Picklists is an area within Breathe where you can customise options to suit your business. Using picklists can personalise your Breathe account & make it more relevant to your organisation.

Included in this guide:

There are many different Picklist options you can customise your Breathe account with - from gender options to training types, we've got you covered.

When you first set up your account, you'll notice some Picklist options already within your settings. You can either delete or edit the existing options, or start adding your own.

There's no limit on the amount of options you can add - so you can keep customising.

You'll find all of the Picklist options by heading to Configure > Settings > Picklists within Breathe.

Within Picklists, simply click on the grey arrow of your desired category and click on the blue + icon on the right hand side.

Simply type in your new option, click 'add', and that's it - you've got a new Picklist.

To assign projects, head to the Company tab > Projects.

The great thing about Picklists is that you can customise them before your bulk upload.

When you download the bulk upload template, this will have columns such as departments and gender. Some options will have a drop-down option (as shown below).

If you customise these options ahead of completing your bulk upload, your options will already show - making it easier for you to get your data into Breathe.

(If you decide to not do this before your upload, you can always update this later instead.)

You can even bulk assign departments & training at any point. You can do this under People > Our people. Head all the way to the bottom and select what option you'd like to assign in bulk.

We're here to help

Any further questions? Simply drop us a message using the messaging feature at the bottom right of your screen 💬