Create a list

Description:

This article covers creating a list and choosing which collaborators have access to it.

For information about templates, tags and status options see:

• Create a list from a template
• Assign & remove list tags
• Using custom status groups

Notes:

• Only Project Admins & Internal users are able to create new Lists.
• If you are an External or Read only user, you will only be able to access lists that have been made available to you.
• Collaboration is not available on Personal plans.

Contents:

This article covers:

1. Creating a list
2. Providing access to collaborators (Starter, Premium & Enterprise plans only)

Guide:

1. Creating a list

1.1. From the home screen go to Your project - see Create a project.

 

1.2. You will now be presented with the project overview screen. 

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1.3. a) Create a new list from the project overview screen using the shortcut.

1.3. b) Alternatively you can create a list by going into your project lists and tapping the Blue ⊕ button in the bottom right-hand corner of the screen.

 

1.4. Enter the details in the input fields under the Details heading. You must provide at least a Name for the list.

1.5. Tap the ✓ in the top right of your screen when you are done. Your new list will have been created and will only be available to you.

2. Providing access to collaborators (Starter, Premium & Enterprise plans only)

2.1 - 2.4 Please follow steps 1 - 4 above.

2.5. Using the checkboxes under the User access heading, select which users will be able to access this list and view the items within it.

2.6. Tap the ✓ in the top right of your screen when you are done. Your new list will have been created and will be available to you and anyone else who you have selected. Next, see Customise user permissions on each list (Premium & Enterprise plans only).