Workgroup Lists

Open workgroup Lists section. If you don't see one, please make sure you have enabled Lists inside Actions > Edit Group > Features. Click Create New:



New List creation form consists of 3 main sections. Inside Settings section add list name, description, image and pay attention to the Enable Business Processes option - enable it in case you plan to run workflows based on this list:



Go to Titles section to edit elements & sections (actions with them) names:



Set access permissions to the List under Access section:



You can create several Lists under same workgroup. They will be available under Lists section of your workgroup:

To add new fields to the List go to Actions > Customize Fields:



At Fields Configuration page click Add Field:



Inside New Field form add field name & type. There are several list types available including list, file, date & time, link to employees, etc. Multiple option allows to assign more than one field value. Required specifies that this field must exist (be filled) when adding a list item.



In case you have chosen list field type -  a new tab will automatically appear. Please add list values there.



You can find all List fields at Fields Configuration page:

Use Add tab located above the List to add new elements or sections:



You can switch between Show & Hide Sections from Actions menu:

To configure list columns click on the Settings icon located in the left top corner of the list. Apply To All Users option allows to save list view preferences for all account users:



Filter & Search are located above the list. Use Add Field tab to add list filed to the filter. You can configure & save own filters or apply filter preferences to all account users as well.