Lists are organized groups of Tasks that keep all your to-dos in order. You can create unlimited Lists for a seamless workflow.
View and create a new List by clicking Lists 
on your left-hand navigation bar. You can create private Lists or shared Lists and set permissions for each teammate:
Once you’ve created and named your new List, you can add Tasks for you and your team, and rearrange them using the three dots that will appear when you hover your cursor over a task:
To further organize your Tasks, try creating Groups (like Referrals or New Patients) or adding specific Tasks for each teammate (Assign Task):
To assign a task to a member, click on the empty cell for a task under Assign, and you'll be able to add an assignee, someone who has been invited to the list:
Inviting teammates to a List is simple. Click the + button next to the profile photos on the top right of your Home page, then search for the teammate you’d like to add, click Save, and set their permissions:
Need to invite a teammate outside of your organization? Click the + button next to the profile photos on the top right of your Home page, then enter the person’s information, assign their role, and send their invite:
Dock pro tip: Color-code your Lists so they're easy to find and organize in your left-hand navigation bar by clicking on the three dots to the left of your List’s name:
