How-to Add Lists

  1. Click the Projects tab on the MyBar.
  2. On the Project Information Card of the Project you wish to add a List to, click on the Cogwheel icon, located at the bottom-right corner of the card.
  3. Select the List Manager from the Sections Bar.
  4. To create a new List, select the "Add New" button.
  5. Choose a "Name" and Key for your List, and complete "Description" field (optional) as required. Click the "Save" or "Save & Close" button to complete the List.
  6. To "Edit" your List, click the "List Items" icon, located to the top-right corner of the List tile.
  7. Next, select the "Edit" button, also located in the top-right corner. This action allows you to change the name or order of the List items, by clicking the position arrows up or down.
  8. Click the "Save" button to finalize your changes or the "Cancel" button to abort the changes.

 

If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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