Using Lists

Select Lists from the  (Project Menu) to access the Open and Completed Lists.

How do I create a new List?

1. Select the  icon at the upper right of the window.

2. The Add List page will be displayed where you can create your List and select who can view it.

3. Click the  button at the bottom of the page once you have filled out the fields.

4. Optional: Select the + icon to the right of the Email Recipients header. An Add Email Recipients window will be displayed.

1. Select the Add Group or Add Contact check boxes next to the Group and/or team members that you may want to send the List to, followed by Save Information.

How do I edit a List or control who can see it?

1. Once inside the List, click the  button.

2. The Edit List page will be displayed where you can edit your Title, Type, and select who can view it.

3. Click the  button at the bottom of the page once you are done.

How do I Add an item to a List?

1. Click the  icon to the right of the Open Items header.

2. The Add Item page will be displayed where you can create an item and assign it to someone.

3. Click the  button at the bottom of the page once you are done.

How do I Complete an item assigned to me?

1. Click the  icon in the far right column of the item you are completing.

2. The Item will automatically be moved to Completed Items.

3. Note: The List Manager is able to move an item back to Open again via the "edit" link on that Item.

How do I Complete an entire List?

1. Once all Items have been Completed the List will automatically move to Completed.

How do I E-mail a List?

1. Click the "Send E-mail" link and then enter a Subject and Body text.

2. The PDF of the List will automatically be attached to the e-mail as well as a link to the List.

3. Note: You must first have click Create PDF and add people to the E-mail Recipients list.