Creating a Worklist

Two buttons at the bottom of the Worklist Selector start the creation flow: Create User Worklist and Create Role Worklist. This article covers both. Once a worklist exists, its columns, filters, sorting, and name work the same way regardless of how it was created — see Customizing a Worklist for those mechanics, including how to modify an existing worklist of either type.

Note: A User Worklist is personal to you — a private queue tied to your login. A Role Worklist is shared by everyone assigned to a given role in your organization, with the same columns, filters, and sorting for the whole team. See Worklist Overview: User Worklists vs. Role Worklists for the full distinction.

Before you begin

• Creating a User Worklist requires the Manage My Worklist permission, on by default for most users. See Worklist Overview: Permissions and access.
• Creating a Role Worklist requires the Manage Role Worklist permission, off by default. See Worklist Overview: Permissions and access.

Create a User Worklist

1. Click Create User Worklist at the bottom of the Worklist Selector to open the New Worklist panel.

   

2. Fill in the two fields:

Field What to enter User Name Defaults to you, but can be changed to create the worklist for another user, if you have permission. Worklist Name Required. The name that will appear in the Selector.

3. Add and arrange columns on the Columns tab. This works exactly like any other worklist's — see Customizing a Worklist: Manage columns for the full procedure, and Table of Worklist Fields for the full list of fields you can add as a column.

   Note: The Filters and Sort tabs are disabled in this panel, the same as for a Role Worklist — filtering and sorting are set from the column headers on the worklist itself once it's loaded, not from here.

4. Click Save to create the worklist.

Expected result: The new User Worklist appears in the Worklist Selector.

Create a Role Worklist

1. From the Worklist Selector, click Create Role Worklist to open the New Role Worklist panel.
2. Fill in the three fields required before you can add columns:

Field What to enter Organization If your account spans more than one, choose the one this worklist belongs to. Role The role the worklist applies to. Role Worklist Name The name that will appear in the Selector.

3. Add and arrange columns on the Columns tab. This works exactly like any other worklist's — see Customizing a Worklist: Manage columns for the full procedure, and Table of Worklist Fields for the full list of fields you can add as a column.

   Note: The Filters and Sort tabs are disabled in this panel — as with User Worklists, filtering and sorting are set from the column headers on the worklist itself once it's loaded, not from here.

   Important: Save stays disabled until the worklist has at least one column.

4. Click Save to create the Role Worklist.

Expected result: The new Role Worklist appears in the Worklist Selector for everyone assigned to that role, and can be opened like any other worklist.

Related articles

• Worklist Overview — the Worklist Selector, User vs. Role Worklists, and permissions
• Customizing a Worklist — modifying an existing worklist, plus the full columns, filters, sort, rename, and save mechanics
• Table of Worklist Fields — the full list of fields available as worklist columns