Add a list

A list for anything your business keeps track of.

  1. Open Workspace settings, then Manage Lists.
  2. Press New list. Give it a name in your words (Grants, Properties, Equipment, Permits), an icon, and optionally a parent list to nest it under, then Create list.
  3. Add its fields (see the next page). A name field 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 fields. Add as many as you need. Ask Trig to add one for you in plain words.
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Still stuck? Inside your workspace press Get Support at the top of any page, or write to support@trigig.com. A person replies within one business day.