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Lists

Introduction

The Lists tab within a workplace displays the lists which have been added to the workplace or project (if you are drilled into a project). A list can be attached to a workplace or a project. A list is a structured set of data, where each item in the list has the same set of columns or fields. If you are familiar with how relational databases work, think of a list as being a database table, where each item in the list is a record in that table. A list allows you to group items together if you want (not required), and groups can be nested within other groups to create the hierarchy you need. To navigate into a list (see the items in the list), click on a list title.

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Adding a List

You can add a new list by clicking the Add button. Adding a list involves two steps. The first step is to define the type of list you want. You can also specify other attributes of the list, such as the title or description of the list, as well as any tags you want to put on the list. The second step is to fill out your list by adding items to the list and grouping related items together.

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These are the types of lists you can currently create in OnePlace:

  • Bookmarks - You can use this list type to keep track of useful web sites on the Internet. The best part is that you can share this list with others!
  • Checklist - This list type is useful in cases where you want to check things off a list, perhaps in preparation for an event. An example might be a camping list for an upcoming camping trip.
  • Contacts - Keep track of important details of people you know.
  • Features - Build up a list of features that have been requested.
  • Ideas - This is a great way to track the brilliant ideas that you and your teammates come up with.
  • Plan - This list type allows you to build out the details of a plan you have in mind.
  • Shopping List - This list type is geared towards creating a shopping list of things to buy the next time you're at the store. An example is the family grocery list. If you're also using the mobile version of OnePlace, you get the added benefit of having your shopping list at your finger tips as you fill your cart at the store!
  • Text List - This list type is useful for keeping simple lists of things, where each item in the list can be described using a single text label. An example might be a list of the books you own.

List Details

Once you are drilled into a list, the view you see switches to be focused on that list. To get back to the view containing all the lists, simply click the "Back to Lists" button. The example shown below is a family grocery list. This list uses groups, which allow you to group related items together. Grocery items that need to be picked up during the next shopping trip are flagged with a red flag.

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If you hover over an item or group in the list, a set of action icons will appear for allowing you to do something with that item or group. For example, one of the action icons allows you to insert a new item/group directly above that item in the list. Another set of action icons allow you to move items up and down in the list.


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