurs based on the planned duration of the Tasks. If a Task has a ‘Planned Start Date‘ and ‘Planned Complete Date’ set as a range, it...
