Manage Lists

Overview

Manage lists includes duplicating and deleting lists.

Access & Permissions

Global Lists vs. Project Lists

There are global lists and project lists:

• Global lists are created for the whole account and can be assigned to multiple projects.
• Project lists are created in a project and cannot be used in other projects.

How to access

To access global lists:

1. Click Forms and Lists
2. Click Lists
   

   

To access project lists:

1. Click Projects
2. Select the project from the list
   

   

3. Click Lists
   

   

4. Then follow the instructions below like for global lists.

View and Filter Lists

To view a list:

1. Click on the list
   

   

Filters work in the same way as described in Filter Tickets.

The following filter criteria are available for the lists table:

• Added by default:

  • Creator
  • Created on
  • Is hierarchical

• Not added by default:

  • Title
  • List items count

Duplicate Lists

To duplicate a list:

1. Open the more menu next to the list you would like to duplicate
2. Click Copy list
   

   

Delete Lists

To delete a list:

1. Open the more menu next to the list you want to delete
2. Click Delete list
   

   

3. Click Delete to confirm