Work with lists

Open a page of an item from a list

If you open more than one item from a list, pages of each item (for example a case, document, or contact) will open in a new tab. This makes navigation easier and gives you a quick overview of each opened item.

  1. Open a list that contains the item whose detail page you want to open.
  2. Double-click the item. Its page will open in a new tab.

Export a list to Excel

You can export any list from WorkZone to Excel and have all information about the items of this list automatically inserted into an Excel document.

Note:

You can edit the exported Excel document (for example, to create a report) in the same way as you would edit any other Excel spreadsheet. However, any changes that you make in the Excel spreadsheet will not be saved in WorkZone.
  1. Open a list that you want to export to Excel.
  2. Click Export to Excel. The selected list will be downloaded as an Excel document.
    • The first time you export a list from WorkZone to Microsoft Excel, you must set up your Excel connection.