Add a list

A list for anything your business keeps track of.

  1. Open Workspace settings, then Manage Objects.
  2. Press Add a list. Give it a name in your words (Grants, Properties, Equipment, Permits), an icon, and optionally a parent list to nest it under.
  3. Add its details (see the next page). A name detail is already there on every list.
  4. It appears in your sidebar. Drag to reorder, or hide it, from the same page.

Lists can be archived (hidden, kept) or deleted (gone, after a confirmation). Records in a deleted list go with it.

Tip:Your plan does not count lists, records or details. Add as many as you need.
FilesDetails: the kinds you can add
Did this answer it? If not, write to support@trigig.com or open Help inside your workspace. A person replies within one business day.