Working in List View

To see a summary of all your items and select which you want to see more details on.

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

List view gives you a summarised list of your Work items.

You can alter the items within your List by changing the Date Range Selector, Processes, Client Column or Filters.

You can order your items by Sorting your List and searching for specific items.

Work List Items summary view.

The Icons show you if the item is a Task or an XBert.

The Client Name is at the top of the item.

The Title of the Task or XBert is listed in large text below the name.

Selecting an item will open a detailed view with further details of the Task or XBert.


What's Next?


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