April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 2
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: 1
To add a new ‘Plan’ to your management tool, follow these steps:...
You can Delete a ‘Worklist’ using either of these methods:...
Yes, you can view work assigned to a specific member by following these steps:...
Yes, you can filter for your own work by following these steps:...
Yes, you can modify the details of a ‘Worklist’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 5
Yes, you can view the activity history of a ‘Worklist’ by following these steps:...
