Report - Worklists

What is the Worklists report?

The Worklists report provides an overview of all cards included in worklists created by users, enabling the identification of both the cards included in a given worklist and the worklist to which a specific card belongs. The report is structured into two distinct tables:

• Active worklists: lists all cards currently on the kanban board that belong to a worklist. A worklist is considered active if at least one of its cards is still present on the kanban board. Each license has visibility on the worklists created within its own license, as well as on those created by partners that include shared kanban loops.

• Worklist history: lists all cards associated with active and inactive worklists (cards that are no longer present on the board) for which the license has visibility.

• Worklist Overview: lists worklists in an aggregated view, where each row corresponds to a single worklist. For each worklist, the following information is displayed: the total number of cards, the number of cards not currently on the board, the number of cards by status, the Reference, the Last edit user, and the Creation time. This view provides users with clear, real-time visibility of all created worklists, enabling efficient management even when handling a high volume. It also supports a fixed rotation sequence for worklist processing, enabling users to quickly identify the most recently handled worklist and seamlessly move on to the next one. Clicking on the Worklist details icon opens the Worklist Summary, where all active cards belonging to that worklist are displayed.

By default, tables are filtered by Creation time and display worklists created in the last month. Users can modify this filter to expand or narrow the selected time range.

All the tables can be filtered using additional fields, and the displayed data can be exported by clicking the Export data to Excel icon.