---
title: "Creating a Worklist"
slug: "creating-a-worklist"
updated: 2024-02-22T22:18:06Z
published: 2024-02-22T22:18:06Z
canonical: "docs.interprose.com/creating-a-worklist"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Worklist

This video will demonstrate creating a sample dispute worklist. Please review the detail below the video for the individual steps outlined in it.

[YouTube video player](https://www.youtube.com/embed/R_4Zfm1_cKM?si=VKbCgGlB-bvAE0vN)

### Creating a Dispute Worklist

In this video, we'll guide you through creating a worklist for managing disputes.

> [!NOTE]
> Note
> 
> Before creating a new worklist, assess specific needs and review existing configurations.

![null](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-02-22 170502.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A33%3A16Z&se=2026-10-31T15%3A33%3A16Z&sr=c&sp=r&sig=advWzs5RDZdziApjYEgT%2BDN1kTeKmqxva4p7IRS%2BiPs%3D)Image Displays Existing Worklists

### Configurations for Example Worklist

For our example Dispute Worklist: Set the Worklist type to User to assign a Dispute Agent. Choose Dynamic for the work order to organize accounts by Next Work Date for timely resolution. Enable the Exclusive setting to restrict dispute accounts to the Dispute list, preventing other agents from accessing them.

![null](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-02-22 170719.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A33%3A16Z&se=2026-10-31T15%3A33%3A16Z&sr=c&sp=r&sig=advWzs5RDZdziApjYEgT%2BDN1kTeKmqxva4p7IRS%2BiPs%3D)Image Displays Worklist Type, Work Order, and Exclusive Fields

### Steps to create your worklist

1. Go to Workflow → Worklists
2. Choose "New" and input essential details in the Information Section
3. Worklist Type: User
4. Worklist Order: Dynamic
5. Exclusive: Yes
6. Specify additional options like Work Required, Work Bundle, and Is Supervisor.
7. Click Apply

![null](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-02-22 171054.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A33%3A16Z&se=2026-10-31T15%3A33%3A16Z&sr=c&sp=r&sig=advWzs5RDZdziApjYEgT%2BDN1kTeKmqxva4p7IRS%2BiPs%3D)Image Displays Example Dispute Worklist

### Users Section

In the Users section, include users assigned to handle Dispute accounts.

### Additional sections

Complete the additional sections such as:

- Rules: Define specific rules.
- Build Options: Add accounts to the worklist.
- Sort Fields: Determine sorting criteria.

Click Save when completed.

For detailed explanations of worklist sections and fields, refer to the "[Worklist Sections and Fields](/v1/docs/worklist-sections-and-fields)" documentation.