How can I visualize our monthly production roadmap?

Category: Frequently Asked QuestionsWorklists Views: 11

You can visualize your schedule by switching to the Calendar View:...

Where can I see a detailed report of all Plans?

Category: Frequently Asked QuestionsWorklists Views: 8

You can find a comprehensive overview of all Plans by following these steps:...

Is there a quick way to see my team’s work allocation?

Category: Frequently Asked QuestionsWorklists Views: 10

Yes, you can view the distribution of work via the Worklist Insights feature:...

Are there any in-built reports available in Worklists?

Category: Frequently Asked QuestionsWorklists Views: 8

Yes, you can access built-in reporting through Worklist Insights by following these steps:...

Can I rename my Worklist?

Category: Frequently Asked QuestionsWorklists Views: 10

Yes, you can update the name of your Worklist by following these steps:...

Can I rearrange the Statuses as per my process flow?

Category: Frequently Asked QuestionsWorklists Views: 11

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: 11

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

Can I rename a ‘Label’?

Category: Frequently Asked QuestionsWorklists Views: 8

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

Can I Delete a Label?

Category: Frequently Asked QuestionsWorklists Views: 9

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: 8

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

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