List management

How to Create a List

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.

Reordering Lists

You can reorder the lists by clicking the display setting icon on the organizing page or the planning page.

• Click the display setting icon.
• Click Move lists.
• Adjust the order of the lists as desired.

Creating a Sub-List

If you need another classification within a list, you can create a sub-list.

• Hover over the list.
• Click the Add list button among the quick action icons.

If you want to make an already created list a sub-list of another list, you can adjust the order in display setting > Move list.

You can create service lists up to 1 depth.

Hiding Lists

You can hide lists you don't want to view by clicking the display setting icon on the organizing page or the planning page.

• Click the display setting icon.
• Uncheck the lists you want to hide.

Pinning Lists

You can pin a list to the task controller so that it is always visible.

• Hover over the list and click the More options icon.
• Click the Pin menu.

When a list is pinned, if a goal period is set, you can see how many days are left until the goal.

Pro Tip: Changing the Calendar Linked to a List

You can change the calendar linked to each list so that when you create a time block, it is directly registered in the desired calendar.

• Hover over the list and click the More options icon.
• Click Default calendar and set the desired calendar for registration.