April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 5
Yes, you can view the distribution of work via the Worklist Insights feature:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 4
Yes, you can access built-in reporting through Worklist Insights by following these steps:...
Yes, you can update the name of your Worklist by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 6
Yes, you can change the order of your workflow steps by following these steps:...
Yes, you can add new ‘Statuses‘ to your workflow by following these steps:...
Yes, you can update the name of a ‘Label’ by following these steps:...
Yes, you can remove a Label from your Plan by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 3
Yes, you can customize the color of a Label by following these steps:...
You can add up to 10 Priority levels for each Plan within a Worklist....
Yes, you can rename a Priority by following these steps:...
