Manage Lists

Your lists, the sidebar, and the home page cards.

  • Sidebar & Lists: add, rename, archive and delete lists; show or hide sidebar entries; drag to reorder; switch studios on or off.
  • Edit Dashboard (its own tab): the four stat cards on the home page, each a count of a list, a count with a filter, or the sum of a number field.

Fields on a built-in list (Contacts, Projects, Tasks, Invoices, Cases) are added from any of its records with Manage fields. See Fields: the kinds you can add.

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