Create a List

Create new Lists in your Workspace's Hierarchy.

Feature availability and limits vary by plan and user role. Learn more

Create a List

There are several ways to create a List.

From your Home Sidebar 

To create a List from your Home Sidebar:

  1. In your Global Navigation, click Home.
  2. In the Spaces section of your Home Sidebar, hover over a Space or Folder and click the plus icon. 
  3. Select List.
  4. Name and customize the List. You can update its statuses, use a template, or make it private.
  5. Click Create.

From the Spaces Sidebar

To create a List from the Spaces Sidebar:

  1. In your Global Navigation, click Spaces.
    • If you don't see the item in your Global Navigation, click More and select it.
    • To keep the item visible in your Global Navigation, pin it.
  2. In the Spaces Sidebar, hover over the Space or Folder that you want to create a List in.
  3. Click the plus icon and select List.
  4. Name and customize the List. You can update its statuses, use a template, or make it private.
  5. Click Create.

From the create button

You can create Lists from the create button in your Home or Spaces Sidebar:

  1. In your Global Navigation, select Home or Spaces.
  2. In the upper-right corner of the Sidebar, click the plus icon.
  3. Select List.
    Screenshot of the plus icon and List button.png
  4. Name and customize the List. You can add a description, set the location for your List, use a template, or make it private.
  5. Click Create.

From the location header breadcrumbs

To create a List from the location header:

  1. At the top, right-click the location name.
  2. Hover over Create new and select List.
  3. Name the List. You can also add a description and make the List private.
  4. Click Create.

From the location context menu in the location header

To create a List from the current location's context menu: 

  1. From the location header, right click on the current location.
  2. Click Create new.
  3. Select List.
  4. Name and customize the List. You can update its statuses, use a template, or make it private.
  5. Click Create.

Screenshot of the option to create a new List from the location header.