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  • ✨What's New in Enate
  • Latest Updates
    • Marketplace
      • Integration Changes - Release Notes
      • EnateAI IDP - Enhanced Invoice Field Detection
      • EnateAI AI Analyst - Iterate Prompt with AI
      • EnateAI - Document Classification
  • 2024.1
    • 2024.1 Changes Overview
      • New Feature: EnateAI - AI Analyst (Beta)
      • Improvements for Unhandled emails
        • New Feature: Unhandled Email Alert on Work Manager Homepage
        • New feature: Bulk Delete Unhandled Emails
        • New Feature: Create New Email Routes from the Unhandled Emails Page
        • New Feature to see Deleted Emails: Deletion Audit view
        • Enhancements to Unhandled Emails Filter
      • New Feature: Extension Properties
      • Email Processing Logic Changes
      • New Feature: Forecasting Feature for Cases
        • Estimated Effort Enhancements
        • Record Count Enhancements
      • New Feature: Sentiment Analysis Report
      • New Fields on Users, Customers and Contracts
      • New Feature: Creating a Work Item from an Existing Email
      • New Feature: Option for Client Privacy Policy On Login page
      • Email Signature Optimisation
      • New Feature: Content in Client Emails - 'Expression of Intent' Instructions
      • Other Changes/Enhancements
      • Release Notes
  • 2023.5
    • 2023.5 Changes Overview
      • Set Confidence Thresholds for your Integrations
      • Email Connector-level control over Email Integrations
      • Enhancements to Incoming Email Processing
        • Rules when setting up WildCard Routes
        • Wildcard Email Routes - Runtime Scenarios
      • New Feature: Binary Data Storage Options - 'Bring Your Own Bucket'
      • Enhanced Quickfind support for Internal References containing '.' decimal points
      • Release Notes
  • 2023.4
    • 2023.4 Changes Overview
      • New Feature: Approval Flows
      • New Integration: Auto-tagging email attachments
      • New Feature: Link Tags
      • EnateAI for IDP - Document Extraction
        • Document Extraction from AzureAI
      • New Integration: Document Data Extraction from Infrrd
      • Change to Homepage Grid Display Rules
      • New Feature: User Availability Insights
      • Enhancement: More Flexible Mandatory Data Fields
      • Enhancement: Further Advanced Search Capabilities
      • Enhancement: Highlight Expiring Schedules
      • New Feature: Original Requester Contact Tag
      • New Option for Email Processing
      • Release Notes
  • Changes Overview
    • Recent Changes
  • Older Versions
    • Changes Overview - Older Versions
      • 2023.3 Changes Overview
        • New Feature: User Roles
        • New Feature: Embedded Reports
        • New Integrations - EnateAI for Email
        • New Data Capture Options
        • Views Page Enhancements & New Export Views to Excel Feature
        • Password Policy & SSO Setup in Builder
        • Other Enhancements
        • Release Notes
      • 2023.2 Changes Overview
        • Move to Multi-Page Application
        • New Feature: Focus List
        • Better Work Item Tracking Data
        • New Marketplace Integrations
        • Ability to End a Case Early
        • Supporting Currencies
        • Custom Card Localisation Option
        • File & Link Deletion on Files Tab
        • Release Notes
      • 2023.1 Changes Overview
        • Conditionality Based on an Action's Checklist
        • Bypassing Peer Reviews
        • Ability to Merge Branches
        • Allocation Method Changes
        • Plus Addressing Improvement
        • Release Notes
      • 2022.6 Changes Overview
        • Improvements to Working Between Teams
        • New 'View All' Section on Email Inbox
        • Handling of unprocessed emails
          • Unprocessed Emails Further Specifics
        • Merging Ticket Improvements
        • Custom Card Improvements
        • Email Processing Logic Changes
          • Plus Addressing
        • Email Routes Page Adjustments
        • RPA & OCR Integrations Moved to Marketplace
        • Release Notes
      • 2022.5 Changes Overview
        • Converting a Ticket into a Case Improvements
        • Bulk Create Enhancements
        • Improved Linked Work Item Options
        • Richer Checklist information
        • CHANGE TO EMAIL CONNECTOR - Fallback Email Route
        • Other Builder Changes
        • Application Credentials
        • Preparations for Self Service
        • Release Notes
      • 2022.4 Changes Overview
        • New Email Views
        • Ability to write draft emails
        • Other Email Improvements
        • CHANGE IN BEHAVIOUR - automated Ticket acknowledgement
        • Send Automated Emails for Cases
        • Ability to Link Existing Work Items
        • Improvements to Linking Work Items
        • Contact Tag Enhancements
        • Work Reassigning Improvements
        • Enhancements to Views
        • Case Short Description Added to Actions
        • Daylight Saving for Triggers
        • Incoming Email Routing Improvement
        • Other Enhancements
        • Release Notes
      • 2022.3 Changes Overview
        • Notifications Improvements
        • Files Tab in Tickets, Actions & Cases
        • Time Tracker Card Improvements
        • Timeline Improvements
        • Auto-creating External Contacts
        • Other Work Manager Changes
        • Improvements to Contact Tags
        • Release Notes
      • 2022.2 Changes Overview
        • Work Manager Changes
          • Searching for Files in Quickfind
          • Deleting an Email Attachment
          • Updates to Ticket
          • New Homepage Grid Columns
          • Further Work Manager Changes
        • Builder Changes
          • 'Global' Agent option
          • Localisation Configuration Improvements
          • Graph API Mailbox Improvements
          • Option to exclude local checklist when cloning a Case
          • Further Builder Changes
          • Dashboarding Improvements
          • 'Per Connector' Email Deduplication Option
        • Release Notes
      • 2022.1 Changes Overview
        • Release Notes
      • 2021.2 Changes Overview
        • Working with Linked Work Items
        • Sharing Emails between Linked Work Items
        • Release Notes
      • 2021.1 Changes Overview
        • Work Manager
          • New Page - Contact Management
          • Scheduling Emails and Using the Outbox Page
          • Streamlining of States
            • Case State Specifics
            • Action State Specifics
            • Ticket State Specifics
          • Home Page Grid Improvements
          • Improvements to Views
          • Enhancements to the Start Case Feature
          • Peer Review Action Enhancements
          • 'Trigger External API' Action Improvements
          • 'Wait for Sub-Cases to Complete' Action Improvements
          • Improvements to 'ABBYY FlexiCapture' Actions
          • 'Send Email' and 'Send Email and Wait' Action Improvements
          • Converting a Ticket into a Case Improvements
          • Timeline Improvements
          • Further Work Manager Changes
        • Builder
          • Service Matrix Changes
          • New Case Configuration Features
          • New Ticket Configuration Features
          • New Screen - Service Line Information
            • Creating New Ticket Types in a Service Line
            • Creating New Case Types in a Service Line
            • Creating New Action Types in a Service Line
          • Using multiple Case process for a Single Trigger
          • User Groups & Permissions
            • Setting Permissions
            • Migration of Existing Permissions
          • Improvements to Editing Steps for a Case Type
          • Showing Deleted Items
          • Viewing Activity History
          • Viewing Cases Linked to a Schedule
          • Cloning Objects
          • Easier Adding of Ticket Categories
          • Easier Copying of Data
          • Adding New Contact Tags
          • Grouping Companies under a Parent Company
          • External Contact Scoping
          • Easier Viewing of Cases Linked to a Schedule
          • Further Builder Changes
        • Overview of Enate Online Help
        • Release Notes
      • 2020.1 Changes Overview
  • FURTHER INFO
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  1. Older Versions
  2. Changes Overview - Older Versions
  3. 2023.2 Changes Overview

