Saved lists can be organized into groups. This can be done from the Personnel > Edit Lists > Lists or Groups tabs. You can also search for lists that are in groups.
On the Personnel > Edit Lists > Lists screen shown above, you can check off lists that exist on this screen and click the Set Group for Checked button to add those lists to the selected group. NOTE: The group must already exist to use this function. See below for creating list groups.
On the Personnel > Edit Lists > Groups screen is where you can create list groups.
Click on the Add Staff List Group button.
- Code - enter a short code for this group
- Name - give the group a name that indicates what types of lists are included in this group
- Description - can be the same as the name or it can be different if you want to give more information about what lists are in this group
- Text Color - click on the black box to find more text color options - optional
- Background Color - click on the white box to find more background color options - optional
- Click Add to create the group
After the list is added, you will be able to view it on the Personnel > Edit Lists > Groups screen. There you can also use the search box to find lists.
To delete a list group you can either click the Delete button at the end of the row, or you can check off the list(s) to be deleted and use the Delete Checked button
To edit a list group, click on the Edit button and make any necessary changes. Be sure to click Save after making your changes.
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