Modify Worklist Settings

 

1.   From the main screen of CollectMax, click the button.

2.   Select the worklist to be modified by clicking on it once.

3.   Click the button.

4.   Click on the setting you want to modify and make the changes.  See How to Create a Worklist for more of an explanation of the options.

5.   Once you have completed all the changes, click the button.

6.   Regenerate the worklist(s).


Note: If the changes you made to the worklist will move actions from one worklist to another, remember to not select Carry Over Open Actions if you want all open actions to be reassigned.