April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 12
Yes, you can set the ‘Priority’ directly from the view by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 9
Yes, you can use the quick-assign feature by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 8
These symbols represent the ‘Status Category’ associated with each ‘Status’:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 10
Yes, you can create a ‘Task’ for a different ‘Worklist’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 11
Yes, you can manually reorder ‘Tasks’ in the ‘Kanban View’ or ‘List View’ by clicking and dragging the ‘Task...
You can quickly create a ‘Task’ in the ‘Kanban View’ by following these steps:...
No, these options are not available in the Calendar View. The ‘Sort By’ and ‘Group By’ functions work exclusively in the Kanban View...
By default, Tasks assigned to you that have been moved to the ‘Completed’ Status Category are excluded from this view. To see them, follow these...
Yes. Although Tasks in Closed Plans remain in a ‘Completed’ Status Category, you can select these Tasks and Move them to any ‘Open’...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 6
No, once a Plan has been closed, it cannot be re-opened....
