Edit a Custom Worklist

Modified on Thu, 14 Aug at 10:04 AM

You can update the settings of any custom worklist to change its name, columns, filters, sort order, or action buttons. 

  1. Go to the Worklist dashboard.
  2. Find the custom worklist you want to update.

  3. Select the three dots next to the worklist name.

  4. Select Edit.

  5. Make the desired changes in the setup window.

  6. Select Save in the upper-right corner.


Note

Editing a filtered worklist does not update its content in real time. Always refresh the list manually to ensure it's up to date before using it. 


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