Sales Reps – Using Your Worklist

Edelweiss provides you with many ways to stay organized Your Worklist is one tool that we highly recommend taking advantage of. This is a tool that simply allows you to place catalogs or collections with which you’re working all in the same spot—on the Worklist tab of the Catalogs page.

You can quickly add a catalog to your Worklist while viewing that catalog by selecting the Add to Worklist option from the left-hand sidebar:

If you are viewing a list of catalogs, such as on the Catalogs page, you can add catalogs to your Worklist by selecting the Star icon.

Once you’re finished working with a catalog, simply click that Star icon again to remove it from your Worklist.

A suggested workflow is to decide which catalogs you’re going to work in soon, add them to your Worklist, complete and share your markups, and once finished, remove that catalog from your Worklist. This simply allows you to keep all your work together in one easy to find “folder,” so to speak.

Once you’ve added catalogs to your Worklist, you can also add a widget to your homepage that lists everything on your Worklist.

Note that you can change the order of the catalogs that appear in your Worklist widget. Click here as shown below…

…and drag and drop catalogs to your desired spot. Remember to Save!