April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 31
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: 73
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: 39
Yes, you can set a custom ‘Task’ prefix by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 40
Yes, you can view the activity for a specific ‘Plan’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 67
Yes, you can close a ‘Plan’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 34
When creating a ‘Worklist’ or editing a ‘Plan’, using ‘+Add New’ ‘Priority’ will place the new item at the end...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 29
No, all ‘Members’ added to a ‘Worklist’ who have ‘Limited’ or ‘Full Access’ are able to view all...
The default ‘Plan’ displayed is always the one you last worked on. To ensure a specific ‘Plan’ appears when you return, it must be the...
Yes, you can rearrange ‘Plan’ chips on the header inside a ‘Worklist’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 48
Yes, you can edit the name of a ‘Plan’ by double-clicking on the ‘Plan’ name and entering the new title....
