Use My worklists to create fully customized worklists tailored to your farm's needs. You choose which animals to include, based on status, task (such as reproduction or health check), assigned user, timing, or any other criteria. 

You can build a custom worklist using filters or by manually adding animals. All your custom worklists appear under My worklists on the Worklist dashboard. There is no limit to how many you can create. 

How to Create a Custom Worklist

1. On the Worklist dashboard, select the Add worklist. 
2. In the window that opens, enter the required information:
   1. Name: Enter a worklist description.
   2. Farm: Select the farm this worklist applies to (only one farm can be selected).
   3. Columns: Choose the columns you want to display. 
   4. Filters (optional): Apply one or more filters to automatically populate the list. 
      Tip

      Apply filters one at a time to better understand their effect. 

   5. Sort order (optional): Choose how to sort the custom worklist by default. The animals will appear in the order that you indicate here (optional).
   6. Include graphs (optional): Choose to show the health or reproduction graph. 
   7. Action buttons (optional): Create one or two Action Buttons.
   8. The Preview section on the right side of the screen shows the resulting custom worklist.

3. When finished, select Save in the upper-right corner.

Example

Worklist description Worklist settings Final worklist

With this worklist I want to:

• See all fresh animals with a recorded health issue during their transition period. 
• Mark these fresh animals so I can review and monitor the animals more closely during the current lactation.
• Easily identify these animals during future transition periods.

• To easily identify animals with transition issues in the future, I created a flag Had transition issue in the Settings app.
  
• Columns: I added all the columns that I am interested in seeing. I made sure to include Flags so I can see if the animal had a transition issue before. 
• Filters: I filter the animals on DIM to only show fresh cows, and on Start last health issue to only show animals that had a health issue during the transition period. 
• Sort order: I want the animals that show the largest decrease in activity at the top of the list. 
• Action button: I added the action button Add Flag: Had transition issue to assign the animals on the worklist this flag.

  
  

  Select the image to enlarge.

  

Select the image to enlarge.

Columns

• You can add as many columns as you want. If needed, you can include columns more than once. 
• Drag and drop columns to change their order. This will change the horizontal order in which the columns are displayed.
• The column options are the same as the filter options. See Overview of Filters and Columns.

Filters

• By default, the list shows all items unfiltered. When you apply one or more filters, the list content updates accordingly, and the label in the worklist settings changes from Not filtered to Filters.
• You can add as many filters as you want. If needed, you can include a filter more than once.
• Drag and drop sort options to set their priority. A lower number has higher priority.
• See Overview of Filters and Columns for an explanation of all the filter options.
• Use filter operators like '=' or 'contains'. See Overview of Filter Operators.

Action Buttons

• You can create two action buttons for a custom worklist. These are shown as icon 1 and icon 2 in your worklist. The name that you assign to the action button appears when you hover over the button in the worklist. 
• An action button can include 1 to 11 actions, each with 1 to 3 subactions.
• The order of the actions assigned to an action button is not relevant. However, contradicting actions cannot be used in one action button. For example, Delete animal cannot precede Change pen. 

Add Animals to a Custom Worklist

There are multiple ways to add animals to a custom worklist. Learn more: How to Add Animals to a Custom Worklist. 

Edit or Delete a Custom Worklist

You can always make changes to your custom worklists:

1. On the Worklist dashboard, select the three dots next to your custom worklist. 
2. Select Edit or Delete.