April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 27
Yes, you can remove a Priority from your Plan by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 30
Yes, you can customize ‘Priority’ colors by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 35
Mandatory Field settings apply only to ‘Tasks’ created after the settings were enabled. For ‘Tasks’ created prior to the change, the...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 20
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: 41
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: 28
Yes, you can set a custom ‘Task’ prefix by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 22
Yes, you can view the activity for a specific ‘Plan’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 36
Yes, you can close a ‘Plan’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 19
When creating a ‘Worklist’ or editing a ‘Plan’, using ‘+Add New’ ‘Priority’ will place the new item at the end...
No, all ‘Members’ added to a ‘Worklist’ who have ‘Limited’ or ‘Full Access’ are able to view all...
