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Getting Started with Lists
Getting Started with Lists

How to create a List and List Groups, Invite Guests to Lists, and More

Updated over a week ago

Lists are sort of like folders where you keep all your tasks, all nice and organized. You can create as many lists as you like, and name them whatever you want. Lists are designed to help you organize your tasks.

The Basics

1. Start by creating a task list

To create a new list, simply click the button in the upper right corner of the window. Name a list by a team, workflow or process. After the list is created, you can add tasks to it.

2. Then, invite members to your list

Once you have created your list you can invite other members. Invite members by clicking on the three dots on the right side of the List. Select “Invite Members” from the menu.

3. To edit/delete, click the dots

If you’re an admin of a list, you can delete or edit a list by clicking the three dots to the right of it. A drop-down menu will appear and give you the choice to delete or edit the list. You can add/remove users here as well.

4. Add a new task to your list

Adding a new task is a snap. Simply click on the box with “+ Add Task” in it, then type in your task and hit the enter key. The new task will save to your list.

Creating a List

Creating List Groups

Inviting Users to a List

Advanced Features on List Customization

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