Can a Worklist be associated with a Collection, or Space?

Yes, a Worklist can be directly associated with a specific Collection or Space within your workspace. This feature allows you to create a dedicated task management system that is contextually linked to a particular project or set of files, keeping your tasks and content tightly organized.

How to Create a Worklist for a Specific Space or Collection

Follow these steps to create a Worklist that is associated with a specific organisational unit:

1. Open the Parent Unit: Open the specific Space or Collection from your workspace where you want the tasks to reside.
2. Access the Worklist Section: Click on the Worklist icon located below the Space or Collection name.

3. Initiate Creation: Click on the +Create Worklist button. This will open a creation pop-up window.
4. Define and Customise: In the pop-up, you will need to:
   • Name your associated Worklist.
   • Add existing or new members who will be working on the tasks.
   • Optionally add custom Task Statuses and Task Priorities beyond the default ones.
5. Finalise Creation: Click Create Worklist.

Worklist Visibility

The newly created Worklist will be visible in two locations:

• It will appear when you click on the Worklist icon from within that specific Space or Collection.
• It will also be visible under the main Worklist tab of your overall workspace.