Create a List

Written By OFFLIGHT - Jean

Last updated 3 months ago

You can create a list by clicking the Add list icon on the organizing page or the planning page.

Type 1 - Default List

  • By default, lists can be created simply by entering a title.

  • When creating a list with just a title, it will be created with the Auto task count option, which automatically calculates the progress.

    • For example, if there are 10 tasks in total and 3 are completed, the progress is calculated as 30%.

    • The calculated progress can be viewed as a pie chart on the left side of the list, and detailed information can be viewed by hovering the mouse over it.

Type 2 - Goal-Oriented List

  • When necessary, you can create a goal-oriented list by setting a period and target unit.

    • Entering the period: Enter the start date and end date in the Time period.

    • Entering the target unit: Click the default unit set to Auto, and select the desired target unit (Number, Percent, Currency), then enter the start value, target value, and current value.

    • When updating the goal, update the current value.

  • Updating the goal

    • You can update the goal value from the 'More options' that appear when hovering over the list.

      • Hover over the list and click the More options icon.

      • Click the Edit list menu.

      • Click the target unit and update the current value.

All articles in List management

  • Could not load article.

  • Could not load article.

  • Could not load article.

  • Could not load article.

  • Could not load article.

  • Could not load article.