New Feature: Focus List

PreviousMove to Multi-Page ApplicationNextBetter Work Item Tracking Data

Last updated 1 year ago

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In this new version of Enate, we've added a brand new feature to Work Manager that enables users to put together a list of work items that they want to concentrate on, in a dedicated Focus List. This can be used perhaps as part of a focused daily to-do list, or as a handy shortcut to get to the items you're needing quick access to. Watch this video to find out more:

You can add Tickets, Actions and Cases to the list, even ones which aren't assigned to you, up to a maximum of 50 items. You can get to your Focus List from anywhere in Work Manager by clicking on the Focus List icon in your header bar.

Clicking on an item in your list will take you directly to that work item, either in a new browser tab or in the existing view if you're set to open up links that way.

Adding Work Items to your Focus List

You can add items to your focus list in a few different ways:

  • Firstly, you can add them from within the Focus List itself by clicking on the plus icon and then searching for either the title or reference number of the work item you're looking for. Select which work item or items you want to add from the search result and click to add.

  • Another way is to click on the 'Add to Focus List' icon from within a Ticket, Action or Case.

  • And you also can also add items to the list from the homepage grid by selecting one or multiple items and then clicking the 'Add to Focus List' option that appears in the grid header.

Once they're added, work items can easily be arranged in your list, just drag and drop to relocate them.

Removal of Work Items from Focus List

If you're accessing a Ticket, Case or Action which is already in your Focus List, you'll be shown that with the ticked Focus list icon. You can click on that link again to remove it from your list, or, alternatively they can easily be removed from with the list itself - select one or more, click the remove link and then confirm.

One thing to note is that once a work item moves to a state of Resolved or Closed, it will automatically be removed from your focus list, freeing up space for other open items you want to focus on. However, users can still add items in either of these states into the Focus List if they want.

Allowing Opening of Work Items from Focus List

Additionally, when a user tries to open multiple links in new tab from the Focus List, occasionally they might not be able to and will instead be shown a pop-up stating that multiple tabs have been blocked from being opened. Users simply need to click to allow pop-ups and redirects from Enate.