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Configuring Lists

About Lists

Lists are created to help users sort, filter and manage tasks and documents. Some lists, included in the product are preconfigured — some can be configured by administrators; — finally users can create their own unique lists themselves and even share them with other users. Lists are also used as a data source for building widgets. Lists... Read More

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 ... Read More

Default Lists

Comindware Tracker provides default lists to better organize your tasks and documents. Name Description Personal Tasks Displays all your personal tasks. My Team Active Tasks Displays active tasks assigned to your team members. My Completed Tasks Displays your completed tasks. All tasks I follow Displays tasks not assigne... Read More

Exporting To Microsoft Excel

You can export data in any list into a Microsoft Excel file. To export a list into a Microsoft Excel file: 1. In My Desktop, click on the List tab. 2. Select the list and click the Export to Excel button. An Excel file will be generated and downloaded to your computer (depending on your browser settings you will either have to select a lo... Read More

Filtering Items In a List

Filtering by column values You can filter items in a list by a particular column value. For example, you may display only tasks that have Medium priority. To filter items by column values in a list: 1. Hover the mouse cursor over a column header, and click on Filter by. 2. Select one or more values you want to filter items by. Showing t... Read More

Modifying List Settings

You can change list settings, such as filter criteria and grouping options, or you can create a new list based on the settings of an existing list. To modify an existing list: 1. Select a list in the Navigation pane. 2. Select the List tab, and click Edit. 3. Make changes to the list settings, such as filter criteria, number of colum... Read More

Organizing Favorites

Any list or dashboard can be marked as Favorite for quick access. Favorites are displayed at the top of the Navigation pane when you select the My Desktop workspace. The list that comes first in Favorites will be opened by default each time you open My Desktop. You can mark a list or dashboard as Favorite in one of the following ways: in the Navig... Read More