April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 8
When creating a ‘Worklist’ or editing a ‘Plan’, using ‘+Add New’ ‘Priority’ will place the new item at the end...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 10
No, all ‘Members’ added to a ‘Worklist’ who have ‘Limited’ or ‘Full Access’ are able to view all...
The default ‘Plan’ displayed is always the one you last worked on. To ensure a specific ‘Plan’ appears when you return, it must be the...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 7
Yes, you can rearrange ‘Plan’ chips on the header inside a ‘Worklist’ by following these steps:...
Yes, you can edit the name of a ‘Plan’ by double-clicking on the ‘Plan’ name and entering the new title....
Yes. Upon the creation of a ‘Worklist’, a default ‘Plan’ named ‘Plan 1’ is automatically generated. The structure of the...
The first ‘Plan’ in a ‘Worklist’ carries the ‘Status’ structure you choose during creation. By default, these are ‘To...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 9
To add a new ‘Plan’ to your management tool, follow these steps:...
You can Delete a ‘Worklist’ using either of these methods:...
April 17, 2026• Category: Feedbacks & Workflows • Worklists • Views: 6
You can quickly access ‘Tasks’ requiring action by following these steps:...
