April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 52
You can retrieve a direct link by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 66
Can I ‘Delete‘ multiple ‘Tasks‘ at once? Yes, you can bulk Delete Tasks by following these steps: Please note that this action is irreversible....
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 35
Yes, you can perform a bulk ‘Move‘ by following these steps:...
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: 65
Yes, you can transfer ‘Tasks’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 60
You can duplicate a ‘Task’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 21
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: 42
Yes, you can update the ‘Status’ through drag-and-drop by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 33
Yes, in the ‘Kanban View’, you can set dates by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 39
Yes, in the ‘Kanban View’, you can quickly add files by following these steps:...
