Creating a List

Lists are created per group by group Owners and group Members.

To create a new list:

1. In the My Desktop area select the List tab and click New List.

2. Choose what type of information you want to include in your list, for example, personal tasks, bugs, claims, etc. You can select several types of information by pressing and holding the CTRL or SHIFT key.

Choosing data for your list

3. Choose one or more applications that will serve as a data source for the list.

Choosing apps as a data source for your list

4. Click Next > to pass to the list configuration page.

5. Add the columns you want to be added to the list by dragging them from the Available Fields area to the Add Columns area.

6. Alternatively, you can configure the sort order and set column grouping by dragging and dropping them to the respective areas.

Choosing columns, sort order, and grouping

7. Create a filter for the list: drag and drop the columns you want to be filtered in the Edit filter criteria area, and set a filtering parameter. You can use logical operators in your filter, for example, “AND” and “OR”.

8. Click Save.

9. Specify a destination for the list (you may select between different groups you have access to and your personal space “My Desktop”), give a name to your list. Alternatively, you can add the list to favorites or share the list between other users by selecting the Make Public checkbox.

Attachments
There are no attachments for this article.
Feedback
Security Code
Related Articles
Data retention policy for Comindware Tracker
Viewed 80 times since Wed, Dec 5, 2018

General rules
Viewed 80 times since Wed, Dec 5, 2018

Reporting
Viewed 78 times since Wed, Dec 5, 2018

Software Service Agreement
Viewed 82 times since Wed, Dec 5, 2018

Step 5: Configure Application: Set Up Fields
Viewed 76 times since Wed, Dec 5, 2018

How To Create a Workflow: Quick Start
Viewed 148 times since Wed, Dec 5, 2018

Entering Product Keys And Activating The Product
Viewed 130 times since Wed, Dec 5, 2018

Adding a Comment
Viewed 85 times since Wed, Dec 5, 2018

Setting Up Personal Notifications
Viewed 123 times since Wed, Dec 5, 2018

Connecting To Active Directory
Viewed 204 times since Wed, Dec 5, 2018