Action Items: Save Custom List

Save Custom List lets you build a personal queue of action items from the My Action Items and All Action Items tables, then work through that queue one item at a time in the Action Center panel. Use it to focus on a specific set of invoices, violations, or other action items without losing your place.

Important: Save Custom List only queues the action items you select with the row checkbox. It ignores the table's current filter, search, sort order, and visible rows, so selecting items is the only way to control what goes into your queue.

Contents

• How Save Custom List Works
• Build and Open a Custom List
• Work Through Your Queue
  • Skip an Item
• When No Items Are Selected
• FAQ

How Save Custom List Works

Save Custom List turns the action items you select into a personal working queue, separate from the default My Action Items or All Action Items list. After you click Save Custom List, Vantaca opens the Action Center panel and loads the first item from your queue.

Note: The Action Center panel header shows Current Item - Custom while you're working a custom list. If it shows Current Item - My Items instead, you're viewing the default queue, not a custom list.

Build and Open a Custom List

Follow these steps from either the My Action Items or All Action Items table.

1. Navigate to Action Items > My Action Items or Action Items > All Action Items.
2. (Optional) Filter or search the table to help you locate the items you want to work.
   Filtering only changes what you see. It doesn't change what Save Custom List queues.
3. Select the checkbox beside each action item you want to add to your queue.
4. Click Save Custom List.
   The Action Center panel opens with the first item in your queue loaded, and the panel header shows Current Item - Custom.

Note: Clicking Save Custom List replaces any custom list you built previously. It doesn't add new selections to an existing custom list.

Work Through Your Queue

After you update or step the action item loaded in the Action Center panel, Vantaca automatically advances to the next item in your custom list, not the next row in the table. Continue stepping or updating items to move through your entire queue.

Note: Vantaca controls the order items load in. It isn't guaranteed to match the order you selected the checkboxes.

Skip an Item

If you aren't ready to work an item yet, click the Menu icon on the Action Center panel and select Skip. Skipping an item:

• Advances the queue to the next item without removing the skipped item from your custom list.
• Returns the skipped item to the queue after you work through the rest of the items in the list.
• Removes your assignment from the skipped item if it was assigned to you, freeing it up for another user to pick up.

When No Items Are Selected

If you click Save Custom List without selecting any items, your custom queue is empty. Vantaca falls back to your default My Action Items queue and opens the single highest-priority item from that queue instead, based on due date and follow-up date rather than the table's current filter or the rows on your screen. This is why clicking Save Custom List with nothing selected can open an item you don't recognize, such as an invoice in an unrelated category.

Tip: Check the Action Center panel header before you start working. If it shows Current Item - My Items instead of Current Item - Custom, select your items and click Save Custom List again.

FAQ

Q: Why did Save Custom List open an action item that wasn't on my screen?

A: Save Custom List only queues items you select with the row checkbox. If no items were selected, or your custom list has already been fully worked through, Vantaca falls back to your default queue and opens the next item based on due and follow-up dates, not what's currently filtered or visible on the table.

Q: Can I control the order my custom list loads in?

A: No. Vantaca determines the load order. It isn't based on the order you selected the checkboxes.

Q: Does skipping an item remove it from my custom list?

A: No. Skipping sets the item aside and moves you to the next item in the queue. After you work through the rest of the list, Vantaca returns the skipped item to the queue.

Q: Does Save Custom List work the same way on My Action Items and All Action Items?

A: Yes. Both tables offer the same Save Custom List button and build the queue the same way, from the items you select with the row checkbox.

For more information about the My Action Items and All Action Items tables, see the "My Messages, My Action Items, and All Action Items" article.