Create and configure a List

Create a List when a project, process, client, team, or operating area needs a task area. A List should have a clear name, the right Collections location, and access settings that match who will use it.

Before you start

• You must be in the correct Space.
• You need create access in the target Collections location.
• List creation must be allowed by App Settings, plan availability, and usage limits.
• Updating List settings requires settings access.
• Private Lists require private access availability and sharing setup.

Create List Reference

Area	What it does	Notes
Collections Add menu	Starts List creation from the current location.	Use the folder where the List should live before choosing List.
Folder Add menu	Creates the List inside that folder.	This avoids creating the List at the top level by mistake.
List name	Identifies the task area in Collections, Search, breadcrumbs, and view headers.	Keep it short and specific.
List settings	Manages name, privacy, sharing, and related List behavior.	Disabled controls usually mean missing access or offline state.
List views	Define how tasks are shown after creation.	Default view setup can be adjusted after the List opens.

Create a List from Collections

1. Open Collections.
2. Navigate to the folder or top-level location where the List should live.
3. Select Add.
4. Choose List.
5. Enter the List name.
6. Confirm the create action.

Create a List inside a folder

1. Open the target folder.
2. Select the folder’s Add button or the page Add button inside the folder.
3. Choose List.
4. Name the List.
5. Confirm the List appears inside that folder.

Rename a List

1. Open the List.
2. Open the breadcrumb more actions menu.
3. Choose Rename or Settings.
4. Update the List name.
5. Confirm the name updates in the breadcrumb, Collections, and Search.

Make a List private

1. Open List settings.
2. Turn on Make Private when available.
3. Add members who need access.
4. Confirm their access level.
5. Ask members to refresh before checking the List.

Configure the first view

1. Open the List.
2. Review the default view.
3. Add filters, sorting, grouping, or columns only if they help the first users.
4. Save the view when the configuration should be reused.
5. Create additional views for different review needs.

Naming Standards

Use names that describe the work the List owns.

Good examples:

• Product Launch Tasks
• Client Delivery
• Hiring Pipeline
• Weekly Operations
• Website QA

Avoid:

• Untitled
• Tasks
• Misc
• Names that duplicate another List in the same folder
• Names that only one person understands

Troubleshooting

The List option is not available

• Symptom: You open Add but do not see List, or it is disabled.
• Cause: Create access, App Settings, plan availability, or usage limits may block List creation.
• Resolution:
  1. Confirm the active Space and folder.
  2. Ask a Space admin to confirm create access.
  3. Ask whether Lists are enabled in App Settings.
  4. Check plan or usage limits if a locked state appears.

The List appears in the wrong place

• Symptom: The new List is not in the folder you expected.
• Cause: Add creates in the location where it was opened.
• Resolution:
  1. Search for the List by name.
  2. Open the List more actions menu.
  3. Choose Move and select the correct folder.
  4. Create future Lists from the exact folder where they belong.

You cannot save List settings

• Symptom: Settings are disabled or changes do not persist.
• Cause: You may lack settings access, be offline, or be blocked by plan limits.
• Resolution:
  1. Confirm your connection.
  2. Ask the List owner or Space admin for settings access.
  3. Check private access and plan availability.
  4. Retry after sync completes.

FAQ

Should every project have a List?

Use a List when the work needs tasks, owners, statuses, dates, views, or reporting. If the work only needs grouping, a folder may be enough.

Can I create a List directly from Help?

Help can start the guide, but the actual List is created inside the app after you confirm the action.