April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 20
No, the ‘Move’ action relocates the original item. To keep a version in both places, you must first ‘Clone‘ the ‘Task‘ and then ‘Move‘...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 31
Yes, you can transfer ‘Tasks’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 44
You can duplicate a ‘Task’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 18
This occurs when the ‘Plan’ has ‘Mandatory Field Settings’ enabled. Quick-create is automatically disabled when specific fields are...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 34
Yes, you can update the ‘Status’ through drag-and-drop by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 24
Yes, in the ‘Kanban View’, you can set dates by following these steps:...
Yes, in the ‘Kanban View’, you can quickly add files by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 54
Yes, you can set the ‘Priority’ directly from the view by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 29
Yes, you can use the quick-assign feature by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 35
These symbols represent the ‘Status Category’ associated with each ‘Status’:...
