April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 41
Yes, in the ‘Kanban View’, you can set dates by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 48
Yes, in the ‘Kanban View’, you can quickly add files by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 66
Yes, you can set the ‘Priority’ directly from the view by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 47
Yes, you can use the quick-assign feature by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 69
These symbols represent the ‘Status Category’ associated with each ‘Status’:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 53
Yes, you can create a ‘Task’ for a different ‘Worklist’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 51
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: 42
You can quickly create a ‘Task’ in the ‘Kanban View’ by following these steps:...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 43
No, these options are not available in the Calendar View. The ‘Sort By’ and ‘Group By’ functions work exclusively in the Kanban View...
April 17, 2026• Category: Frequently Asked Questions • Worklists • Views: 71
By default, Tasks assigned to you that have been moved to the ‘Completed’ Status Category are excluded from this view. To see them, follow these...
