Press the  icon on the left-hand side of your screen and select "List".


Name your List, and then click "Add & Open".


.Add Cards to a List

You can add Cards to a List from the List or from a search in the Project Library.


Add Cards from within the List:

Expand the toolbar by clicking the icon, then click the search card icon . This opens the sidebar search where you can search for Cards to add to your List.

You can search by typing any keywords, or you can filter the search by Category. Press the filter icon and choose a Category from the dropdown menu.



Add Cards to a List from your Project Library:

You can add Cards in bulk to a List from a search in your Project Library. 

Click the bookcase iconon the far left of your screen to access the Project Library.

1. Select the "Cards" tab. 

2. Open Advanced Search. 

3. Filter your search by Category, Fields, or enter a keyword.

Select a Card and the bulk action menu will open. 

You can either select the Cards individually, or click in the bulk action menu to select all Cards in your current search.

Click the "Add to List" icon in the bulk action menu. Select your List from the dropdown menu and click "Save".

The selected Cards are added to your List.


Add Columns to a List

List columns are fully customisable, which allows you to control what information from Cards will display on your List. Information across multiple Cards is visible at a glance, so you can easily compare information between Cards. You can edit Card fields directly on a List, avoiding duplication of your work.  

Add columns to your List by clicking the three dots on the top right.

Then select "Columns".

From here you can add, delete and edit existing columns. 


Click the + to create a new Column. 


You can choose from a variety of Column Types:

Field - Select Fields from your Cards to display on your List. If you update the Field on a List, it updates the Card. Note: you need to set up your Fields and link them to the relevant Card Category in order to edit them from the List. See What is a Field? for more information.


All the other column types are for information that will display on your List only, not on the Cards. 


Currency - a dollar value (you can edit the currency)

Date - a date selector

Number - a numerical value

Rich Text - for notes that will display only on your List

True / False - a checkbox 

Card - Allows you to display Card name and image on your List. You can choose between a small, medium or large profile image.

Time - a time selector


Click Save & Close when done.