April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 19
This occurs when the ‘Plan’ has ‘Mandatory Field Settings’ enabled. Quick-create is automatically disabled when specific fields are...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 35
Yes, you can update the ‘Status’ through drag-and-drop by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 30
Yes, in the ‘Kanban View’, you can set dates by following these steps:...
Yes, in the ‘Kanban View’, you can quickly add files by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 57
Yes, you can set the ‘Priority’ directly from the view by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 32
Yes, you can use the quick-assign feature by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 49
These symbols represent the ‘Status Category’ associated with each ‘Status’:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 39
Yes, you can create a ‘Task’ for a different ‘Worklist’ by following these steps:...
Yes, you can manually reorder ‘Tasks’ in the ‘Kanban View’ or ‘List View’ by clicking and dragging the ‘Task...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 25
You can quickly create a ‘Task’ in the ‘Kanban View’ by following these steps:...
