April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 3
Yes, you can remove a Priority from your Plan by following these steps:...
Yes, you can customize ‘Priority’ colors by following these steps:...
Mandatory Field settings apply only to ‘Tasks’ created after the settings were enabled. For ‘Tasks’ created prior to the change, the...
Settings are applied at the ‘Plan’ level and can only be modified for each individual ‘Plan’. However, for convenience, you can define...
April 17, 2026• Category: Worklists • Views: 3
Mandatory Fields are pre-applied settings that require a user to provide specific information before a ‘Task’ can be created. For example, if the...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 2
Yes, you can set a custom ‘Task’ prefix by following these steps:...
Yes, you can view the activity for a specific ‘Plan’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 1
Yes, you can close a ‘Plan’ by following these steps:...
When creating a ‘Worklist’ or editing a ‘Plan’, using ‘+Add New’ ‘Priority’ will place the new item at the end...
No, all ‘Members’ added to a ‘Worklist’ who have ‘Limited’ or ‘Full Access’ are able to view all...
