Can I Delete a Label?

Category: Frequently Asked Questions • Worklists • Views: 57

Yes, you can remove a Label from your Plan by following these steps:...

Can I change the color of a Label?

Category: Frequently Asked Questions • Worklists • Views: 49

Yes, you can customize the color of a Label by following these steps:...

How many Priority levels can I add?

Category: Frequently Asked Questions • Worklists • Views: 57

You can add up to 10 Priority levels for each Plan within a Worklist....

Can I rename a Priority?

Category: Frequently Asked Questions • Worklists • Views: 36

Yes, you can rename a Priority by following these steps:...

Can I remove a Priority?

Category: Frequently Asked Questions • Worklists • Views: 50

Yes, you can remove a Priority from your Plan by following these steps:...

Can I change the color for ‘Priority’ flags?

Category: Frequently Asked Questions • Worklists • Views: 58

Yes, you can customize ‘Priority’ colors by following these steps:...

I applied Mandatory Field settings in a ‘Plan’, but ‘Tasks’ still have those fields missing.

Category: Frequently Asked Questions • Worklists • Views: 50

Mandatory Field settings apply only to ‘Tasks’ created after the settings were enabled. For ‘Tasks’ created prior to the change, the...

Are Mandatory Field settings set for the entire ‘Worklist’ or individual ‘Plans’?

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...

Can I assign a custom prefix to ‘Task’ IDs inside a ‘Plan’?

Category: Frequently Asked Questions • Worklists • Views: 39

Yes, you can set a custom ‘Task’ prefix by following these steps:...

Can I see the list of actions performed by ‘Members‘ inside a particular ‘Plan’ of a ‘Worklist’?

Category: Frequently Asked Questions • Worklists • Views: 40

Yes, you can view the activity for a specific ‘Plan’ by following these steps:...

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