April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 16
Yes. Upon the creation of a ‘Worklist’, a default ‘Plan’ named ‘Plan 1’ is automatically generated. The structure of the...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 23
The first ‘Plan’ in a ‘Worklist’ carries the ‘Status’ structure you choose during creation. By default, these are ‘To...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 24
To add a new ‘Plan’ to your management tool, follow these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 34
You can Delete a ‘Worklist’ using either of these methods:...
April 17, 2026• Category: Feedbacks & Workflows • Worklists • Views: 38
You can quickly access ‘Tasks’ requiring action by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 29
Yes, you can view work assigned to a specific member by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 30
Yes, you can filter for your own work by following these steps:...
Yes, you can modify the details of a ‘Worklist’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 26
Yes, you can view the activity history of a ‘Worklist’ by following these steps:...
March 11, 2026• Category: Feedback • Workflow • Views: 27
Starting a workflow for a Board moves all relevant content into a tracked review cycle. Similar to standalone files, the initiation of a Board workflow is...
