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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.

Customizing a Worklist

This article covers personalizing how a worklist looks and behaves — which columns show, what filters and sort order apply, and renaming or saving your changes. It applies to both User Worklists and Role Worklists; the settings panel and its mechanics are identical for both. For creating a new worklist — User or Role — see Creating a Worklist. For setting a worklist as your default or deleting it, see Worklist Overview.

Table of Worklist Fields

This is the full reference list of fields available for worklist columns, filters, and sorting, organized by category below. Use it alongside Customizing a Worklist and Creating a Worklist when building or editing a worklist.