Edit a Custom Worklist

Modified on Wed, 30 Sep at 3:08 PM

Edit a custom worklist to change its name, columns, sort order, filters, graphs or action buttons.


  1. On the Worklist dashboard, open the custom worklist.

  2. Select the three dots in the upper-right corner.

  3. Select Edit.

  4. Make the changes in the setup. Select Next to move through the tabs.

  5. Select Save in the bottom-right corner.


Note

A worklist that uses filters does not update in real time. Update the worklist manually before using it to see the latest data.

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